Step One. Initial Consultation
Thank you for selecting our firm to assist you with your estate planning needs. The first step in becoming our client is your complementary initial consultation, which you may schedule by calling our office at 301-738-7061. You may meet with an estate planning attorney at either of our two locations.
To prepare for your initial consultation, you should complete, to the best of your ability, one of the applicable questionnaires listed below. You may forward it to our office prior to your consultation, or bring it with you when you meet with us.
- Estate Planning Questionnaire (For Typical Estate Planning concerns)
- Estate Administration Questionnaire (For Probate and Trust Administrations)
Step Two. Complimentary Consultation
During your appointment, we will review the questionnaire with you, discuss your goals and objectives and make recommendations.
Step Three. Engagement Letter
If you choose to retain our services to assist you with your estate planning needs, then we will provide you with an engagement letter detailing the services to be provided and the fees. If at all possible, it is our preference to quote a fair fixed fee for the engagement. For those engagements where a fixed fee is not appropriate, our fees will be based on our current hourly rates.