Client Resources

Everything You Need, In One Place

Start your estate plan, make a secure payment, or access helpful guides — all right here.

How It Works

Three steps to your estate plan

01

Complete the intake form

Fill out our secure online intake form with your family and estate details.

Go to Intake Form
02

Schedule your consultation

Book a free 15–60 minute phone or video consultation at a time that works for you.

03

Review & sign your documents

Your documents will be prepared, reviewed with you, and executed — all in plain English.

Secure Payment

Pay securely online — on your schedule

Once your consultation is complete and your plan is confirmed, you can submit payment securely online. We accept all major credit cards and ACH bank transfers. Cash App, Zelle, Venmo, and PayPal are also available — contact me after booking for those details.

Have questions about fees or payment plans? Call or email us directly — we're happy to discuss options.

Fee Schedule

All fees listed are starting prices. Final pricing is confirmed after your consultation based on the complexity of your estate plan.

Powers of Attorney Package

Contact for pricing

Financial Power of Attorney + Advanced Medical Directive / Healthcare Power of Attorney

Simple Will Package — Individual

Starting at $1,500

Last Will & Testament + Powers of Attorney for a single individual

Simple Will Package — Married Couple

Starting at $2,250–$2,500

Wills + Powers of Attorney for both spouses

Revocable Living Trust Package — Individual

Starting at $3,000

Comprehensive estate plan: Trust, Deed, Healthcare POA, Financial POA, Pour-Over Will, and all supporting documents

Revocable Living Trust Package — Married Couple

Starting at $4,000

Full joint trust-based estate plan with all supporting documents for both spouses

Deed Preparation — Maryland or D.C.

Starting at $750 per deed

Preparation, execution coordination, and recording of a deed transfer

Trust Review — Written Comments (Under 100 Pages)

Starting at $1,250

Thorough written review and comments on an existing trust document

Trust Review — Consultation + Written Comments (Under 100 Pages)

Starting at $1,500

Written review plus a one-on-one consultation to discuss findings and recommendations

Complex Trust Review — Over 100 Pages

Custom flat fee or hourly

Tax planning, special needs trusts, business succession, or other complex matters

À La Carte Services

Custom pricing

Need just one document or a specific review? Individual services are available tailored to your situation — schedule a consultation to discuss.

Exact fees are discussed and confirmed during your consultation. Payment plans may be available.

Helpful Guides

Reference documents & guides

Plain-English guides to help you understand your documents, prepare for your consultation, and know what to do after signing.

Checklist

Estate Planning Checklist

A step-by-step checklist of everything you need to gather before your consultation — from account numbers to beneficiary designations.

Request via Intake Form
Guide

What to Bring to Your Consultation

A plain-English guide to the documents, information, and decisions you should have ready before we meet.

Request via Intake Form
Post-Signing Guide

Understanding Your Trust

After your trust is executed, this guide walks you through funding your trust, updating beneficiaries, and what to do when life changes.

Request via Intake Form
Reference

Maryland & DC Probate Overview

A summary of the probate process in Maryland and Washington D.C. — thresholds, timelines, and how to avoid it.

Learn About Probate
Reference

Powers of Attorney Explained

What your financial and healthcare agents can and cannot do — and why naming the right person matters more than most people realize.

Learn More
Reference

Deed Transfer Guide

How to transfer real property into a trust or to a family member — and the title issues that can derail the process if you're not careful.

Learn More

Ready to protect your family?

Schedule a free consultation and let's build a plan that gives your family certainty — no matter what.