What is in your plan
Most families we work with leave with a complete, trust-based plan. Your plan usually includes:
- Revocable living trust. Holds your assets during your life and passes them to your family without probate.
- Pour-over will. Names guardians for minor children and moves anything left outside the trust into it.
- Durable financial power of attorney. Names someone to handle your finances if you cannot.
- Advance health care directive. Names who makes medical decisions for you and records your wishes.
- HIPAA authorization. Lets the people you choose speak with your doctors.
How the work happens
Every plan follows the same four meetings over five to seven weeks: Intake, Asset Meeting, Review and Final Signing. All four happen online. See the full process.
How fees work
Every family is different, so every plan is quoted individually. Wills have fixed fees. Trusts begin at a starting figure, and we confirm your final fee at your design meeting, in writing, before you commit to anything. 50% of your strategy session fee is credited toward your planning fee when you engage the firm the same day. Fees and payment.
California and Maryland
Portia M. Wood, Esq. is admitted in both states. California families often need to think about community property and real estate held in more than one state. Maryland families may need to plan for Maryland's estate tax and inheritance tax. We draft for the law of the state you live in.