Estate And Trust Planning

Comprehensive Estate Planning by the People Who Wrote the Book

Who better to prepare your traditional estate planning documents than the firm that is nationally known for its work on behalf of those who want to retire with dignity and independence? Firm Founder, Rory Clark, Esq., literally wrote the book, The Family Estate Planning and Elder Law Guide (2019). Not every client needs sophisticated long-term care or tax planning, but this does not mean that all estate planning lawyers are the same. Our planning professionals have the legal and personal experience to handle your more traditional estate planning matters and deliver a “cut-above” product. Our “Fundamentals” and “Family” planning levels, in particular, are created from an elder law perspective because we know that sometimes the unexpected happens and having the right kind of tools available can make all the difference in an emergency. All of our estate planning packages are provided on a fixed-price and economical basis.

The BASICS Plan

The BASICS planning level is designed for those who are budget conscious but know they need to have something in place in case of an emergency. With the Legacy Elder Law Center’s BASICS plan, you can appoint guardians for minor children and specify who you want to handle your affairs in the event of your death. The BASICS includes more than planning for your death. It includes basic emergency life planning as well. Be confident that emergencies will be handled by those you trust by naming agents to make healthcare decisions in the event you are not able to handle your medical affairs and manage your financial matters. The BASICS may be perfect for the new homeowner or the young family. We offer separate pricing for single and married clients.

Our BASICS Plan Includes:

Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
Simple Durable General Financial Power of Attorney
Last Will and Testament

The FUNDAMENTALS Plan

The FUNDAMENTALS planning level is designed for those who want to avoid probate and make it is as easy as possible for those they choose to easily and conveniently handle their affairs in the event of a disability. At this planning level, Legacy Elder Law Center clients can rest assured that no court intervention will be necessary to appoint a guardian or conservator for them. Their most-trusted family members or friends will be able to directly and immediately help with financial and medical decisions, if required. The FUNDAMENTALS plan takes care of guardians and trusts for minors and makes the cumbersome and expensive probate process unnecessary.

Our FUNDAMENTALS Plan Includes:

Enhanced Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
Enhanced Durable General Financial Power of Attorney
Probate-Avoiding Revocable Living Trust
Last Will and Testament
Retitling Assistance
All Necessary Virginia, Maryland, and D.C. Deeds
One-Year Membership in Our Concierge Care Plan

The FAMILY Plan

For the serious traditional planners, our FAMILY Plan not only provides a comprehensive estate plan with guardianship and probate avoidance, this plan creates a legacy of responsibility and protection not just for the current generation but for your descendants as well. Our FAMILY Plan allows you to safeguard your heirs’ inheritances from divorce, creditors, and addiction as well as confidently plan for those who may have special needs.

Our FAMILY Plan Includes:

Enhanced Advance Medical Directive and Durable Healthcare Power of Attorney with HIPPA Authorizations
Enhanced Durable General Financial Power of Attorney
An Enhanced, Probate-Avoiding Revocable Living Trust designed to protect the assets you leave to your beneficiaries from the divorce court, their creditors, and from possible addiction. This trust also contains provisions to protect inheritances that would go to beneficiaries with Special Needs so as not to interfere with their own valuable income and healthcare benefits.
Last Will and Testament
Retitling Assistance
All Necessary Virginia, Maryland, and D.C. Deeds
One-Year Membership in Our Concierge Care Plan

Emergency Guardianship Planning

Clients may add our Emergency Guardianship Plan to any level of service for a fixed price of $500. The Emergency Guardianship Plan is designed to instantaneously protect your children from custody by child protective services and/or the foster care system in the event of an emergency or sudden death. Our proprietary temporary and emergency designation is drafted to comply with statutory requirements. It becomes immediately effective and covers your children until the court can appoint a suitable temporary or permanent guardian.

Emergency Guardianship Planning Includes:

Our Proprietary, Multi-State Temporary and Emergency Guardianship Designation

“They help good people through difficult times…”

Online Reviews

Legacy Elder Law Center4.7

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Robert Schoen

26/03/28

The staff I spoke with and emailed were helpful and professional.

Sharon

26/03/27

I phoned Legacy Elder Law Centre from Canada regarding probate of an estate in Virginia. Spoke to the receptionist with a brief description of the services I needed to deal with. She was very nice and very helpful. She knew exactly who I needed to speak to regarding this matter and informed me she would give my message to Emily, who would call me back shortly.
Emily did in fact call me back shortly and listened to my questions and concerns and answered all my questions. By the end of the phone conversation I felt very comfortable with Emily and that she was the right person to help me. She listens...and she answers. She is very knowledgeable and she is amazing. It will be stress free and comfortable working with her.

