New York Office

Estate Planning for New Yorkers

Wills, trusts, and powers of attorney prepared by a New York licensed attorney. Work directly with Shauna remotely, then sign your final documents locally with clear instructions for each step.

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How It Works

Your Estate Plan in Three Steps

Shauna Schmeisser is licensed in New York and Arizona and works directly with every client. Consultations, document preparation, review, and revisions happen remotely. Once your documents are ready, we provide a signing instruction packet so you can arrange an in-person signing near you.

1

Meet

Schedule a free consultation by phone or video. We'll talk through your family, your assets, and what you want your plan to accomplish.

2

Plan

Shauna prepares your documents, explains how they work together, and answers your questions. We make any needed revisions before preparing your final signing packet.

3

Sign Locally

Arrange a local signing and sign your final documents in ink, with witnesses and a notary as required for each document. Your packet explains who needs to attend and where to sign. Return the signed documents to us for review as directed.

What to expect when signing your documents

Visit Us

Our New York Office

43 West 43rd Street
Suite 479
New York, NY 10036

Consultations and document review are available by phone or video. Final documents are signed locally using the instructions we provide. Reach us at (646) 572-7073

Get directions

Common Questions

New York FAQs

Do I need to visit your office?

You can work with us by phone or video for consultations, document review, and revisions. When your documents are ready, you arrange an in-person signing near you with the witnesses and notary specified in your signing packet.

How will I know what to do at signing?

We provide a signing instruction packet tailored to your documents. It explains who must attend, how to choose witnesses, where signatures and initials are needed, and how to return the signed documents for review. Contact us before signing if anything is unclear.

What does it cost with my legal insurance?

Many plans fully cover core estate planning documents. Contact us with your plan details and we'll verify your benefits at no charge.