Estate planning · the whole plan in one appointment
Every document, one visit.
Power of attorney, health care proxy, living will and trust, signed in the right order, witnessed and sealed in a single appointment.
Available now4.9 stars from 114 Google reviewsOpen 24 hours
Who this is for
Three kinds of call.
Individuals and couples
The core four: power of attorney, health care proxy, living will and, often, a will affidavit.
Best forFinishing a plan without three separate trips.
Attorney-drafted plans
We act as notary of record for the estate attorney's package, in their office or the client's home.
Best forFirms that want execution done exactly to the draft.
Seniors and care facilities
Unhurried signings at home, in assisted living or a nursing home, with capacity respected.
Best forFamilies helping a parent finish their affairs.
What to bring
Have these ready.
All the documents, unsigned
Send us the list when you book so we allow enough time and bring loose certificates.
Two witnesses
The power of attorney and health care proxy each need two. The agent named can't be one.
Photo ID for every signer
Principal, witnesses and anyone acknowledging a signature.
Your attorney's instructions
If there's a signing memo, share it. We follow the draft, not our own assumptions.
Documents we handle
Estate Planning Notary, by document.
- Durable power of attorney (statutory short form)
- Health care proxy
- Living will
- Revocable living trust
- Affidavit of subscribing witness
- Deed into trust
- Beneficiary designations
- HIPAA release
- Guardianship designation
- Renunciations and consents
One review
From Google.
Read what clients wrote, in their own words, on Google.
Questions
Six answers.
A durable power of attorney: notarized and two witnesses under GOL § 5-1514. Deeds into a trust, renunciations and estate affidavits: notarized, and banks expect a notary on trusts. A health care proxy and living will need two witnesses under PHL § 2981; we notarize them anyway because hospitals ask.
Yes. We verify IDs once, then work through the power of attorney, proxy, living will, trust and will affidavit in order, each with its own certificate. Tell us the full list when you book so we allow the time.
A defective acknowledgment on a power of attorney gets rejected by banks; a missing notarization on a trust invites challenges. Usually it can be re-executed. Bring it to us and we'll tell you what it needs.
Yes, if they understand the document and want to sign. Physical frailty is fine; lack of capacity or pressure from a relative is not, and we'll decline. For facilities, we coordinate with staff on timing.
A day or two for a standard plan; two or three for several signers and many documents. Same-day is often possible in Brooklyn and Manhattan if you call early. Emergencies, any time.
No. Under New York law the agent can’t witness the power of attorney that appoints them, and a beneficiary shouldn’t witness a will. We check who is in the room before anyone signs.