Welcome TLC Members!

The Legacy Club

Where Your Planning Becomes a Legacy

The Legacy Club is a premier community for clients who have completed their estate planning with us and are committed to keeping their plan up-to-date through ongoing maintenance and education.

As a Legacy Club member, you gain exclusive access to:

• Annual Plan Reviews – ensuring your documents always reflect your current wishes and life changes
• Priority Access to Legal Team – faster response times and dedicated support
• Educational Events & Workshops – stay informed on legal updates, planning strategies, and family-focused topics
• Exclusive Member Resources – guides, newsletters, and tools to empower you and your loved ones

Membership in the Legacy Club means peace of mind—knowing your plan will continue to work when your family needs it most.

Your plan is done. The Legacy Club keeps it alive.

Experience Peace of Mind with Our Proven Process

At Estate Planning Law Center, we understand that planning for the future can feel overwhelming. That’s why we’ve crafted a proven, five-step process to ensure your estate plan is comprehensive and tailored to your unique needs.

Meet Barbara Urbanke!

Since 2017, Barbara has been a valued and loyal client of the Estate Planning Law Center. Her trust in our services led her to join our exclusive Maintenance Program in 2019, ensuring her estate plan remains up to date and aligned with her evolving needs. Over the years, we have had the privilege of assisting Barbara in safeguarding her legacy and providing her with peace of mind, knowing her assets are in order.

 

Listen to my story

TLC Member Testimonials

"What stands out for me from this experience the most is the knowledge of the staff and their overall experience with the information presented to us."

-Pat & Judy R.

"We are comfortable with EPLC as they are and have been very helpful with any questions or problems that have surfaced in the past. EPLC has been timely with their maintenance programs keeping us abreast of the many changes that are proposed or enacted in Albany and Washington."

-Mr. & Mrs. Sirtoli

"Very pleased with assistance everyone has provided to my questions."

-Bernie F.

Meet The Legal Team at Estate Planning Law Center

Attorneys

The attorney’s are responsible for all legal aspects of planning including Wills, Health Care Proxies, Power of Attorneys, Living Wills, personal care plans, Trusts, Asset Protection Planning, Probate/Trust Administration, Business Services Planning, Advanced Tax Planning, Medicaid Qualification and Special Needs Planning.

David J. Zumpano, CPA, Esq.
Founder
Jennifer M. McDonnell, Esq., RSSA
Partner
Elizabeth A. Evans, Esq.
Attorney

Client Services Team 

Client Services assists clients of the firm with appointments, referrals, questions and directs them to the appropriate team member responsible for their need.

Aryn C. Hensel
Client Services Coordinator
Gia M. Andrews
Client Services Satisfaction Specialist
Marcus E. Manley
Client Services Enrollment Specialist

Paralegals

Our Paralegal Department comprises specialized professionals dedicated to providing exceptional legal support.

Samra Patkovic
Trusts & Estates Coordinator
Karen A. Steckler
Medicaid Coordinator | Paralegal
Diana M. Gohringer
Drafting Coordinator | Paralegal
Tristan M. Wentworth
Funding Coordinator | Paralegal

Marketing Department 

 Our Marketing Department is dedicated to educating the community on the importance of estate planning and supporting client engagement through events, communications, and digital content. 

Clayton N. Arnold
Director of Marketing
Vanessa L. DiLauro
Marketing Coordinator
Briana L. Moriarty
Workshop Presenter

Finance & Operations

The Finance and Operations Department oversees the internal systems that keep our firm running smoothly. From managing billing and financial reporting to ensuring efficient workflows and administrative support, this team plays a critical role in maintaining the accuracy, stability, and overall functionality of our day-to-day operations.

Melissa E. Petronio
Director of Finance
Zhiwen Wan
Finance Specialist
Ginger Y. Cole
Director of Human Resources
Kyle P. Madigan
Director of Operations

The Legacy Ledger

The Legacy Ledger is your trusted source to stay connected with what’s happening both behind the scenes and beyond our walls. From team trainings and firm milestones to community events and educational outreach, this section highlights the meaningful work we’re doing every day to support our clients and give back to the community. We’re proud to share how we’re growing, learning, and serving—so you can see the heart behind our mission.

New Employee!

Jul 18, 2025

Intercompany Training Day

Jul 18, 2025

I can’t begin to express the deep transformation that occurred in every aspect of my life

Rebecca Night

We Want to Hear From YOU!

Your feedback is important. Let us know how we're doing!