Watch This Before Your Meeting
Gain Insight into an Excellent Estate Plan
Prepare for your complimentary 15-minute consultation by watching our informative video.
Discover your goals and priorities, and what can be done with excellent estate planning before your meeting. Learn what makes a robust estate plan and how it can benefit you and your loved ones.
Step 1: Watch the Presentation
Begin your journey by viewing our detailed presentation on estate planning essentials. Understand the key components and benefits of a well-structured plan.
Step 2: Complete Your Intake Form
Fill out our simple intake form to provide us with the necessary information to tailor your consultation experience.
Step 3: Meet Your Attorney
Engage in a no-cost, 15-minute meeting with our experienced attorney to discuss your estate planning needs and goals.
Step 4: Create Your Personalized Plan
Work with our team to develop a customized estate plan that aligns with your unique objectives and circumstances.
Video Chapters
Jesse Bifulco
Jesse Bifulco is the founding attorney of Penbay Estate Planning Law Firm and the founder of LifeCounsel Media and the author of books on estate planning. He has more than 30 years of experience in estate planning and elder law. Licensed in Maine, Florida, and New York, Jesse helps individuals and families protect their assets, plan for incapacity, avoid unnecessary probate, and prevent family conflict. His approach emphasizes education and plain-language guidance so clients understand the differences between wills, trusts, and other planning options before making important decisions.
If you do not choose a plan, the government chooses one for you.
Questions About Your Meeting
What to expect from the video, the intake form, and your fifteen minutes with the attorney.
Do I need to watch the whole video before my meeting?
Yes — and here’s why it’s worth it. The presentation covers everything Attorney Bifulco would otherwise need to explain during a paid consultation: wills, trusts, powers of attorney, nursing home costs, and the mistakes that cost families dearly. When you’ve watched it, your fifteen minutes at no charge get spent on your plan, your price, and your questions — not on definitions. You’ll also be able to judge for yourself whether what we recommend makes sense. We’d rather you walk in as an informed consumer.
What happens at my fifteen-minute meeting?
Because a plan can’t be designed around goals we don’t know. The Goals & Priorities Assessment in the form is where you tell us what matters most — staying in your home, protecting an inheritance, keeping your family out of court — and it’s what your attorney designs around. The financial questions let him spot real risks, like nursing home exposure or tax problems, before your meeting. Everything you enter is confidential and protected by attorney-client privilege, and estimates are fine. The more you complete before your appointment, the better your fifteen minutes will be.
Why does the intake form ask about my goals and finances?
Because a plan can’t be designed around goals we don’t know. The Goals & Priorities Assessment in the form is where you tell us what matters most — staying in your home, protecting an inheritance, keeping your family out of court — and it’s what your attorney designs around. The financial questions let him spot real risks, like nursing home exposure or tax problems, before your meeting. Everything you enter is confidential and protected by attorney-client privilege, and estimates are fine. The more you complete before your appointment, the better your fifteen minutes will be.
You've done the learning. Now start the discovery.
Complete your intake form — including your Goals & Priorities Assessment — and Attorney Bifulco will review everything personally before you walk in. The more you complete, the better your fifteen minutes will be