Services
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At Maryland Legacy Law, we provide all of the documents necessary to memorialize the plans you create to care for your loved ones. Your legacy is in good hands. We use flat fees for our main packages so you can feel comfortable asking questions and choose the plan that works best for your family without hidden costs. We typically use hourly rates for additional services like estate planning reviews and updates, trust funding support, irrevocable trusts, and special packages for young adults. For more information about what these documents can accomplish and a primer in estate planning lingo, visit our Frequently Asked Questions page.
If you’re looking for resources to support a Values-based planning process, you can purchase a workbook to help you stay grounded in your values while you’re engaging in this work for your loved ones. Legacy planning can have multiple sticking points, and the exercises and prep work here will help you prepare for the big questions that can sometimes get hidden behind all the legalese.
If you choose, you can schedule a 1-hour coaching session where I help you reflect and work through difficult planning questions before talking to an attorney in your home state. These are not attorney-client meetings, but will include legal information and the space to work through hard choices in a way that is authentic to your story, family, and goals.
Flat Fee Planning Packages
See below for additional services
Essentials - included in each plan type
Durable Medical Power of Attorney and Living Will (HIPAA Release is optional)
Durable Financial Power of Attorney
Advice about avoiding probate for various types of assets
Personal property memorandum
Disposition of remains and final memorial planning worksheet (optional)
Memos for your binder as needed, based on circumstances and values
Ethical Will memo (optional)
A signing meeting with notary and witnesses, a binder for organization and storage, electronic copy of your documents, and a free plan review every 3 years.
Basic Will Package - Essentials, plus a will to memorialize your intentions for what happens to your assets and belongings after your death. This option is most useful for persons without minor children to consider.
Family Will - Essentials, plus a will that includes terms for minor children, including naming guardians, and financial planning for minor children, short of using a trust. Includes emergency guardian designations and planning for dependents in the Financial Power of Attorney.
Family Will with Testamentary Trusts - Essentials, plus a will that includes trusts imbedded in it. This is commonly used for protecting the financial assets of minor children with maximum flexibility, and has utility for other types of beneficiaries as well. Includes emergency guardian designations and planning for dependents in the Financial Power of Attorney.
Living Trusts (minor children) - Essentials, plus a Revocable Living Trust and the supporting documents necessary to help it function. Includes a joint trust and separate trusts option for married folks. This helps families avoid probate, offer a more streamlined administration process, and provide better incapacity planning. This includes a focus on trust design for minor children, who will become beneficiaries in the future. Includes emergency guardian designations and planning for dependents in the Financial Power of Attorney.
Living Trusts (retirement focus) - Essentials, plus a Revocable Living Trust and the supporting documents necessary to help it function. Includes a joint trust and separate trusts option for married folks. This helps families avoid probate, offer a more streamlined administration process, and provide better incapacity planning. This includes a focus on trust design and asset alignment for folks planning for or actively living in retirement.
Additional Services
Values-based coaching session - $250
This one-hour session is for people in different stages of the process. Maybe you’re stuck on a hard decision, or debating with your spouse about who should be guardians for your kids. Maybe it’s difficult for you to talk about end of life planning. Maybe you’ve been putting this process off because you don’t know where to start and want an overview of your basic options and how they could fit your family.
Book a session and receive a Values-based Coaching workbook with exercises to help you reflect and get unstuck. We’ll hit the highlights of your experiences and your ongoing questions during our one hour conversation.
These sessions are not attorney-client session and include legal information, not legal advice. You can book one no matter where you live.
Young Adult Planning Meeting (for young adults 18-22) - $350
One hour meeting to discuss the legal ramifications of turning 18
Choose to execute starter versions of any/all of the following documents: HIPAA release, Durable Power of Attorney for Health Care/Advance Medical Directive, Living Will, Financial Power of Attorney
Group discount available
Irrevocable Trusts, Supplemental Needs Trusts, and Updating of Existing Estate Plans (Hourly)
Trust Funding, aka, aligning your financial life with your estate plan (Hourly)
For existing clients: Our Legal Assistant, Heather, will provide ongoing support to include accountability, connecting with financial institutions, and reviewing forms.
As a standalone service: Share existing planning documents with Jen and come up with a written plan during a meeting. Our Legal Assistant, Heather, will provide ongoing support to include accountability, connecting with financial institutions, and reviewing forms.