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What is an estate plan and why do I need one?

Estate planning organizes your affairs so your assets and wishes are handled the way you want if you become incapacitated or pass away. A solid plan protects your loved ones, avoids court delays, and reduces confusion and legal costs.

What documents are included in a typical estate plan?

Most plans include a Last Will and Testament, Revocable Living Trust (if appropriate), Power of Attorney, Health Care Proxy and Living Will, and a Disposition of Remains Appointment. Your plan is always customized to your goals and circumstances.

Do I need a trust or is a will enough?

A will directs asset distribution but usually requires probate. A revocable living trust can help avoid probate, maintain privacy, and simplify things for your family. We'll help you choose what fits best.

What happens if I die without a will in New York?

If you die "intestate" (without a will), New York law decides who inherits your assets. This often leads to delays, legal fees, and outcomes that may not reflect your wishes.

Can I name someone other than a family member to manage my affairs?

Yes. You can effectively choose anyone you trust to serve as your executor, trustee, agent, or health care proxy. Choose someone reliable and aligned with your values.

How often should I update my estate plan?

Review your plan every 3–5 years or after major life events like marriage, divorce, a new child, or significant financial changes. Carlo Law makes updates simple.

What is probate and how can I avoid it?

Probate is the court process of validating a will and distributing assets. In New York, it can be slow and public. Tools like revocable living trusts can help avoid probate and make transitions easier.

Is estate planning only for wealthy people?

No. Estate planning is for anyone who wants to protect loved ones, clarify healthcare wishes, and avoid legal complications—regardless of wealth.

How much does an estate plan cost with Carlo Law?

We offer flat-fee pricing with no billable hours or surprises. You'll receive a personalized quote after your consultation based on the complexity of your plan.

Do you offer virtual consultations and services across New York?

Yes. Based in NYC, Carlo Law serves clients statewide with virtual meetings, secure document review, and remote signing options. Planning should be convenient, not complicated.

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