Certified Estate Advisor – Eric Rodriguez

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Draft needed

Number of people

Responds in about 2 hours

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About

Structured Estate Planning for Homeowners & Parents Attorney-Reviewed. Guided. Completed Properly. Everyone has an estate plan. The question is whether you choose it — or the state chooses it for you. I lead a structured, attorney-reviewed estate planning process for families in NJ, PA, and DE who want their planning handled correctly the first time. This is not a document-only service. It is guided, coordinated estate planning with legal review and implementation support. What You Receive ✓ A clear recommendation (Will or Trust) based on your situation ✓ Attorney-reviewed legal documents ✓ A lead estate planning advisor guiding the process ✓ Dedicated legal drafting and client coordination support ✓ Clear timeline — most families complete in about 30 days ✓ Guidance to properly fund your trust so it actually works You are not handed paperwork and left alone. You are supported from start to finish. Designed For: • Homeowners • Parents with minor children • Families who want to reduce probate delays for properly structured assets • Couples who value privacy and clarity • Families ready to complete their planning correctly If you’re simply looking for the lowest-cost document service, we may not be the right fit. If you want structured, attorney-reviewed planning handled properly, we should talk. ⭐ Rated 5.0★ by local families here on Thumbtack. Next Step Tap “Check Availability.” We’ll schedule a straightforward call to understand your situation and determine the right level of protection. If it’s a good fit, we outline next steps clearly.

Overview

Current Top Pro

Hired 62 times

Serves Englewood, NJ

Background checked

15 employees

24 years in business

Business hours

Sun8:00 am - 8:00 pmMon8:00 am - 8:00 pm

Payment methods

This pro accepts payments via Apple Pay, Credit card, Google Pay, PayPal, Stripe, and Zelle.

Top Pro status

Top Pros are among the highest-rated, most popular professionals on Thumbtack.

2025

Services offered

Draft needed

Will and Power of attorney

Living trust

Number of people

Individual person

Couple (individual and spouse)

Work location

My customers travel to me

I travel to my customers

Projects and media

Reviews

Customers rated this pro highly for responsiveness, professionalism, and value.

Exceptional 5.0

24 reviews

5

96%

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Read reviews that mention:

Rhubur R.

Oct 3, 2025

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Hired on Thumbtack

My experience with Eric Rodriquez was great, very informative and he is very knowledgeable of the information I was inquiring about estate planning and financial planning.

Wills and Estate Planning

Rachael H.

Apr 23, 2025

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Hired on Thumbtack

Certified Estate Advisor – Eric Rodriguez's reply

Wills and Estate Planning

Re B.

Sep 9, 2025

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Hired on Thumbtack

Inital contact has been good. Very informative add provided a lot of information for us to help determine our next step.

Certified Estate Advisor – Eric Rodriguez's reply

Thank you for sharing your experience. I know how overwhelming estate and financial planning options can feel at first, and I appreciate the trust you’ve placed in me. I’m honored that my ongoing financial-readiness work with the Air National Guard helped give you the confidence to move forward. I look forward to guiding your family every step of the way.

Wills and Estate Planning

David G.

Sep 3, 2025

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Hired on Thumbtack

Eric, Thank you very much for leading Mom and I through the "Winding and Mysterious Trust Labyrinth". For the unfamiliar (Mom and I), there were many questions along the way in this process. Eric was there in the Trust Maze EVERY time we needed him. He guided us in the right direction with his own professional insights, and also with the additional expertise of his Inheritguard team (Eric of course, Chantel, Melissa) and undoubtedly many others. Thank You Eric. Thank You TEAM. Sincerely Mom and her Care-giver son.

Certified Estate Advisor – Eric Rodriguez's reply

It was truly an honor to walk with you and your mom through every step of the trust-planning process. I know how many questions can arise in such an important journey, and I’m grateful you allowed me—and our InheritGuard team of Chantel, Melissa, and others—to serve and guide you. Your care and dedication as a son are inspiring. Thank you for the kind words and for trusting us to help bring peace and clarity to your family’s future.

Wills and Estate Planning

Gilda A.

Aug 27, 2025

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Hired on Thumbtack

Eric was very professional & informative I really enjoyed speaking with him with him I’ll be seeing my daughter on Sat and I’ll have her talk to Eric ..

Wills and Estate Planning

Credentials

Background Check

Eric Rodriguez

FAQs

What should the customer know about your pricing (e.g., discounts, fees)?
Our pricing is structured to offer exceptional value, reflecting the dual benefit of legal and financial expertise in every plan. Packages start at a flat rate based on your unique needs, and I provide a complimentary 15-minute strategy session to discuss your goals. I aim for transparency, so you’ll know exactly what to expect without hidden fees.
What is your typical process for working with a new customer?
I start with a free 15-minute phone or Zoom session to understand your situation and offer initial guidance.
What education and/or training do you have that relates to your work?
I’m a licensed financial and legal professional and have extensive training in estate planning, including wills, trusts, and asset protection. This combined expertise allows me to bridge the gap between traditional, solely legal-based planning and a more comprehensive approach that also considers financial security. Additionally, we collaborate with our team of licensed attorneys for initial consultations and review final documents, ensuring they meet the highest standards.