Protect Your Family.
Keep Your Estate Private.
A trust-based estate plan for Maryland families — flat fee, no hourly billing, no surprises.
Start Your Estate Plan →No phone call required · No obligation · Takes about 10 minutes
Why This Matters
What Happens to Your Estate When You Die Without a Trust?
If you own a home, retirement accounts, or any significant assets, your estate will go through probate when you die — unless you have a trust.
Probate is not just slow and expensive. It is public.
Anyone — your estranged relatives, creditors, or scammers — can access your estate records online. Maryland probate filings are available for download for five cents a page. Your account numbers. Your balances. Your beneficiaries. All of it, available to anyone with a laptop and a credit card.
This is the Maryland probate inventory form. Every asset in your estate — bank accounts, retirement accounts, real property, investments — is listed here and filed as a public record. Available for download by anyone for five cents a page.
A trust avoids probate entirely. Your estate stays private. Your family handles everything without a judge, without a courtroom, and without strangers downloading your financial life for pocket change.
Is This for You?
This Is for You If…
- You own a home in Maryland — especially in Montgomery County, Bethesda, or the DC suburbs
- You have retirement accounts, brokerage accounts, or life insurance
- You have minor children and want to name a guardian
- You want to avoid your family going through probate court after you're gone
- You value privacy and do not want your financial life on the public record
- You have been meaning to do this for years and are ready to finally get it done
You do not need a large estate. You need assets worth protecting and a family worth providing for.
The Offer
A Complete Trust-Based Estate Plan
Flat Fee — No Hourly Billing
No surprise invoices. One flat fee covers everything.
$4,000 flat fee for most trust-based estate plans. Complex situations — including business interests or special needs planning — may require a custom quote. We'll tell you upfront before you commit to anything.
Your estate plan includes:
- Revocable living trust — keeps your estate out of probate and off the public record
- Pour-over will — ensures any assets outside your trust are captured
- Financial power of attorney — designates who manages your finances if you are incapacitated
- Healthcare directive & living will — documents your medical wishes
- HIPAA authorization — allows your family to speak with your doctors
- Personalized design meeting with Attorney William Day
- Document review and revisions until you are satisfied
- Signing ceremony coordination
Most clients complete their estate plan in under 60 days from first contact to signed documents.
The Process
Here’s How It Works
Step 1
Fill Out the Short Form
Tell us your name, contact info, and a quick picture of your assets. Takes about 2 minutes. No phone call required to get started.
Step 2
15-Minute Fit Call with Attorney Day
We connect by phone to confirm a trust-based plan is the right fit for your situation. You’ll get your most important question answered. No pressure, no pitch.
Step 3
Complete the Full Intake Form
After the call, we send a detailed intake form covering your family, assets, and goals. Takes about 10 minutes at your own pace.
Step 4
Design Meeting, Documents & Signing
We build your plan together, prepare your complete document package, and coordinate your signing ceremony. Most clients are done in under 60 days.
Ready to Protect Your Family?
Start with a short intake form. No phone call required. No obligation.
$4,000 flat fee for most plans · Complex situations quoted upfront · Under 60 days
Start Your Estate Plan →Questions? Call or text: 240-600-0174
