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(301) 805-5892


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Estate Planning Process

Get Your Estate Plan Prepared by our Experienced Maryland and DC Estate Planning Lawyer

Estate Planning Process:


  • Call 301-805-5892 to set up a free initial consultation. If married, both spouses should attend.
  • Prior to the scheduled appointment, we will e-mail or mail an Introductory Packet containing this Process Outline, an Estate Planning Questionnaire (bring completed Questionnaire to consultation), Estate Planning FAQs, Estate Planning Terms, and an About Us document to familiarize Clients with our firm.

In the consultation, the attorney will:

– Answer any initial Client questions

– Review Client Information Questionnaire

– Get to know Client Estate Planning goals and needs

– Review what estate planning tools would address Client goals and needs

– Recommend a specific Estate Plan that will meet Client goals and needs

– Provide a fee quote based on recommended plan

– Answer any follow-up Client questions

  • If Client(s) decide to proceed with Estate Plan, we will then proceed to:


  • The Design Phase can either be done immediately upon Client’s request to proceed and payment of 50% of the quoted fee, or at a later scheduled consultation in the office or over the phone
  • The fiduciaries will be assigned, distribution plans will be determined, and the details of the plan will be obtained


  • Attorney drafts the Estate Plan and sends a Summary and draft Estate Plan to the Client(s) for review
  • Any changes from the Client(s) are made to Estate Plan


  • Attorney reviews Estate Plan with Clients, answers any remaining questions
    Plan is executed


  • Assets are funded according to the plan


  • Annual review of Estate Plan is conducted and Maintenance Plan services provided, if purchased.
  • Maintenance Plan:

– Annual review on anniversary of plan of fiduciary designations, beneficiaries and their distribution provisions, tax planning, Medicaid planning, and disability planning (Summary sent to Client(s))
– Any necessary revisions made to fiduciaries and beneficiary designations
– Funding review (transfer of newly acquired assets based on plan)
– Access to attorney for Client questions throughout the year

Call today for a consultation with one of our caring and experienced Attorneys!

4201 Northview Drive, Suite 401 • Bowie, MD 20716 Serving the Maryland and DC areas

Office Hours

Monday 8:30AM - 5:30PM
Tuesday 8:30AM - 5:30PM
Wednesday 8:30AM - 5:30PM
Thursday 8:30AM - 5:30PM
Friday 8:30AM - 5:30PM
Saturday by appointment
Sunday closed
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