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Attorney Assisted Estate Planning
Online or In-Person
For Maryland Residents

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Other Services

We offer a range of Other Services including Estate Administration and Business Succession Planning.

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Level of Service Plans Comparison Chart

All Level of Service plans include the 3 basic Estate Planning documents. Additional consultation may be required depending on the complexity of your Estate.

This quick comparison covers the highlights of the Level of Service Packages. For a full description of each level of service please see the appropriate page below, or contact us for a personalized quote.

Level 1: EPA Online

This service is for our clients who appreciate the opportunity to:

Complete estate planning online
Have documents drafted and reviewed by a Maryland-licensed Attorney

Pricing:

Individual: $322 ($75 credit when you purchase this Package)

Married: $547 ($100 credit when you purchase this Package)

Level 2: EPA Online Plus

This service is for our clients who would like to meet with an EPA Attorney to:

Gain an improved understanding of estate planning opportunities and risks
Add provisions unique to your personal needs and goals

Pricing:

(Same Pricing as our EPA Online service + $100.00 Attorney fee for in-person meeting)

Individual: $422
Married: $647

Level 3: EPA Traditional

In addition to the features of our Assured and Advanced service levels, you also get dedicated EPA Attorney to discuss all aspects of Trust creation, administration, and basic tax planning issues.

Discuss Insurance and Long-Term Care options
Create a Revocable Living Trust
Recognize charitable organizations through a Charitable Remainder Trust
Implement Advanced Tax Savings Strategies

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