How Our Estate Planning Process Works for Long Island
From Your First Call to Your Plan for Life — Here's Exactly What to Expect
Choosing an estate planning attorney is an important decision. You should know exactly what to expect before you get started.
Our process is designed to help you make informed decisions, create a plan that fits your family's needs, and keep that plan up to date as life changes.
Most Estate Planning Attorneys Work This Way. We Don't.
Many estate planning attorneys prepare your documents, have you sign them, and consider the job complete. But an estate plan is only effective if it continues to reflect your family, your assets, and your wishes over time.
That’s why my approach doesn’t end with a signed binder. I help you build a plan designed to work today and stay involved as your life evolves, including complimentary estate plan reviews at least once every three years.
Access to multiple top-rated insurance carriers
Quick Facts
The first consultation with Jason R. Breit, Esq. P.C. is free, for every service the firm offers, by Zoom or in person.
The Life & Legacy Session is a guided planning meeting where we learn about your family, assets, and goals before making recommendations.
Every client's plan is reviewed at no charge at least once every three years for as long as they're a client.
An optional annual membership is available for clients who prefer more frequent reviews and ongoing guidance.
The process is the same for families across Garden City, Huntington, Massapequa, Long Island, and New York City, whether meeting in person or by Zoom.
Our Estate Planning Process
Your Free Consultation
Your estate planning process begins with a free, no-obligation consultation with Jason R. Breit to discuss your family, concerns, and long-term goals. You’ll have the opportunity to ask questions, understand your options, and determine whether Jason is the right estate planning attorney for your needs.
Your Life and Legacy Session
Next, you’ll meet directly with estate planning attorney Jason R. Breit to review your family, assets, and long-term goals. Your Life & Legacy Session provides the insight needed to develop a personalized estate plan designed around your needs—not a one-size-fits-all solution.
You Choose Your Plan
Jason will explain your estate planning options and help you choose an approach that aligns with your family, goals, and priorities. Before any legal work begins, you’ll receive a fixed fee in writing, so you know exactly what to expect.
Your Plan, Built and Funded
Once you approve your estate plan, Jason will prepare your documents and guide you through the signing process, helping ensure your plan is properly completed and designed to protect your family and preserve your legacy.
You're Set for Life, Not Just for Today
Estate planning isn’t a one-time event. As your family, finances, and the law change, your plan should evolve with them. That’s why
Jason reviews every client’s estate plan at no charge at least once every three years, with an optional annual membership for families who prefer more frequent reviews and ongoing estate planning guidance.
Serving Families Throughout Long Island and New York City
Whether you meet with estate planning attorney Jason R. Breit at his Melville office or remotely by Zoom, you’ll receive the same thoughtful, personalized estate planning guidance. Jason proudly serves families throughout Long Island and New York City, including:
- Melville, NY
- Garden City, NY
- Huntington, NY
- Massapequa, NY
- Long Island, including Nassau and Suffolk Counties
- New York City
Looking for an
estate planning attorney on Long Island who offers a personalized approach rather than one-size-fits-all planning? Jason is here to help.
Frequently Asked Questions
What happens during a free estate planning consultation?
You’ll meet with estate planning attorney Jason R. Breit to discuss your family, concerns, and planning goals. You can ask questions, learn about the planning process, and determine whether Jason’s approach is right for you.
What is a Life and Legacy Session?
The Life & Legacy Session is an in-depth planning meeting where Jason reviews your family, assets, priorities, and long-term goals. This information helps him recommend an estate plan tailored to your specific needs.
Do I have to choose the most expensive estate plan?
No. Jason will explain your estate planning options and associated fees so you can choose an approach that fits your family, priorities, and budget.
Does my estate plan need to be updated over time?
Yes. Families, finances, and laws change. Jason provides a complimentary estate plan review at least once every three years to help ensure your plan continues to reflect your circumstances and wishes.
What if I already have an estate plan from another attorney?
Jason can review an existing estate plan to identify whether updates may be appropriate based on changes in your family, assets, goals, or the law.
How often will Jason review my estate plan?
Jason reviews every client’s estate plan at no charge at least once every three years. An optional annual membership is also available for clients who prefer more frequent reviews and ongoing guidance.
Let's Start With a Conversation, Not a Sales Pitch
Free consultations are available by Zoom or in person for families across Long Island and New York City.
Planning for your family's future shouldn't feel overwhelming. It starts with a free consultation, straightforward guidance, and a process designed around your goals—not pressure or one-size-fits-all solutions.
No obligation. No pressure. You choose your plan and your fee.