Schedule Your Legacy Planning Session
If you are ready to get your estate plan in place, we are committed to helping you make the best decisions for you and your family.
Our Process
- We start our process with our informative Estate Planning Workshop, which will provide you with valuable information on estate planning techniques as well as our process and fees. Please click this link to watch our Estate Planning Workshop!
- At the end of the Workshop, you will receive a link to book your Legacy Planning Session with one of our experienced Estate Planning Attorneys, or you can use this link to Schedule a 15-minute appointment with our Estate Planning Coordinator online or call 301-760-2000, ext. 1 to get more information about our process.
We block out one hour of an Estate Planning Attorney’s time for your Legacy Planning Session. We will waive our normal consultation fee of $750, if you can commit to:
- Complete our Estate Planning Questionnaire at least three days before your consultation. This will get you financially organized, which will be a huge benefit to your loved ones regardless of whether you move forward with an estate plan, and will help the Attorney prepare for your consultation.
- If you are married and planning together, both spouses need to attend the consultation and watch the Workshop. Important decisions will need to be made and you will not be able to fully recap to your spouse all of the valuable information you will receive during the Workshop and your session with the Attorney.
- Let us know at least a week in advance if you need to reschedule your appointment so that the Attorney’s valuable time can be used to help another family.
We are excited to help you get this important planning in place to ensure you
Leave a Legacy Instead of a Mess!