Estate Attorneys Who Listen Like You've Never Heard Before · 845.576.6333 · 718.416.6333

Our Methodology

An Inherently PersonalTM Approach to Your Estate Plan

We don’t start with documents. We start with you: your family, your concerns, your goals. Then we build a plan that reflects your life, not a template.

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THE Client journey: Step by step

How We Work
With You

At Heirloom Trust, we guide you through a thoughtful process designed around you.

  1. Your first call is free. We’ll spend 10-15 minutes on the phone learning about your situation, or you can schedule an in-person meeting. We listen to your goals and concerns, and answer all your initial questions. If it makes sense to move forward, we’ll schedule a full consultation. No pressure, no sales pitch - just a conversation.

  2. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet.

    We’ll send you a brief intake form beforehand. Some clients arrive with it fully completed; others prefer to civer the details together in the room. We’ll get what we need either way.

    After the meeting, we send you a written summery: what we covered, what we’re recommending, and the decisions that still need to be made before we can begin designing your plan. We don’t rush those decisions. Some clients come back to us the next day; others take a few weeks. We find the right balance between checking in and letting you think.

  3. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet.

    We’ll send you a brief intake form beforehand. Some clients arrive with it fully completed; others prefer to civer the details together in the room. We’ll get what we need either way.

    After the meeting, we send you a written summery: what we covered, what we’re recommending, and the decisions that still need to be made before we can begin designing your plan. We don’t rush those decisions. Some clients come back to us the next day; others take a few weeks. We find the right balance between checking in and letting you think.

  4. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet.

    We’ll send you a brief intake form beforehand. Some clients arrive with it fully completed; others prefer to civer the details together in the room. We’ll get what we need either way.

  5. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet.

    We’ll send you a brief intake form beforehand. Some clients arrive with it fully completed; others prefer to civer the details together in the room. We’ll get what we need either way.

    After the meeting, we send you a written summery: what we covered, what we’re recommending, and the decisions that still need to be made before we can begin designing your plan. We don’t rush those decisions. Some clients come back to us the next day; others take a few weeks. We find the right balance between checking in and letting you think.

  6. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet.

  7. We meet in person - at our Monsey, Brooklyn, or Lakewood office - or virtually, whichever suits you. This is where we go deep: your family, your assets, your concerns, and the questions you haven’t quite put into words yet. We’ll send you a brief intake form beforehand. Some clients arrive with it fully completed; others prefer to civer the details together in the room. We’ll get what we need either way.

QUESTIONS, ANSWERED

FAQs

A general sense of your family situation and your assets. Any exisitng legal documents are helpful too. We’ll guide you through the rest.

How long does the whole process take?

Do you only work with the Orthodox community?

What if I need to make changes later?

Your Legacy Deserves a Thoughtful Plan

Meet with the estate attorneys who listen like you’ve never heard before. Your first consultation is always personal, always thorough, and always on your terms.

Schedule Consult OR CALL 845.576.6333