A Thoughtful Journey Toward Permanent Peace of Mind.
STEP 01
The Discovery Session
We begin with a deep dive into your family dynamics and priorities. This isn't just about assets; it's about understanding the people you love and the legacy you wish to protect.
STEP 02
Legacy Planning Session
Armed with clarity, we design your dynamic plan. Using our flat-fee model, we craft sophisticated wills, trusts, and guardianship designations tailored to your specific financial landscape.
STEP 03
Sign, Review & Finalize
Human-forward counsel means you're involved. We review every detail to ensure the plan reflects your humanity and financial literacy goals before moving to finalization.
STEP 04
Ongoing Support
Your plan isn’t set-and-forget. We provide complimentary updates any time you experience a major life change, or at least every three years—so your life and legacy plan evolves as your life does.
For Probate & Trust Administration Clients
If you’re here because a loved one has passed and you need help with Maryland probate or administering a Trust, we’ll walk you through a separate but equally supportive process.
We’ll help you:
- Decide if Probate is Necessary
- Understand Your Legal Duties
- File Petitions With the Court
- Communicate With Family Members
- Administer the Estate