Legacy Legal Planning
Preserving your legacy is our passion.
Contact us to create an enduring legacy by developing a comprehensive estate plan or implementing an estate plan after death.
Wills, Trusts, and Estates, MD, PA and DC
Contact us today about estate planning, probate, or trusts.
At Legacy Legal Planning, we provide the following legal services.
Estate Planning
- Wills
- Revocable (Living) Trusts
- Financial Powers of Attorney
- Advance Medical Directives (Medical Powers of Attorney)
- Designation of Standby Guardian for minor children
Probate
We assist you with:
- Register of Wills forms
- Gathering assets
- Retitling assets
- Guidance about fiduciary duties
- Distributing assets
- Income and estate tax procedures
- Obtaining an EIN
- Communication with beneficiaries, financial institutions, Register of Wills, and Orphans' Court
Trust Administration
We assist you with:
- Gathering assets
- Retitling assets
- Guidance about fiduciary duties
- Distributing assets
- Income and estate tax procedures
- Obtaining an EIN
- Communication with beneficiaries and financial institutions
- Preparing accountings
Gift Trust Planning
- Irrevocable Life Insurance Trusts (ILIT)
- Spousal Lifetime Access Trusts (SLAT)
- Dynasty Trusts
- Grandchildren's Trusts
- Grantor Retained Annuity Trusts (GRAT)
- Charitable Trusts (CRT and CLT)
Wills, Trusts, and Estates Lawyer
About Legacy Legal Planning
We provide full service estate planning, estate administration and trust administration services. We can prepare your Will, Revocable Trust, Financial Powers of Attorney, Advance Medical Directive, and Guardian Designations for minor children. We also help Personal Representatives, Executors, and Trustees with probate, estate administration, and trust administration.
Wills, Trusts, and Estates Legal Team
Meet the team
Laura Lynn Thomas founded Legacy Legal Planning to provide direct, comprehensive guidance for all who want to preserve an enduring legacy.
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