Your Legacy is our Passion

Getting started is Easy

Many people delay their Estate Planning because they don’t know where to start - we make the process both easy and efficient for you. Without the stress!

Unlike other firms, our Estate Planning Consultations are free of charge!

Why You Need an Estate Plan

Securing an Estate Plan catered to your particular wishes allows you to protect your loved ones’ future, secure your assets, ensure your wishes are followed, avoid disputes, provide for your children, preserve your legacy, direct your financial and legal affairs, and medical care directives (including end-of-life issues) if you become incapacitated.

Don’t leave these decisions to chance, strangers, or the government.

The Importance of Periodically Reviewing Your Estate Plan

When was the last time your estate plan was reviewed? If you have an estate plan and you have never had it reviewed, or if your estate plan is over three years old, or if you have had any major events in your life, now’s the time! 

We will review your estate plan for FREE!

See What Our Clients Are Saying: Secure Futures, Happy Customers

  • "My husband and I hired Ricky Berger to create our Estate Plan. Ricky is extremely, knowledgeable, thorough, and professional. The plan that Ricky created for us gives us the peace of mind that we need with respect to protecting each other, our children, and our assets. We both recommend Ricky to family, friends, and colleagues without hesitation."

    Wendy K.

  • "Ricky created an awesome estate plan for our family last year. He listened very hard to our wishes and guided us through the many steps of clarifying and manifesting a guide-book for our children for the coming thirty years. He was patient with us and explained all the ins and outs of Power of Attorney, Executor and Health Proxy. He helped the whole family engage in a dress rehearsal for the functions we will all have as Ed and I age and pass on. He gave us a valuable service at a very reasonable price. The experience was invaluable, and I can't recommend him more enthusiastically as an estate planner."

    Helen RT.

  • "I wanted to thank you (Ricky) and commend you on your professionalism. Not only did you do a great job on our estate plan, long overdue I am sorry to say, but I have had numerous clients also thank me for referring you to them as you always explain everything clearly and concisely. Thanks for all your help."

    Alan K.

  • "My husband and I were very pleased with the estate planning service that Attorney Berger provided to us. He had so many items in our documents that we would never have thought of and going forward should not have to keep changing as situations may change for us. Very thorough. Highly recommend."

    Jo Ann B.

  • "My first estate planning with Mr. Berger was about 15 years ago and he did an estate plan for myself and wife at the time. He was extremely thorough and did a great job of making sure all of our assets were protected and if something should happen then all of our items ended up in the correct places that we wished. Mr Berger was extremely helpful in guiding us in the directions we wanted and explained the ins and outs of everything we needed to know and even items we thought we knew about. I would highly recommend his services and his professionalism and he is also very interested in his clients in more than a business manner but also wants to know them so he can aid them in the best possible way. Thank you for the great service and I will be needing the same service again and will only be using Mr. Berger."

    Dan C.

  • "I have known Ricky Berger in two way for over twenty years. He and I served together on a committee of a non-profit. When the law office that allowed our committee to meet there after hours forgot to leave the key to lock the office afterwards, I called their secretary to bring the key. Ricky volunteered to wait with me until the secretary arrived. As a lawyer, he knew that the other firms confidential documents might be exposed to prying eyes, so he stayed with me to bear witness, if needed, that I didn't look at any of the firm's documents. I later hired Ricky to create my last will and testament. As the cofounder and owner of a women's health medical device company, I wanted to ensure that my death would not interrupt the development of our cure for 750 million incontinent women worldwide, so Ricky put language into my will allocating enough of my shares in my company to my co-founder that she could own the majority of the company's shares and continue the company's mission. He also arranged to divide my remaining assets between my two sons, and to request that they take care of my girlfriend financially. The result was his drafting of a document that met all my needs in a will, which I signed."

    Jerry S.

  • "We hired Ricky to create our estate plan. He took great care to ask questions to better understand our goals and values and then explained how that translated into different choices, which he then guided us through making. He balances his expert knowledge with care and compassion. We consider him a trusted partner."

    Sue D and Peter H

  • "We hired Ricky to create our estate plan. He took great care to ask questions to better understand our goals and values and then explained how that translated into different choices, which he then guided us through making. He balances his expert knowledge with care and compassion. We consider him a trusted partner."

    Pete and Sujatha M.

  • "We have been putting off getting our Estate Plan together for a long time. We are so glad we reached out to Ricky as he made the process so easy and explained any questions we had clearly and professionally. We had some niche questions for him and he took time to research, consult and make sure he came back with the best answers he could to our questions. It is clear he is passionate about what he does and takes great pride in going a great job. We are very satisfied with his work and would highly recommend him to anyone needing to get their Estate Plan completed."

    Laci. G

  • "Ricky met the task of putting together our estate with an ebullient enthusiasm and a deep professionalism. He navigated us through every step in the process often translating the esoteric legalistic jargon into a clear language we understand. Most importantly he always asked us what WE want for the future while ensuring the legal language will adhere to these wishes. His background in music and entertainment law was an added advantage when creating a trust that deals with my intellectual property as a composer. We highly recommend Ricky to anyone seeking estate planning services!"

    Christian G.

On The Blog…

Working With Us is Simple and Straightforward

At Commonwealth Estate Planning we offer total transparency. Here is our client-approved process…

The Difference Between Will-Based Estate Plans & Trust-Based Estate Plans

People seem to think that a Trust-Based Plan is always the best choice for them because they are told they are better and they are more expensive. The fact is, choosing between a Will-Based Estate Plan and a Trust-Based Estate Plan involves a number of factors to consider and many times a Will-Based Plan is the right choice.

Meet with us for FREE !

All Initial Consults are FREE and Virtual via Zoom!

There’s no commitment, no pressure, and no obligation.