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Preparing for your Appointment

Directions

Directions to our Tysons Office
Directions to our Leesburg Office

Estate Planning Materials

Estate Planning Personal and Financial Questionnaire
Summary of our Estate Planning Process

Brochures

A Survivor's Guide – What To Do When You Lose A Loved One: Our Survivor's Guide is a resource intended to provide answers to frequently asked questions facing a family that has recently lost a loved one. Focusing first on the emotional needs of the family and secondly on logistical issues, this is a helpful resource in an unsettling time.

Fiduciaries – What I Need to Know and Why: This booklet provides guidance in the area of selecting the proper individuals and/or institutions to designate in your estate planning documents and to entrust with the task of carrying out your wishes.

Tools & Resources

  • Preparing for your Appointment
  • Do I Need Estate Planning?
  • Articles
  • Additional Resources

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HOURS

Monday - Friday
9:00am - 5:00pm

(703) 506-1810

TYSONS OFFICE

8609 Westwood Center Dr.
Suite 400
Tysons, VA 22182

LEESBURG OFFICE

50 Catoctin Circle NE
Suite 110
Leesburg, VA 20176

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