Inacio Law Firm

START YOUR ESTATE PLAN TODAY!  Book A Peace of Mind Planning Session
Take control of your future

Create an estate plan and gain the peace of mind you deserve!

Do you want to create a will or living trust, but haven’t gotten around to it? Our simple and convenient process will give you the peace of mind of knowing you finally have your affairs in order.
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Cassandra Inacio, Esq.

Founder and Attorney

We make Estate Planning Convenient and efficient

Thinking about creating an estate plan? We specialize in Estate Planning for every type of family ensuring you get the protection and care you need. It is our top priority to give you compassionate service as we work to protect your family. We offer a completely virtual experience from start to finish, you never have to leave the comfort of your own home! We will bring virtual estate planning to you, so you can spend time with your loved ones while we work to protect them.

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Here are a few ways we can help:

Whether you need to create an estate plan, protect your children, or need help planning for long-term care, we can help. Take control of your future with an estate plan from the Inacio Law Firm.

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Here is our three step simple and convenient approach:

During our 60-minute Zoom, I will commit the following to you:
  • 1.First, attend your Planning Session. We will work off of a secure online questionnaire that you will fill out before we meet. We will discuss your goals and needs for your future in depth so we have a clear understanding of what it is you need. In this Zoom meeting I will map out your options, including a Will versus a Trust. This will enable you to make an educated and well inform-ed decision on what you believe is best for your family.
  • 2.Next, attend the Estate Plan Design Meeting. Here, we will design your trust and other estate planning documents. I will have your documents drafted and sent over to you for your review in two weeks. We will review them on Zoom and we will make any changes or updates that you see fit. When you are happy with your documents, we will coordinate your signing for you.
  • 3.Your Signing Ceremony is where you will sign your documents with the proper legal formalities in front of two witnesses and a notary sent to your home at your convenience.

This convenient approach will give you the peace of mind that your assets are in order and your family is protected.

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Trusted by 500+ clients and counting.

Estate Planning for Busy Parents

We understand. That’s why we offer a completely virtual experience that is refreshing and uncomplicated. Virtual estate planning makes scheduling easier and more efficient then ever. We have carefully designed a three step process designed to have your estate planning documents created completely virtually in 2-4 weeks.

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Tomorrow isn’t guaranteed.

Imagine if you didn’t have to worry about these things anymore.

At Inacio Law Firm, we aim to give you the peace of mind you deserve by educating you and creating a plan designed to protect you. We get it – estate planning is not fun to think about. It requires us to imagine the worst-case scenario for ourselves, our loved ones, and our money. But it is important to address these issues before it’s too late. We are here to make the process as painless and as convenient as possible!

What makes our firm different

We are just like you. Cassandra is a mother, a wife, and she understands the importance of protecting your family. It is our goal to help you protect your loved ones from the unexpected, just as we do for our own. It is our top priority to help you protect your loved ones from unexpected events. We will provide exceptional service to every family to help you make the best decisions for your family. You deserve to have the peace of mind that you and your family’s future is taken care of.
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Frequently Asked Questions

To put it simply, estate planning is the process of getting legal documents in place so you can choose who you would like to take care of you, your children, and your assets in the event of your death or incapacity. An “estate plan” is the collection of all of the documents needed to accomplish your wishes.

 

If you currently do not have a will or trust, you may think that you do not have an estate plan. However, you do! The state of New Jersey has written one out for you. All states have a default plan in the event of your incapacity or death. Estate planning is you “opting out” of this plan and documenting your goals and wishes.

We have an easy, 3-step process designed to have your estate planning documents created and signed in 2-4 weeks.
 
1. First, attend your Planning Session. We will work off of a secure online questionnaire that you will fill out before we meet. We will discuss your goals and needs for your future in depth so we have a clear understanding of what it is you need. In this Zoom meeting I will map out your options, including a Will versus a Trust. This will enable you to make an educated and well informed decision on what you believe is best for your family. 
 
