Address: 110 N Washington St Suite 207, Rockville, MD 20850, USA
Phone: +13018259030
Sunday: Open 24 hours
Monday: Open 24 hours
Tuesday: Open 24 hours
Wednesday: Open 24 hours
Thursday: Open 24 hours
Friday: Open 24 hours
Saturday: Open 24 hours
Samuel Wright
I just experience the worst service ever in the communication with Madeline a client manager. I left the conversation feeling as though I irritated her by simply asking about what was included with the set rate for creating a trust. To commit to a $400 consultation fee which she provided no insight to what that involved and the outcome of the discussion - a $1000 flat rate for creating a trust but could not tell me the level of effort involved I.e does this cost include the firm owning the engagement process with my mortgage company and other entities that will fund the trust I am not sure why I would proceed. I then had to ask her to reach back for more insight to answer my questions and then she became very short with me. Whatever happen to good customer service!
Derek Birkner
Kerri and her team were extremely friendly and supportive. We felt very comfortable through the entire process and would definitely recommend her to anyone looking to set up their wills and estate.
Danielle Carrick
Kerri made us feel comfortable and helped us understand our options. She made things very understandable and was very efficient. We feel confident recommending Kerri to anyone needing to get their estate in order.
Katie Walsh
Kerri is trustworthy and thorough. You can be sure she will do everything in her power to achieve her clients’ goals. I would not hesitate to hire Kerri. Once you meet her you will feel confident that you chose well.
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I have been handling trust and estate cases for over a decade. I love this area of law because it allows me to form life long relationships with my clients, and to see them through life’s transitions.
We have a streamlined process for assisting with estate planning. We send a questionnaire prior to our first substantive meeting. At our initial substantive meeting, we discuss the applicable tax systems, the probate process, and the options for the client's estate plan. After our meeting, we send draft documents to the client. Once finalized, the client will attend a signing meeting to execute his or her documents.
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