Estate planning for families when
“good enough” is not enough
We help families across New York City & New Jersey create clear estate and Medicaid plans
so that when incapacity or loss occurs, your loved ones can act immediately
without court delays, confusion, or unnecessary stress.
A Firm You Can Rely On
Accessible and Responsive
Committed to Your Family
The Cost Of Not Having A Clear Plan
Without proper estate planning, families are often left guessing what they are allowed to do when it matters most.
- Family members unsure how to step in and help
- Decisions delayed by court or government involvement
- Assets temporarily tied up in probate
- Wishes unclear, leading to confusion or conflict
- Added stress for loved ones during an already difficult time
A Few Of The Organizations We Are Members Of:
American Academy of Estate
Planning Attorneys
New York State Bar
Association
A Simple Path To Peace Of Mind
Find clarity, reduce overwhelm, and feel supported every step of the way.
Personal Consultation and
Plan Design
We learn about your family, goals, and concerns, then outline a clear direction for your estate plan.
Asset Review Meeting
We review the assets and accounts you want to protect and identify any additional information needed to complete your plan properly.
Plan Development Meeting
We build your customized plan according to your needs and walk you through key decisions, so you can understand exactly what you are putting in place.
Comprehensive Review Meeting
We carefully review and confirm the full plan details, align all documents with your wishes, and ensure everything works together smoothly and as intended.
Signing Ceremony and Plan Delivery
Your documents are reviewed, signed, witnessed, and notarized as needed, and you receive your completed estate plan package.
Lifetime Communication and Support
We stay available for updates, questions, and future planning needs so your plan stays current as life changes.
We Understand What Is At Stake
At Summit Estate Planning Group, we understand how overwhelming it can feel to worry about whether your family will be protected if something happens. These concerns are deeply personal, and they deserve careful, thoughtful guidance.
Wills and Trusts
Wills and trusts let you leave clear instructions, protect your family’s future, and make sure the people you love are cared for in the way you want.
Estate Administration
Losing a loved one is overwhelming on its own. Compassionate estate administration can lift the burden of paperwork, so your family can focus on healing and remembering.
Probate
The probate process can feel confusing and cold. With the right legal support, your family can move through it with clarity, care, and fewer worries about what comes next.
When Your Plan Is In Place
Feel confident knowing every step is mapped out and aligned with your goals.
- Your loved ones can make decisions immediately if you become incapacitated
- Bills can be paid and assets accessed without court delays
- Family members avoid confusion, stress, and unnecessary conflict
- You gain peace of mind knowing your family is protected
We take the time to answer your questions, explain your options clearly, and make sure you feel comfortable every step of the way. Our goal is to help you make informed decisions that protect your family today and in the future.
Meet Attorney Neil O’Reilly
A compassionate estate planning attorney serving Staten Island families.
“Neil O’Reilly is passionate about helping families feel confident about the future. With years of experience and a calm, caring approach, he makes estate planning understandable, approachable, and personal. Neil serves families across Staten Island and surrounding areas, and is a proud member of the American Academy of Estate Planning Attorneys”.
- 20+ Years of Experience
Dedicated to protecting Staten Island families and their legacies - Member, AAEPA
Elite network of top estate planning professionals nationwide - 500+ Families Protected
Proven track record of successful estate plans and satisfied clients
Download our free estate planning worksheet
There’s a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you’ll be one step closer to getting yourself and your family on the path to a secure and happy future.
Take the first step toward protecting your family’s future with this free estate planning worksheet.
Latest Updates
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