2. Next, attend the Estate Plan Design Meeting. Here, we will design your trust and other estate planning documents. I will have your documents drafted and sent over to you for your review in two weeks. We will review them on Zoom and we will make any changes or updates that you see fit. When you are happy with your documents, we will coordinate your signing for you.
 
3. Your Signing Ceremony is where you will sign your documents with the proper legal formalities in front of two witnesses and a notary sent to your home at your convenience. 
This convenient approach will give you the peace of mind that your assets are in order and your family is protected.

Our process is designed to have your estate planning documents created and signed within 2-4 weeks of your Planning Session. It depends in part on your schedule and how long it takes you to review your draft documents, however you can rely on the work being done on our end to be completed as quickly and as efficiently as possible.

Estate planning is not a one size fits all. Once we know more about you, your situation, and your goals, we will have a better idea of what you need to accomplish your desires. We discuss fees and the process at length in the Planning Session, after we have thoroughly discussed all of your options. We do not discuss fees outside of the Planning Session.

 

It is our goal to be as transparent and as fair as possible in regards to our fees. For that reason, we offer flat fees as opposed to other practice who bill by the hour. This allows you to know exactly how much your investment in estate planning will be and that there will be no financial surprises. We also offer a 100% satisfaction guarantee, if you are not happy with our services, we will make it right, or refund you your money. Further, we only recommend planning with us if the amount you would save by doing an estate plan is greater than our fee.

You an expect an attorney who listens without interrupting and makes sure that you are fully aware of your options before you make a decision. I am a wife, a parent, and family is important to me. It is my top priority that I take care of your planning, as I would my own. It is very important to me that you feel that you are heard and that your questions are answered. We will review our process and fees in depth so you know exactly what you are getting from Inacio Law Firm and what the investment will include.

When you are ready to move forward please contact us. We will send you an Engagement Letter via Docusign and an invoice through a secure online payment provider. We will then schedule your Estate Plan Design Meeting where will design your estate plan and discuss your goals.

Probate is the court process of administering your estate upon your death. If you die with or without a will, your estate must go through probate court before all of your money can be given to your heirs. The only way to avoid probate is with a Revocable Living Trust. We will discuss this in detail at the Planning Session.

 

So, what’s so bad about the probate process? Why do people want to avoid it? Even a simple probate can take a lengthy amount of time, sometimes years, to complete with added expenses. Although a will is subject to the probate process, a living trust is designed to bypass it completely.

The simple answer is no! Estate planning is not correlated to how much money you have, your marital status, or whether or not you are a parent. Estate planning is putting together legal documents to ensure your documents will go to the people you want, the way you want in the event of your death. Estate planning is also about appointing people to manage your assets and make health care decisions for you if you are to become incapacitated. The estate plan will assist your loved ones during a difficult time, regardless of the amount of money you have.

A power of attorney lets you appoint someone to manage your property if you were to become incapacitated. You will name an “agent”, someone that you trust to manage your finances, business, etc. if you cannot. At the Inacio Law Firm we include a power of attorney for both spouses in every estate plan we create.

A healthcare proxy lets you appoint someone to manage your medical decisions should you be unable to do so. A living will allows you to make certain medical decisions regarding end-of-life decisions before the event occurs. At the Inacio Law Firm we include a healthcare proxy for both spouses in every estate plan we create.

Not a problem! Your documents can, and most likely will, be updated throughout your life, as your life, assets, and the law change.

Yes, you can. However, keep in mind that Legal Zoom is not a law firm. That is why there is a difference in cost. Legal Zoom offers you forms so that you can execute it yourself. They are not a law firm, and they do not give legal advice. Where as, an attorney, counsels you and gives you legal advice based on your specific circumstances. An attorney will customize your documents, ensure that they are signed with the proper formalities necessary, and communicate with you for any questions. If this is important to you, you should work with an attorney and if not then Legal Zoom may fit your needs.

Take the first step to educating yourself on how to protect your family.

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