Estate planning and estate settlement: Getting StartedCane & Boniface, PC is devoted exclusively to estate planning and estate settlement services. Most of our clients are in Rockland, Westchester, Orange and Putnam counties or New York City. Cane & Boniface, PC 's office is in Nyack, NY, fifteen miles north of New York City. In NYC, we consult in your home, your office, at your advisor's office, the Association of the Bar of the City of New York, or any other convenient, quiet location. |
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Estate Planning: Getting Started The goal of our first meeting is to determine your estate planning needs and goals. Considerations include:
This meeting will be more productive if we know something about you in advance, so we ask you to complete a confidential questionnaire before our meeting to provide us with the basic information needed to determine your estate planning needs. To print a confidential estate planning questionnaire, click on your marital status below: Living together - not married - PDF 121k Please call our office to schedule a convenient time to meet with either Barbara H. Cane or Courtney E. Boniface, our estate planning attorneys. We will follow up our first meeting with:
The fee for the background analysis, initial meeting, and written proposal is $350. |
Estate Settlement: Getting Started The goal of our first meeting is to determine the facts of the estate settlement case:
Please call the office to make an appointment with either Barbara H. Cane or Courtney E. Boniface, our estate settlement attorneys. It is helpful if you bring basic information with you:
For an estate assets worksheet, click here. The fee for the initial consultation and recommendations is $350. |

