Estate Planning & Probate
Extensive Experience in Estate Planning and Probate Administration
At the office of McChesney & Dale, P.C., our attorneys provide extensive experience to individuals in Maryland, Virginia and Washington, DC who have concerns about estate planning, trusts or probate administration. We will work closely with you to identify and implement solutions to your concerns, regardless how simple or complex. We have made a conscious choice to keep our firm small and our overhead low, so that we can provide the level of service you deserve at reasonable rates.
To set up an appointment, contact our office online or call us at 301-805-6080.
Our Estate Planning Practice
We work one-on-one with every estate planning client, developing customized strategies to address any issues, maintain your assets during your lifetime, and to govern the distribution of your assets upon death. We start the process by gathering as much information as we can about your financial situation, as well as your goals. We will carefully explain the different tools available to help you accomplish your objectives, looking at the tax consequences of each.
Once you have determined the direction you wish to take, we will prepare and execute the specific documents necessary to put your plan in place, including:
- Trusts-living or testamentary trusts, revocable or irrevocable trusts,
charitable trusts, special needs trusts
- General or financial powers of attorney
- Living wills
- Medical powers of attorney
Our Probate Practice
We work with personal representatives of estates, as well as heirs, helping you take the steps necessary to settle the estate of a loved one in the probate court. We handle all matters related to the probate process, including:
- Preparing and submitting an accounting of the assets of the estate
- Obtaining valuations of property, when necessary
- Ensuring payment of all final debts and taxes of the estate
- Overseeing the orderly distribution of property in accordance with the terms
of the will
We also assist clients in establishing trusts and provide trust administration services. If a dispute arises during probate administration, such as a will contest or claims of undue influence, we will represent you in any litigation to resolve the matter.
Contact Our Office
We offer a free initial 30-minute consultation in estate planning and probate matters. To set up an appointment, contact us via e-mail or call us at 301-805-6080. We maintain flexible office hours, and will meet with you evenings or weekends, upon request. Our main office is located in Bowie, Maryland at the crossroads of Route 3/301 and Route 50. with free parking available. We also have meeting locations in Rockville, Maryland and Fairfax, Virginia, and we accept PayPal.
Have questions or would like to make an appointment? Call us at 301 8056080 or use our contact form.