We’re a Law Firm. See Why that Matters
Living Trust by an Experienced Law Firm.
Living Trust
by an Experienced Law Firm.
- 10,000+ Wills and Trusts prepared.
- Unlimited attorney time.
- Virtual representation available.
- Flat fees. No surprises.
Paul K.
“Five Star Service! The attorneys are top-notch, and you can easily get in touch them anytime. I will recommend this firm to everyone I know.”
Source:
Your Estate Plan
Customized & Comprehensive
We all have an estate, no matter our net worth. If you have assets (bank accounts, real estate, etc) or responsibilities (kids, business interests, etc), our estate plans can help you avoid probate, avoid conservatorships, and protect your loved ones upon your death or incapacity.
Your Estate Plan will include:
- Living Trust
- Real Estate Transfer Deed
- Pour-Over Will(s)
- Durable Power(s) of Attorney
- Advance Health Care Directive(s)
- HIPAA Authorization Form(s)
- Nomination of Guardians for Minor Children
- Certificate Of Trust
- Trust Overview
- Trustee’s Affidavit
- Personal Property Memorandum(s)
- Memorial Instructions
- Funding Instructions
- Printed and Mailed Estate Plan Binder
- Emergency Healthcare Wallet Card
- Electronic Recording of Property Deed
- Scheduled Notary Service
*All estate plans include one (1) year of unlimited support and changes, at no additional cost.
We are the wiser choice.
Vaksman Khalfin, PC is a law firm consisting of attorneys who have devoted their career to wealth transfer and preservation through proactive planning, including all aspects of Wills, Trusts, Tax and Generational Planning. Our firm consists of experienced attorneys who have graduated from the top law and business schools in the country, including the #1 ranked NYU Tax Law program.
We offer virtual and in-person planning that fits your unique needs. Unlike other firms, we have worked with clients remotely for many years.
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Personalized Planning,
Made Simple
Our process is streamlined, simple and secure.
Step 1
Complimentary Phone Call or Video Zoom meeting with our law firm to answer any questions and discuss our process.
Step 2
Work with us through an easy
and secure process to design your custom plan.
Step 3
We draft your plan for your review. Once confirmed, we’ll mail you a tabbed binder, schedule a notary to meet with you and electronically record your property deed.
What Our Clients Say
Alla K.
“The attorney answered my emails sometimes within minutes and followed with phone calls on request. The way they run it is truly impressive. A lot of times, just thinking of consulting a lawyer is intimidating, but this experience was the opposite. The living trust documents I received were excellent.”
Source:
John R.
“Check out their Yelp…Vaksman Khalfin is well worth all the 5 star reviews. Price is fair, all questions answered fast. Even the bank notary said “Wow, your attorney did a great job!” I’m recommending this Firm to friends and family for sure.”
Source:
Danielle B.
“Wow, I rolled the dice finding this contact through Google search, but boy did I get a good roll! I was contacted quickly and professionally and it was such a relief to see how easy [they] made it. Worth every penny! I highly recommend Vaksman Khalfin because they are up to date in every way!”
Source:
Don’t wait until it’s too late. Protect your family today.
Flat Fees. No surprises.
Single Estate Plan $3,495.00
Married (Joint) Estate Plan $4,295.00
First CA or NV Trust
Transfer Deed
Included
Additional Trust Transfer
Deeds
$650 (CA or NV)
$1050 (Other States)
Membership Plan (Certain Plan
Changes, Attorney Advice,
Digital
Locker and 15% Future Services
Discount)
First Year Free
($1695 Value)
($495 per year thereafter)
In-Office Representation (2 meetings) $1,250.00
In-Office Representation (Signing Only) $650.00
Additional Separate
Property Trust
$2,395.00
We’ve conducted a sampling of fees for Will and Trust Estate Plans and can assure you that our fees are highly competitive to other firms, and in fact low considering our decades of experience. Our services include UNLIMITED attorney time, and are on a flat fee basis. There will be no surprises.