If you hire this pro, you’re covered by a money-back guarantee. Learn more
If you hire this pro, you’re covered by a money-back guarantee. Learn more
About
If you own a home or have children, you've probably wondered whether a will is enough—or if you should have a trust.
That's one of the most common questions families ask, and the answer depends on your situation.
I help families throughout New Jersey, Pennsylvania, and Delaware understand their options, make informed planning decisions, and get everything set up correctly from the beginning.
Sometimes a will is the right choice.
Sometimes a trust provides greater protection, privacy, and control.
The goal isn't to recommend the biggest plan.
It's to recommend the planning approach that best fits your family.
A complete estate plan is more than having legal documents. Your documents, beneficiary designations, account ownership, and trust (if you have one) should all work together so your wishes can be carried out when your family needs them most.
I help families avoid common problems such as:
• Accounts that don't match the estate plan
• Outdated beneficiary designations
• Assets passing in ways they never intended
• Trusts that are never properly funded
Everything is handled virtually, so you can complete the entire process from the comfort of your home in just a few short meetings.
Here's what you'll receive:
✓ A clear recommendation based on your family's needs
✓ Estate planning completed through our attorney-supervised planning platform
✓ Step-by-step guidance from beginning to completion
✓ Help coordinating your accounts and beneficiary designations with your plan
✓ Trust funding guidance when applicable
✓ A simple, guided virtual experience
Most estate plans are completed in approximately 30 days.
Best fit for:
• Homeowners
• Parents with minor children
• Married couples
• Business owners
• Families who want confidence that everything works together
⭐ Top Pro
⭐ 5.0-Star Rating
If you're not sure whether a will or trust is right for your family, send me a message.
I'll answer your questions, explain your options in plain English, and help you determine the planning approach that best fits your family's needs.
Overview
Current Top Pro
Hired 91 times
Serves Cherry Hill, 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, Check, 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
Projects and media
Reviews
Customers rated this pro highly for responsiveness, professionalism, and value.
Exceptional 5.0
28 reviews
5
96%
4
4%
3
0%
2
0%
1
0%
Your trust means everything to us. Learn about our review guidelines.
Read reviews that mention:
Patricia P.
1 month ago
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Hired on Thumbtack
I found Eric Rodriguez to be of a warm, pleasant and patient demeanor. He listened carefully to the due diligence that I had already done on-line and with others pertaining to my end of life planning, then, he respectfully explained a lot of stuff that I had not fully understood or already done incorrectly. Eric outlined necessary points and necessary corrections that would later down the road prevent legal entanglements between the courts, my personal representatives, family and beneficiaries. I rarely ever find anyone that I enjoy having lengthy conversations with, however, Eric allowed me to drive my points, then, he asked permission to present most of his points and recommendations. Mainly, I was extremely impressed with Eric’s knowledge base while he helped me to understand more clearly a lot of information that I had read about on-line, thought I understood but did
not. I am grateful for finding Eric !
Thank you Eric for your kindness, patience, reducing my stress level and getting me on the right track.
Patricia P.
July 30th, 2026
Eric Rodriguez | Estate Planning & Trusts's reply
atricia, thank you so much for your thoughtful and generous review. It truly means a great deal to me.
Estate planning can feel overwhelming, especially when you've already spent time researching on your own and are trying to sort through conflicting information. I'm glad we were able to take the time to walk through your questions together, clarify the areas that weren't clear, and help you feel more confident in your decisions.
Thank you for trusting me with something so important. It was a pleasure getting to know you, and I'm grateful for the opportunity to help you put a plan in place that brings greater clarity and peace of mind. I wish you and your family all the very best.
Wills and Estate Planning
Rachael H.
Apr 23, 2025
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Hired on Thumbtack
Eric is a true blessing to anyone seeking help with their estateplanning. My mom had a medical emergency, and I’ve been helping my parents with getting their affairs in order. Regardless of where you’re at in life, it can be overwhelming to face end of life decisions, but Eric found the empowerment to be had in the process and has sharing it with the world for 20+ years. You can tell where his heart is at in this industry. My personal advice is that you will gain a better experience by being transparent about what you’re looking for. You can tell he genuinely cares. Eric’s compassion and clear explanations turned a daunting task into a comforting experience. I’m a type A who does a lot of research before trusting and committing to things, and so I spoke to other professionals on thumbtack, and Eric’s who we’re going with. I’m incredibly grateful for his support and highly recommend him to anyone in need of thoughtful and professional legal assistance.
Eric Rodriguez | Estate Planning & Trusts's reply
Absolutely honored—thank you for such a heartfelt and thoughtful message.
Helping your family through this process has been a privilege. I know how emotional and overwhelming it can be, especially when it involves aging parents and unexpected emergencies. That’s why I’m committed to making sure every family feels seen, heard, and guided—not pressured or confused.
Your words mean a lot, and I don’t take your trust lightly—especially knowing you took the time to research and compare. Transparency, clarity, and compassion are at the heart of everything I do. I'm truly grateful we could connect, and I look forward to continuing to support your family with peace, confidence, and protection.
Thank you again—it’s families like yours that remind me why I do this work.
Wills and Estate Planning
Sunita K.
May 18, 2026
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Hired on Thumbtack
Eric was super knowlegable and very patiently explained the ntire trust vs will process in detail. He suggested good options customized to our needs. Definitely recommend hmi
Wills and Estate Planning
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 estateplanning and financial planning.
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.
Eric Rodriguez | Estate Planning & Trusts'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
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.
