We excel at providing best in class service via outstanding customer care. We offer unprecedented access to our clients via telephone (6AM-Midnight, daily) and via electronic mail 24/7. We offer convenient consultations via Zoom or telephone for homebound client's and in office consults at our Bethesda and DC locations. We have drafted over 5,000 estate plans for clients throughout Maryland, the District of Columbia and Virginia. We also offer end to end planning, funding, and administration of estates.
We believe that well-implemented estate planning saves time, money, and emotional stress and that by doing a great job, we dmake an impact on the lives of each of our clients and families by helping them in difficult times and through the many crises that they may face. We provide a compassionate and empathetic environment that gets the job done with skill, experience, and feeling. While we can measure the financial savings our clients achieve throughout the planning, we believe that the best measure our success by that of our clients in accomplishing their goals and objectives.
My husband and I worked with Mr. Katz to prepare our wills and other estate planning documents. He and his team provided us with excellent advice and guidance throughout the entire process. Mr. Katz and his staff were very professional and courteous and we will continue to use this firm for future legal needs. We highly recommend their firm for legal matters.
"I have worked directly with JDKatz over the last 13 years. Customer satisfaction is their number one objective and I am proud to say they have hit that objective every time I used them over this period. I am also proud to call Jeffrey and the number of associates at the office friends."
We have online scheduling available 24/7/365, and our attorneys are available by telephone, SMS and e-mail to answer questions from existing clients. For Estate Planning, we send out a confirmation of your appointment and an estate planning questionnaire in advance of the appointment so you can best organize your thoughts and make our time super productive!
Our attorneys have JD's from top law schools, and some also have LLM (masters in taxation) and MBA's (Masters in Business Administration). The average years of experience held by our attorneys is 15. We write topical articles in our areas of practice and conduct Continuing Legal Education (CLE) programs for other attorneys.
We bill estate plans on a flat fee basis. We review the planning options in advance of signing a retainer with each of our clients, and answer any questions related to the flat fee billing process at that time. Other services are priced on an hourly basis, billed in quarter hour increments.