How We're Different: A New Approach to Maryland Estate Planning


Traditional estate planning firms often treat your plan as a one-time transaction. I believe your estate plan should be a living, breathing part of your life that grows and changes with you.


Here's how we do things differently:


No Hourly Billing - Ever

Everything we do is billed on a flat fee basis, agreed to in advance. You'll know exactly what your estate plan will cost before we begin, with no surprises or unexpected bills. After our initial consultation, you'll even be able to choose your own fee based on what works best for your situation.


Dedicated Support

You have access to me. If you need to speak with me directly about something complex, we'll schedule a focused call where we're both prepared—no phone tag.


Ongoing Relationship, Not One-Time Transaction

While other firms consider your plan "done" when you sign documents, we see that as just the beginning of our relationship.  At no additional charge, we review your plan at least every three years to ensure it still meets your needs as your life changes.





Our Services


At Bona Fide Estates, LLC, we provide comprehensive and personalized estate planning solutions designed to protect your legacy and ensure your wishes are honored. Our services include:


  • Wills: Crafting legally sound Last Will and Testaments to designate guardians for minor children, appoint personal representatives, and direct the distribution of your assets.
  • Revocable Living Trusts: Establishing flexible trusts that allow for seamless asset management during your lifetime, avoid probate, and provide for efficient distribution to your beneficiaries.
  • Powers of Attorney: Designating trusted individuals to manage your financial affairs and make important decisions on your behalf if you become incapacitated.
  • Advance Health Care Directives (Living Wills & Health Care Powers of Attorney): Documenting your medical treatment preferences and appointing a health care agent to make decisions according to your wishes, ensuring your voice is heard when it matters most.


For your convenience and comprehensive planning, we also offer:


  • Will Packages: Streamlined packages that typically combine a Last Will and Testament with essential ancillary documents like Powers of Attorney and Advance Health Care Directives.
  • Trust Packages: Comprehensive packages that include a Revocable Living Trust along with crucial supporting documents, designed for more extensive planning and probate avoidance.


Legacy Planning Beyond Money

We don't just focus on passing financial assets—we help you pass on your complete legacy. Through our Legacy Interviews, we guide you in sharing your intellectual, spiritual, and human assets with your family. Your stories, values, and wisdom become part of your estate plan, creating a meaningful connection between generations.


Helping dual-income Maryland parents with young kids avoid probate and choose guardians the right way.

Contact Us!