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Probate And Estate Administration

Free Phone Consult: 571-800-0678

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Probate, Trust Administration &
Fiduciary Services

Best Of Loudoun

Professional Guidance Through Probate or Trust Administration

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Whether you have been designated to handle the affairs of an individual who has died, or you are managing the assets of a trust for the benefit of certain individuals or charities, the laws of every state require you to fulfill your duties as a “fiduciary.” A fiduciary is bound to faithfully administer the trust placed in him or her and failure to do so can result in personal liability to estate or trust beneficiaries or even the court.

Unless the controlling document (usually a Will or a Trust) waives the requirement, every fiduciary must strictly comply with the following duties in handling their responsibilities:

  • Duty of Undivided Loyalty
  • Duty to Manage Assets in Accordance With the Prudent Investor Rule
  • Duty to Properly Allocate Income and Principal
  • Duty Marshall Assets
  • Duty to Prioritize Debts and Expenses
  • Duty to Inventory and Account
  • Duty to Inform
  • Duty to Prepare Tax Returns and Pay Taxes
  • Duty to Defend and Prosecute Claims
  • Duty to Determine Proper Compensation
  • Duty to Distribute

At best, the experience can be tedious and extremely time consuming.  At worst, it can be downright confounding.  When the individual must also deal with strong emotions and the ordinary pressures of everyday life, it can be difficult to muster the personal resources, time, and energy to do the job correctly.  Those who are dependent upon the fiduciary may be dealing with their own strong emotions and may hold their own notions about how fast and how thoroughly the estate or trust will be handled. 

Turning the estate or trust over to the Legacy Elder Law Center for administration ensures that it will be handled with scrupulous professionalism.  You can focus on the personal issues that are important and leave the details, tedium, and navigation of the process in capable hands. 

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“They help good people through difficult times…”

