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To prepare for your initial consultation, please fill out our Single Person or Spouses Estate Planning Organizers.

If you complete this organizer, we can do a more complete job of estate planning for you, at a lower cost. We will be relying on the data supplied by you in this organizer for our recommendations for your estate planning.


If you have questions or need assistance, please call us at 443-589-5600 or fill out the form. Our team is happy to help and will get back to you as soon as possible.

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Our Office

11350 McCormick Road Executive Plaza 3, Suite 601 Hunt Valley, MD 21031


We are located in the multi-level buildings nearby the Hunt Valley Towne Centre. If you are entering from Shawan Road, our building is the farthest to the right. If you are entering from McCormick Road, our building is around the back.


Ample parking is free and available in all unmarked spots. There is also 2-hour parking right in front of the building.

The Estate Planning Checkup

The goal of estate planning is to give you the peace of mind that you and your loved ones will be taken care of. Please answer the following 10 questions to see if your estate plan is up-to-date. If you have any questions or concerns, please reach out to our team at 443-589-5600. We are here to help.

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