Ongoing Support

No charge for phone calls with our attorney and staff: We can answer your questions and check in when you need us. We are happy to speak to and coordinate with your financial advisors, CPA and other professionals in your life.

Opinion letters: We will prepare opinion letters on the trust when requested by financial institutions. This letters may be required to receive a loan in trust name or open a trust account.

Trust Review

Ongoing review of your estate plan: We will set up a meeting to review your estate plan every year and assess changes in the law, your situation and assets.

Trust funding tracking: We will keep in touch with you to review changes in your assets, ensuring your trust is up to date.

Discounts

Legal Directives enrollment: All trust maintenance members receive a free ongoing subscription to Legal Directives. This gives emergency responders access to healthcare directives, emergency contacts and physician information.

Discount on trust administration fees: Discount on trust administration fees if enrolled at the time of your death: Your administration fee will not be more than 1% of the gross trust assets. The current administration fee for trusts created by our firm is 1.2% of gross trust assets*. The fee on a $1 Million estate is $12,000. With the discount, the fee will be $10,000 instead of $12,000, saving your heirs $2,000. Probate fees are an additional 3% (which is lower than the Maryland statutory rate). Therefore, if you have probate assets of $100,000, an additional fee of $3,000.00 would be added to the trust administration fee.

*  Trust Administration and probate fees stated above subject to change. 

Discount on additional estate planning services: There will also be a 10% discount on all additional estate planning services.

There will be no charge to meet with your personal representative upon death of a member, regardless of whether or not your representative retains the firm.