Online Reviews

Legacy Elder Law Center
4.7
See all reviews
Dan Hodge
Rory always been good to me he took me on afer my mother passed away and he set me up with a trust account for that i'm i'm greatful
Response from the owner: Thank you, Dan! We truly appreciate your kind words and continued trust. Rory and the rest of our team are always here to support you. Don’t hesitate to reach out if there’s anything else we can do for you!
roger velez
Very professionals and knowledgeable of the process of trust, wills and probates. Once the required information was delivered the process was fast, efficient and a happy outcome. Recommend them for your needs on these matters.
Response from the owner: Thank you, Roger! We’re so glad to hear you had a smooth and positive experience with our team. We take pride in guiding our clients through trusts, wills, and probate matters with professionalism and efficiency. We truly appreciate your recommendation!
Mike Montoya
Steve Bingham is an excellent realtor. My Sister and I want to thank Steve Bingham for all his help and guidance. The sale of our property was a bit complicated. There were several reasons including the property is located in Virginia and we are located out of state. Also, my sister and I were not knowledgeable in the difficulties and processes involved in the sale of this type and we relied heavily on Steve for his advise and guidance. Steve came through with flying colors. He was professional, understood the market and easy to communicate with. Steve made us feel comfortable through that entire process and that we were making the right decisions. We sold the property within two months. We strongly recommend Steve as a realtor.
Response from the owner: Thank you so much for your kind words and thoughtful review! It was truly a pleasure working with both of you. I’m glad I could help guide you through a complex sale and make the process as smooth and stress-free as possible.Most folks don’t realize that our firm also offers real estate listing services that go hand in hand with probate and estate administration. By combining legal and real estate support, we’re able to simplify the process for families—especially those managing things from out of state.Congratulations again on the successful sale, and thank you for the strong recommendation!
V B
We were very fortunate to have Legacy Elder Law Center assist us with the many issues that arose regarding my brother's death and the sale of his home. The staff is excellent and communicated with us every step of the way and answered our many questions. They are amazing and made a very difficult situation so much easier and manageable. We wish to thank the staff of Legacy Elder Law Center, with special thanks to Steve Bingham and Tyler Sitzlar.
Response from the owner: Thank you for your kind words and heartfelt review. We’re so sorry for your loss and truly appreciate you trusting Legacy Elder Law Center during such a difficult time. Our team is committed to guiding families through every step of the probate process, including the sale of real estate, and we're grateful we could help bring some peace of mind along the way.Steve and Tyler are honored to have supported you, and we’ll be sure to share your appreciation with the entire team. Wishing you and your family all the best moving forward.
Ashley Butler
I am highly impressed with the professionalism, urgency, and hard work that Rory, Liz, Chandler & others in this office displayed. I needed the appropriate documents filed to support my father in his estate and end of life planning. The package they offer provided all the documents he needed in a fast and urgent timeline. I was met with hugs and warmth as I worked with them closely to make sure everything was precise and correct.I would highly recommend their services no matter what your age is. Having all of the documents you need through out your life so your loved ones always know your wishes. If you are looking for the best, I highly encourage you work with them. I am blessed to have worked with them & Liz is absolutely amazing!Down to earth but professional to make sure you are always comfortable and understand the process.
Response from the owner: Thank you so much, Ashley, for your heartfelt review. We're truly honored by your kind words and so grateful you entrusted our team—including Rory, Liz, and Chandler—to assist your father during such an important time. It means a great deal to us to know that our warmth, attention to detail, and responsiveness made a difference. Planning ahead brings peace of mind, and we’re glad we could be part of that journey for your family. We'll be sure to share your kind words with Liz—she'll be thrilled! Thank you again for the recommendation.
Dawn
Emily listened, she is extremely knowledgeable. She explained things clearly, answered all of my questions and provided me with information that I needed that I didn’t think of.
Response from the owner: Thank you so much for your kind words! We're thrilled to hear that Emily was able to provide such a helpful and informative experience. She takes great pride in making sure clients feel heard and well-informed. We truly appreciate you taking the time to share your experience!
Julie
I have an awesome consultation! So much valuable information for deciding on what’s needed to protect my mother from wolves in sheep’s clothing.
Response from the owner: Thank you, Julie! We're so glad to hear your consultation was helpful and empowering. Protecting loved ones—especially from those who may not have their best interests at heart—is at the core of what we do. Please don’t hesitate to reach out if we can assist further as you move forward.
Kat Ninh
Call to enquire their legal services. Front desk didn’t get my question. Repeated a couple of times. She told me to call again. I did. She put me to voicemail and then block my number. Totally shocked.
Response from the owner: Thank you for taking the time to share your experience. We’re sorry to hear that you were dissatisfied with the interaction. We did speak with you at length to understand your situation, and our team did their best to assist. Unfortunately, the issue you are seeking help with—Social Security disability benefits—falls outside of the areas of law we handle.We understand how frustrating it can be when you're seeking answers during a difficult time. While we could not provide the legal support you needed, our intention was never to dismiss your concerns or block further communication. If there was a misunderstanding, we sincerely apologize.We wish you the very best and hope you're able to connect with a firm that specializes in Social Security matters who can better assist you.
