Your Life & Legacy Planning Session

During our Wills & Trusts Simplified webinar we covered the big ideas, but every family's situation is different, and the concepts only protect your family once your plan is in place.

Your Planning Session is a focused, 90-minute conversation to discuss your specific goals, questions, and circumstances. We’ll use our time together to build a plan around your family, your assets, and your wishes.

This is a no-pressure conversation focused on education, clarity, and protecting what matters most. Together we will:

  • Discuss your family, assets, and priorities

  • Review whether a will, trust, or combination is appropriate

  • Identify gaps or risks in your current plan (if you have one)

  • Answer your questions clearly and directly

  • Outline next steps, if you choose to move forward

Schedule Your Planning Session

Pick a time that works for you below and you’ll get $250 OFF your plan!

Frequently Asked Questions

  • The Life & Legacy Planning Session is ideal if you:

    • Don't yet have an estate plan

    • Have a will but aren't sure it's enough

    • Want to avoid probate or keep your affairs private

    • Have children or aging parents who depend on you

    • Haven't reviewed your documents in several years

    • Want the peace of mind that your plan will actually work when it's needed

  • The planning session is complimentary for all webinar registrants. Plus, you get $250 OFF your plan if you decide to move forward during your planning session.

  • It’s a 90-minute focused session via Zoom, and when it's time to sign, we can come to you. You don't have to rearrange your life to get this done. You’ll get real guidance from an experienced Maryland estate planning attorney, and a plan you can stop worrying about.

  • Not at all. It's a no-pressure conversation. You'll leave with clarity either way. If you decide to take the next step, you get $250 OFF your plan as part of our webinar program.

Meet Your Attorney

Jasen D. Adams
Attorney & Pillar Oak Law Founder

As the founder of Pillar Oak Law, Jasen has guided families through life’s most important planning decisions for more than 25 years across Maryland, Virginia, and D.C. His approach — The Pillar Oak Way — ensures your plan isn’t just a stack of papers but a lasting strategy that works when your family needs it most.