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Trusts & Estate Planning | Bortmes Legal Services, LLC
Trusts & Estate Planning

Protect What You’ve Built. Plan What Comes Next.

Your estate plan is more than a collection of legal documents. It is a plan for protecting your family, your assets, your wishes, and the legacy you are building.

Plan Today

Don’t Leave Your Future to Chance.

Life can change quickly. Marriage, divorce, children, home ownership, business ownership, retirement, inheritances and other major life events can all affect the way your estate should be structured.

Without a proper plan, Maryland law may determine what happens to your assets and who makes important decisions for you when you cannot make them yourself.

We help you create a plan designed around your family, your circumstances and your goals.

Your Plan. Your Wishes. Your Legacy.

Estate planning isn’t only for the wealthy or for people nearing retirement. Parents, homeowners, business owners, married couples and individuals can all benefit from having a thoughtful estate plan.

Estate Planning Matters

Protect the People and Things That Matter Most

A properly coordinated estate plan can provide clarity, protection and peace of mind for you and your loved ones.

01

Protect Your Family

Put protections in place for the people who depend on you.

02

Control Your Legacy

Establish your wishes for how your assets should be handled and distributed.

03

Plan for Incapacity

Designate trusted people to help make financial and healthcare decisions when necessary.

Estate Planning Packages

Choose the Plan That Fits Your Life

Start with the protection you need today and build toward the level of planning that makes sense for your family.

Plan A

Emergency Avoidance Plan

The essential starting point for individuals who need the basic legal protections in place.

Includes
  • Power of Attorney
  • Last Will & Testament
Get Started
Plan B

Initial Estate Plan

A stronger foundation that addresses both financial decision-making and healthcare wishes.

Includes
  • Power of Attorney
  • Last Will & Testament
  • Medical Directive Part A
  • Medical Directive Part B
Get Started
Know Your Documents

What Does Each Document Do?

An effective estate plan isn’t just about having documents. It is about making sure those documents work together.

Will

Establishes how certain assets should be distributed and can address guardianship of minor children.

Trust

Can provide greater control over the management and distribution of assets.

Power of Attorney

Allows someone you trust to make financial and legal decisions on your behalf.

Medical Directive

Communicates your healthcare wishes and identifies someone who can advocate for you.

Pour-Over Will

Works alongside a trust to address assets that may not have been transferred into the trust.

When Should You Plan?

Your Life Changes. Your Estate Plan Should Too.

Consider reviewing your estate plan when you experience a significant change in your life.

You get married
You get divorced
You have a child
You purchase a home
You start a business
You receive an inheritance
Your financial situation changes
Your children become adults

Planning for Tomorrow Starts Today.

Estate planning is an important part of protecting your family and creating peace of mind.

Bortmes Legal Services, LLC

Legal Guidance for the Next Chapter

While Family Law remains our primary practice area, Trusts & Estate Planning allows us to help clients address another important part of protecting their families and planning for the future.

Whether you need a basic Will and Power of Attorney or a comprehensive Trust-based estate plan, our goal is to help you understand your options and create a plan that fits your circumstances.

Frequently Asked Questions

Estate Planning Questions

Estate planning isn’t only about the amount of property you own. It can also address who can make financial and healthcare decisions for you and who should care for your children.
A Will generally directs how certain property should be distributed after death, while a Trust can provide additional control over how assets are managed and distributed.
Estate planning documents may need to be reviewed and updated as your circumstances change. Major life events can be a good reason to revisit your plan.
A Power of Attorney can allow a person you designate to handle certain financial or legal matters on your behalf if you become unable to do so yourself.
Start Planning

Protect Your Future. Preserve Your Legacy.

Don’t wait until a crisis forces your family to make difficult decisions. Start your estate-planning conversation today.

Schedule Your Consultation

Schedule Your Consultation Today

Your First Step Toward Peace of Mind Begins Here

Fill out the form or call (301) 771-1606 to get started today!

Our Office Hours:

Monday – Friday l 9 am to 5 pm
Saturday – Sunday l Closed

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