L P
I would not use this law firm. The free consultation I received with Liz was a total waste of my time. She was doing house work while speaking with me on the phone which is unprofessional. She provided no useful information about what the lawyer can do for me. Instead she repeatedly emphasized their "price tag" for their products throughout the consultation.
Response from the owner: Thank you for taking the time to share your feedback. We’re sorry to hear that your experience did not meet expectations. It’s important to clarify that the purpose of the initial consultation is not to provide legal advice, but to understand your situation, determine whether our firm is a good fit, and explain how we may be able to help.We do discuss pricing during the consultation to be as transparent as possible about costs and services, so there are no surprises down the road. That said, we expect every member of our team to maintain a high level of professionalism during these calls, and we’re disappointed to hear that this was not your experience. Your concerns have been shared internally, and we will follow up to address them.
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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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Dan Hodge
Rory always been good to me he took me on afer my mother passed away and he set me up with a trust account for that i'm i'm greatful
Charles Price II
yo! these people are awesome! and Eliz is the best. Talk about being thorough, communicative, and wanting to put you in the best situation based upon where you are and where you are looking to go. I've been recommending them around to all my friends because I know how important this stuff is. And for them to offer the comprehensive help they do and aid to ensure you understand is well worth it!
Stephen A. Vaughan
Awesome Service
nell fagan
This consultation was very informative and helpful. I look forward to working with your group! I'll be in touch to set up an appointment.
Pamela Finster
It has been my pleasure to know and work with Attorney RoryClark and the staff of The Legacy Elder Law Center for the past six years. They have assisted me with the complexity of helping my parents create their irrevocable trust. With Rory's expertise and guidance, the entire family feels that our parents' financial future is secure. My thanks to all for making this experience so easy and allaying our fears.
Ashley Funk
Legacy Law was incredible and I look forward to working with them in the future!
Joe
They are an honest and reputable organization. I would recommend them to anyone that needs probate services in Virginia. They will look into every detail and give you an honest response to your questions. Racheal was awesome. Call them if you need their services.
Ashley Butler
I am highly impressed with the professionalism, urgency, and hard work that Rory, Liz, Chandler & others in this office displayed. I needed the appropriate documents filed to support my father in his estate and end of life planning. The package they offer provided all the documents he needed in a fast and urgent timeline. I was met with hugs and warmth as I worked with them closely to make sure everything was precise and correct.I would highly recommend their services no matter what your age is. Having all of the documents you need through out your life so your loved ones always know your wishes. If you are looking for the best, I highly encourage you work with them. I am blessed to have worked with them & Liz is absolutely amazing!Down to earth but professional to make sure you are always comfortable and understand the process.
Tamara Fleming
I appreciate the support you all provided me after losing my mother, in January 2024. Your team gave the information that allowed for me to make a difficult decision based on what was in my best interest. You all were even kind of enough refund my retainer fee. Grateful for your service.- Douglas Fleming
Brittain73
Just had a free consultation call with them. They were incredibly thorough in the initial call and covered all of my concerns. Highly recommend using them, also were very straightforward on pricing which was a relief!
Robert Keller
They were very accommodating and pleasant. Highly recommend.
Tricia Devlin
Needed some questions about probate answered. Emily was extremely knowledgeable, helpful and kind with my situation over the phone. (Wow, I didn't even have to drive into town for a free consult) Don't hesitate to use their practice if you need this type of information. I know this is Emily's job, but she made me feel confident to proceed with my actions and if I could I would give her more than five stars for how she spoke and treated me. Excellent experience. Thank you Emily!
robin boniface
Very good meeting! Rory handled all the questions my son had and was very patient. We are excited to execute the plan!
Spring Bartley
Legacy Elder Law Center has been exceptionally professional and understanding throughout my grief and loss and my legal worries
Vadim P.
Lisa Freire
This team has done nothing but work to help me. They have been confidantes, therapists, and obviously legal experts. They have taken a potentially disastrous situation and turned it around in a flash and explained all of my options at each stage of the process. I could not be happier with their work. We're not done yet and there are still some hurdles to jump but without them I really would be up the creek without a paddle.Thank you Leann, Rachael, Eliz, Rory and the rest for your patience, expertise, and kindness. Worth every penny.
Danielle Lavoie
Kristy Howell
Was very helpful and knowledgeable and gave me alot of good advice on how to handle my father's estate and I was very happy with the help I received through just one phone call
Chris Johnson
Emily was very helpful and informative. She took a huge weight off my shoulders.
Vita Russotto
Ms. Elizabeth Clark was a pleasure to speak with. She made me feel like I Was right at home. I look forward to working with her.
Barbara McMillan
Very helpful and informative!
