Your family built something worth protecting. Let's make sure the plan matches.
New York families with $3M to $40M in assets face real complexity. Trusts, LLCs, real estate in multiple states, blended family considerations. You need a plan that ties it all together.
Succession Plan is a family office experience for families who do not have a family office.
Available now in New York.
The challenges New York families face.
Is your trust actually funded?
You paid an attorney to create a revocable lifetime trust. But did you retitle your assets into it? An unfunded trust is the most common, most costly mistake. We track what is in and what is not.
Beneficiary conflicts.
Your 401(k) and life insurance designations override your will. If they still name your ex-spouse, it does not matter what the will says. We flag these conflicts before they become problems.
Too many advisors, not enough coordination.
Your attorney, CPA, and financial advisor each have a piece. Nobody has the full picture. Succession Plan gives them one shared view of your complete plan.
Documents that follow New York law.
Every document is built for New York. We follow your state's specific rules.
Last Will and Testament
In New York, a will must be signed in the presence of two attesting witnesses. We guide you through the exact steps required by New York's EPTL. Remote notarization never completes a will.
Health Care Proxy
Name someone to make health care choices if you cannot. New York uses a specific statutory form called a Health Care Proxy.
Statutory Short Form Power of Attorney
Choose who manages your finances if you are unable to. New York's statutory short form has specific requirements that must be followed exactly.
Revocable Lifetime Trust
A trust can help you avoid probate and give your family more control. We track whether it is properly funded and flag conflicts with your other documents.
Signing your documents in New York.
Self-guided signing
We give you clear, printed steps for each document, following New York's rules. You arrange the signing at your convenience.
Remote notarization
For eligible documents like your Statutory Short Form Power of Attorney, a notary can join you on video per New York's electronic notarization law. Never for signing your will.
Coordinate your professional team.
Invite your attorney, CPA, financial advisor, and insurance agent. Each sees what is relevant to their role. Everyone works from the same current plan, not from the version they last saw years ago.
On our Concierge plan, a licensed attorney reviews your complete plan for accuracy and state-specific compliance.
A family office experience. Without the family office price.
A full family office costs $500,000 or more per year. Succession Plan builds your family's complete plan for a one-time setup fee of $699 or $1,950, with your first year included. After that, a yearly fee of $149 or $349 keeps everything current.
Every setup fee comes with a 30-day money-back guarantee.
Not ready yet? Start free. Upload your documents and get a plain-English summary. No credit card needed.
See all plansWhere we are available
Live in New York. More coming soon.
- Live in New York
Questions? Call us. A real person answers.
Talk to a personSuccession Plan is a self-help tool, not a law firm. We do not give legal advice. Legal review is provided by licensed attorneys.