Services
Start planning now for what matters most
Let’s plan together.
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. For more information about what these documents can accomplish or 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 book 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.
Main Planning Packages
Each package includes essential health and financial planning documents:
Durable Power of Attorney for Health Care/Advance Medical Directive
Living Will
HIPAA Release
Durable Financial Power of Attorney
Disposition of remains and final memorial planning (optional)
In addition, each package includes: a personal property memorandum, a signing ceremony with notary and witnesses, a binder for organization and storage, electronic copy of your documents on a USB drive, and a free plan review every 3 years.
Basic Will
Essential health care and financial documents listed above
Will
Family Will
Essential health care and financial documents listed above
Will
Includes guardian designation for minor children
Emergency Standby Guardian Designation for minors
Family Will with Trust
Essential health care and financial documents listed above
Will
Includes guardian designation for minor children
Includes testamentary trusts for spouse, children, persons with special needs, pets, etc.
Emergency Standby Guardian Designation for minors
Living Trust
Essential health care and financial documents listed above
Revocable Living Trust
Transfer of your primary residence into the trust
Guide for fully funding your trust
Pour-over Will
Includes guardian designation for minor children
Emergency Standby Guardian Designation for minors
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
Choice 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
Review/Updating of Existing Estate Plans - hourly