Rebecca Hoskins

26/03/27

Very professional and courtesy. Instilled confidence in me

Response from the owner:Thank you, we a pleased that we were able to instill confidence!

Jason Sapp

26/03/23

Steve Bingham was a huge help in assisting my family with selling my mother’s house after her passing. I am out of state and the house needed some work. We used his guidance to sell the house quickly and for more money than expected.

Response from the owner:Jason, thank you—I really appreciate you taking the time to write this.

I know handling everything from out of state, especially with a home that needed a lot of work, isn’t easy. I’m glad I could help guide you through it and get the property sold quickly with a better-than-expected result.

It was a privilege to work with you and your family during a difficult time. If you ever need anything in the future, don’t hesitate to reach out.

Steve B.

John C.

26/03/19

My mother passed and ger affairs were in order. However, my siblings and I have little experience with probate and estates.

The staff at the Legacy Elder Law Center were excellent. Responsive, immediate appointment, superb job breaking down the process, which turned out to be easy for us. The main thing was it took time.

Special thanks to Rachael Watkins who stayed on top of things, explained everything thoroughly, and gently but persistently nudged the executor, ME, to get everything done. Thanks so much Legacy Elder Law Center!

Response from the owner:John,
We’re glad our team was able to make the probate process clear and manageable during a difficult time. It’s great to hear that Rachael provided the right balance of guidance and follow-up to help keep everything on track.

We truly appreciate your kind words and your trust in us.

TZ1000

26/03/12

Excellent interview and experience.

Response from the owner:Thank you!

Regina McConnon

26/02/24

My mother and I reached out to Legacy Elder Law Center for legal services related to Medicaid and estate planning for my father. After our initial consultation with Eliz, we knew that we would be in good hands. Odalis was especially wonderful to work with. She was very knowledgeable and always responsive to our questions. We can't thank her enough for all of her work. We're still working with the firm for some additional guardianship and conservatorship issues, and the entire team has been great to work with.

Response from the owner:Regina, thank you for taking the time to share this. We know how overwhelming Medicaid planning and estate matters can feel, especially when they involve someone you love.

We’re so glad your initial meeting with Eliz gave you confidence moving forward, and we truly appreciate your kind words about Odalis.

We’re grateful for the opportunity to continue supporting your family with the guardianship and conservatorship matters as well. Please don’t hesitate to reach out if you need anything along the way.

Theresa Christopher

26/02/17

Legacy Law Group truly provides exceptional customer service. Rory's knowledge and professionalism immediately put our family at ease with our complicated guardianship/conservator case. It is very clear he understands the law inside and out. His team is excellent, especially Odalis who I have had the pleasure of working with regularly. She is quick to respond and if there is something she doesn't know, she is following up to find the answer. This team has made a stressful situation feel manageable. We appreciate all of their hard work!

Response from the owner:Thank you, Theresa, for your incredibly kind and thoughtful review.

We know that guardianship and conservatorship matters can feel overwhelming, especially when family dynamics and court requirements add layers of complexity. It means a great deal to us that Rory’s guidance helped put your family at ease and that you felt confident in his knowledge and professionalism.

We’re also so pleased to hear your kind words about Odalis. She takes great pride in being responsive, thorough, and making sure our clients feel supported every step of the way. I will be sure to share your comments with both of them and the entire team.

Thank you for trusting The Legacy Law Center during such an important time for your family. We truly appreciate the opportunity to serve you.

Melissa Kaiser

26/02/10

Where to start! This law firm is FANTASTIC! As a child of elderly parents in the midst of an alarming legal situation dealing with their care, they were the only firm in town that 1. answered the phone and 2. connected me to someone who could help me right away. The person I worked with was Emily Wanchisn, a wonderful person and paralegal. She helped me interpret the legal documents that were signed by my parents, explained what my responsibilities and limitations were, and did it all with a kindness and compassion you don't find very often in the world these days. I was never once made to feel "crazy" which can happen when emotions are high. I hope someone reads this review and it informs their decision to hire this law firm. They are great and know their stuff!

Response from the owner:Thank you very much for taking the time to leave us this thoughtful review. We are pleased that Emily was able to put you at some ease during trying times.

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Legacy Elder Law Center’s ability to listen to you, map out a financial strategy and follow through with expert planning and advocacy is invaluable in securing your family’s financial future no matter what event comes along down the road.

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