External Plan Review

Through our External Plan Review, we assess how your existing documents work together and how your plan would function in your specific circumstances. We identify gaps, outdated provisions, or inconsistencies that could lead to unintended consequences, court involvement, or unnecessary costs.

After the review, we walk you through our findings in clear, plain language, explain potential risks or misalignments, and outline any updates that may be appropriate based on your goals and current law. Our goal is to help you fully understand your plan and feel confident that it aligns with your life, your family, and your wishes.

Office Address: 61-43 186th St, Fresh Meadows, NY 11365