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A properly prepared estate plan ensures that your wishes are clearly documented and that your family is protected.
Our office assists Maryland and Washington DC residents with estate planning services including wills, powers of attorney, healthcare directives, and trust planning. Each estate plan is tailored to the client's circumstances and planning goals.
Basic Estate Plan – Individual
Basic Estate Plan – Individual
Flat Fee: $1,000
Includes:
• Last Will and Testament
• Financial Power of Attorney
• Healthcare Directive
Best for individuals who want their wishes documented and their affairs organized.
Estate Plan for Couples
Estate Plan for Couples
Flat Fee: $1,400
Includes:
• Two Last Wills and Testaments
• Two Financial Powers of Attorney
• Two Healthcare Directives
Recommended for married couples who want coordinated estate planning.
⭐ Revocable Living Trust Planning
⭐ Revocable Living Trust Planning
Recommended for homeowners, parents with minor children, and clients seeking to avoid probate.
Starting at $2,200+
Includes:
• Revocable Living Trust
• Pour-Over Will
• Financial Power of Attorney
• Healthcare Directive
• Basic trust planning consultation
Often recommended for individuals who:
• own real estate
• want structured inheritance planning
Important Notes
Important Notes
Trust planning does not include:
• tax planning or tax advice
• trust funding assistance beyond preparation of one deed
• preparation of additional deeds or transfers of multiple properties
• complex asset or business structuring
Additional services may be quoted separately depending on the client's circumstances.
Is This the Right Type of Planning for You?
Is This the Right Type of Planning for You?
Our estate planning services are designed for individuals and families who want clear and straightforward planning for their assets and family.
Clients are typically a good fit for this type of planning if they:
• want to create or update a will or trust
• want to simplify matters for their family
• own a home or other assets they wish to pass on
• want to plan for guardianship of minor children
Situations That May Require Additional Planning
Situations That May Require Additional Planning
Some situations may require more customized legal planning, including:
• tax planning strategies
• complex business ownership structures
• multiple investment properties or large real estate portfolios
• advanced estate tax planning
In those situations, additional services may be recommended and quoted separately.
Consultation
Consultation
Before preparing estate planning documents, we recommend scheduling a consultation to review your goals and determine the appropriate planning structure.
During the consultation we will review your family situation, assets, and planning goals and recommend the appropriate estate planning structure.
Most clients complete their estate planning documents within 1–2 weeks after the consultation.
Legal Plan Clients
Legal Plan Clients
Clients who are covered under a legal plan should contact our office directly so that coverage can be verified before scheduling.
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