roger velez
Very professionals and knowledgeable of the process of trust, wills and probates. Once the required information was delivered the process was fast, efficient and a happy outcome. Recommend them for your needs on these matters.
Mike Montoya
Steve Bingham is an excellent realtor. My Sister and I want to thank Steve Bingham for all his help and guidance. The sale of our property was a bit complicated. There were several reasons including the property is located in Virginia and we are located out of state. Also, my sister and I were not knowledgeable in the difficulties and processes involved in the sale of this type and we relied heavily on Steve for his advise and guidance. Steve came through with flying colors. He was professional, understood the market and easy to communicate with. Steve made us feel comfortable through that entire process and that we were making the right decisions. We sold the property within two months. We strongly recommend Steve as a realtor.
Phil Villarreal
Alexis Guirand
Emily Wanchisn has been very helpful. I appreciate her time & directions on how I should proceed with my probate issues. I will follow through & keep her informed on the outcome so she can direct or redirect me accordingly. I am grateful for her legal knowledge. The Legal Elder Law Center is recommended to all requiring this type of assistance.
Carlton Conley
My consultation with Emily was very pleasant and informative. We look forward to working with her.
Kurush Safikhani
THANK YOU SOOOO MUCH !!!!!I had the pleasure of speaking to Emily Wanchisn. At the Legacy Elder Law Center. Emily was kind, compassionate, understanding, and informative. Just to name a few. She was willing to listen to everything I needed to tell her. And honestly, I realize now. I told her ridiculous intricate details. I am so sorry Emily. But, regardless. Emily kept a smile on her face and mine throughout. Even though, it's extremely hard for me to discuss this situation due to ALL my health problems. And, I also get very emotional. I somehow with her help, kept a balance and got it done with a smile. I was soooo much happier at the end of the meeting. She went out of her way to help me. In way more than one way. This entire experience was honestly emotionally uplifting. I am starting to feel better and think different. I did not think that any of this was possible!!! She knew everything!! LITERALLY!! There was nothing that I needed to know when I hung up. I have endless questions, ALWAYS!!So, my only question is.....................WHY HAVENT YOU CALLED THEM YET?
V B
We were very fortunate to have Legacy Elder Law Center assist us with the many issues that arose regarding my brother's death and the sale of his home. The staff is excellent and communicated with us every step of the way and answered our many questions. They are amazing and made a very difficult situation so much easier and manageable. We wish to thank the staff of Legacy Elder Law Center, with special thanks to Steve Bingham and Tyler Sitzlar.
Marie Bailey
Emily, was very helpful to me and took the time, to explain the path that I needed to take, in order to move ahead, with my issue. She gave me, some much needed, peace of mind. Thanks again.
Lloyd Calderon
Excellent info; listened well to needs and concerns. Knowledgeable and respectful with a dose of empathy.
Lauren Penman-Garcia
Very helpful, knowledgeable and professional.
Edwin Allen
We greatly appreciate the assistance provided Liz with our elder care challenge. She responded quickly and provided excellent advice. Thank you!
Rosalie Wallace
EMILY WAS TRULY VERY HELPFUL ON TIME PHONE CONSULTATION I AM GOING TO HIRE THEM FOR I BELIEVE THEY WILL BE FOR MY BEST INTERESTS LOOK AY THEIR REVIEWS VERY REMARKABLE
Adrienne M
Very informative and professional
Dawn
Emily listened, she is extremely knowledgeable. She explained things clearly, answered all of my questions and provided me with information that I needed that I didn’t think of.
Julie
I have an awesome consultation! So much valuable information for deciding on what’s needed to protect my mother from wolves in sheep’s clothing.
Paul T. Leidy
Karen Tid
Emily is super and upbeat. I told of her the very hard issues of foreclosure and she gave me an assurance that it could be stopped. Since there is no money available until the 1st, she recommended a Free source. I called that number but unlike Legacy Elder Law Center, those phones aren't manned and no one ever called back.It's refreshing to have an upfront legal team who explained cost upfront. I recommend them highly. Your questions, calls, answers, and upfront expense are important and she addressed them quickly and amicably without judgement. Additionally called a day ahead of what I expected. She was sharp, fresh, and ready to go.Give them a call and trust their knowledge because I'd already done some research and she was spot on about the fees and their fee is fair. Great team!
Corque Board
Great start looking forward to getting to work
reginald melvin
Extremely professional and knowledgeable! Listened to my needs and provided very efficient and effective counsel!!!
Captain Tightpants
Very helpful and informative. Excellent and friendly staff as well!
Daniel Villalobos
Answered all my questions and looking forward to work with yall
Carmela Hutto-Kirby
Emily , shared from her heart , she was deeply concerned and invested in my situation. Listening with true compassion the advice she gave me was not to get me as a client but to help me to have peace , to move on to the next step .I just lost my Step mom have a brother trying to take advantage of the money in the trust.She was invested in our time together. Thankyou for her need more people like her in this selfish world ❤️
Cathleen Weadon
Brian Burns
We received great advice on planning for the future and protecting assets by setting up a trust, will, and AMD. Loved working with Rory, Kathy and the whole team.
Jet Lobster007
It was very enlightening.
Samuel Krislov
The Legacy Elder Law Center is just what we have been looking for: a place where people genuinely serve those who are elderly and protect them from the vagaries of old age and worry. Judy and i are both at ease as we go through the process of securing our needs and those of our loved ones. We recommend them highly. Their work is invaluable.
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