Business planning session with team members at a desk

Working with Porzio

Whether you have limited experience working with Wealth Preservation attorneys, or are very familiar with the process, we work with you to ensure you are comfortable every step of the way. We are committed to providing outstanding client service, including clear and concise communication. We set upfront expectations of the costs, timelines, and final deliverables of our work together. Our Mission is to Listen, Empower, Educate, and Partner with you.

Planning Ahead

Engaging in estate, elder care, disability, or asset protection planning can feel uncomfortable. As attorneys who have worked with hundreds of families, one of the worst situations is when a family comes to us as the result of a life-changing event such as death or a sudden need for long-term or disability care, and no plan is in place. We understand that planning for end of life can be complicated and emotional; we are here to help you navigate through this challenging time. Our goal is to make sure you feel secure and confident in your planning.

Create a Project Plan for your Review

Whether you need a Will, have a question about a special needs child or aging loved one, or are dealing with the death of a family member, our engagements start with a complimentary phone consultation with an team member.

We schedule this initial conversation for 20 minutes. We learn your needs and objectives. We determine whether our services can help you reach your goals. If we feel we can help you, we will schedule a follow-up consultation. If we are not sure we can help you, we will refer you to another professional in our network better positioned to serve your needs.

The Next Step – A Detailed Consultation

This consultation can take place via a web meeting or in person at our offices in Morristown, Trenton, or New York City.

The flat fee for a detailed consultation is $650. If you choose to work with us after this meeting, the $650 fee is credited to your account.

To make the best use of your time, we ask you to complete a set of questionnaires to provide us with information about your family and your finances. These documents should be completed before the meeting. You can either send them back to us or bring them to the meeting.

Engaging Porzio's Wealth Preservation Team

We will send you an engagement letter that outlines the services we will provide for you and the fee for those services.

Costs and Fees

Our fees are structured in two ways:

For planning services and document preparation, including estate planning, elder law planning, asset protection planning, special needs trusts, Medicaid applications, and certain guardianships we will provide you a flat-fee quote.
For services that involve court or negotiating with other parties, including probate and estate administration, guardianships, estate disputes, advocacy before courts or agencies, and others, we will charge fees based on an hourly basis. For hourly fee arrangements, we provide an estimate and a budget, but cannot guarantee the total cost.

Fees for flat fee engagements are due at the time of the engagement. Fees for hourly engagements require a retainer and are invoiced monthly

Communicating with Us

When you work with us, our entire Wealth Preservation Team is your legal counsel-attorneys, paralegals, legal assistants. No questions are silly or too small. We understand how valuable this planning is for you and your family.

We are happy to use your preferred method of communication–email, mail, or phone.

Recognizing your valuable time, we utilize web-based meetings as a useful tool.