virtual firm serving the new york city, hudson valley and long island areas
ELDER LAW · ESTATE PLANNING · MEDICAID PROTECTIOn · probate & administration
Click here to get the conversation started
Helping Families protect their wealth as they retire and
grow older
I'm Asha, and I believe Estate Planning is for everyone.
My parents immigrated from from the South Indian state of Kerala. In my 15 years of practice, I see first-generation Senior Malayalee Americans unfortunately learning the hard truth of failing to create an Estate Plan.
My virtual firm handles all things Estate Planning, Wills, Trusts, Probate matters and Guardianships for aging parents and their successful children.
more about working with asha
Once we are both satisfied with the documents, we can schedule a signing at your home or at an office space close by where your reside.
Review, Schedule and Sign
They will be emailed through the Client Portal where we can continue to make changes and answer any questions you have
Receive Customized Documents
Video Conferences are 1-hour long and face to face on Zoom. (Or we can chat on the phone if you prefer!)
Strategy Session
What the process is like...
What do you need?
My goals are simple:
Create an easy and convenient process for individuals to learn more about Estate Planning and Elder Law
Give back to the Malayalee American community that raised me through education and service
Provide sustainable and effective planning documents for my clients
FREQUENTLY ASKED QUESTIONS
I handle all issues arising from Estate Planning and Elder Law for Clients living in Long Island, NYC, Westchester and Rockland. This includes preparing Trust and Wills and other Planning documents, assisting families when a loved one passes away, creating a Supplemental Needs Trust for a disabled family member and protecting assets as you or your parents start to age.
I work with Clients living in Long Island, NYC, Westchester and Rockland. I handle all issues arising from Estate Planning and Elder Law for Clients living in Long Island, NYC, Westchester and Rockland. My office is Virtual! This means that most of our communication will be via email or scheduled zoom calls. If there are documents that are ready to be executed then we can meet in person. This can be at your home or at an office space I have rented nearby.
A virtual estate planning process is largely identical to our in-person estate planning process. I achieve this by conducting all meetings via Zoom, beginning with your initial Strategy Session. After that initial meeting, I will securely delivers your estate planning documents to you electronically. At our next virtual meeting, we use Zoom’s screen sharing functionality to walk you through the documents in the same manner we would in person. Execution is then handled on a case-by-case basis depending on your preferences, as is discussed in more detail below.