Protect What Matters Most
October is Estate Planning Awareness Month, the perfect time to review your plan. CSI Members can take advantage of a free estate planning session now through October 31st.
Don’t wait - your family deserves security.
We Make Estate Planning Easy
Our team guides you through every step. Protect your wealth, your family, and your wishes without confusion or stress.
Avoid Costly Mistakes
An outdated or incomplete plan can force your family through probate court or trigger unexpected estate taxes.
Peace of Mind
Plan with confidence with the same personalized care and expertise you trust for your tax and financial needs.
Uncover Risks
Without a plan, decisions about healthcare or guardianship are left to strangers. We catch risks before they become crises.Free Consultation + Free Review of Existing Wills
Already have a plan? Let’s make sure it still works. We’ll review your current documents, identify any gaps, and help ensure your family is fully protected, all with no fee or obligation.
Offer ends October 31st.
Why Plan Now?
Here’s a tough truth: without a proper estate plan, your loved ones could face expensive delays, unnecessary taxes, and stressful court battles. Life doesn’t stand still - marriage, children, new assets, or loss can all change what needs to be protected. Keeping your plan current means keeping your family protected.
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Marriage or Divorce: Update who’s in control and who inherits.
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New Child: Ensure guardianship and financial care are clear.
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Buying a Home: Protect your property from probate or disputes.
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Retirement or Aging Parents: Plan for healthcare, assets, and legacy.
"I recently used CSI for my elderly father's Power of Attorney and real-estate needs. Victoria and Kaci were both knowledgeable and attentive. They made the process easy and quick. I highly recommend them!"
What to Expect in Your Consultation
Budget-Friendly
Free consultation with no pressure to move forward, and if you do, our services are designed to be affordable and tailored to your needs.
Comprehensive Reveiw
In just one meeting, we’ll review your current situation, uncover risks, and create a plan that ensures your family is protected.
Convenient Scheduling
Visit one of our 19 locations in New Jersey or Staten Island; or request a home visit for added comfort and ease.
Life is unpredictable. Protecting your family starts with a click.
Book a 15 minute phone call to go over next steps. We will call you at your scheduled time. Or call us now to start: 732-704-4020.
In-person appointments available in locations throughout New Jersey and New York.
Alternatively, fill out a form to request an appointment here.
Offer ends October 31 – book by then, meet anytime.