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Simpson Law, PA.

Thanks for the fast turnaround; our very nice trip to Russia was made better knowing all this was taken care of with your professional expertise…we will keep you in mind in the future…and when we know someone else is looking for estate planning help.

--Steve, Silver Spring, Maryland

Thanks so much for everything…I gave your business card to 3 co-workers… I gave you the highest recommendation!

--Elizabeth, Fairfax, Virginia

Thanks again for your help and patience while we dragged our feet.

--Debbie,Potomac, Maryland

Getting a will written, designating a power of attorney - these are all tasks that I knew must be done - but I had been putting them on the back burner. Suzanne made the process simple, quick and painless. Everything was done professionally and in a timely manner. It brings me peace of mind to know that all this is taken care of!

--Nancy, President and Founder, Moms, Inc.

Thanks again for being so thorough…stay in touch.

--Donna, Reston, Virginia

I really appreciated all you did to make this so simple and speedy. You have done a great job incorporating all our various issues. I hope to have opportunities to send other clients your way.

--Caitlin, Laurel, Maryland

Suzanne handled the preparation and filing of all the estate documents for me, my husband, and our daughter. This included our wills, general powers of attorney, medical powers of attorney, and others. Her explanations were always clear and thorough. Suzanne also found a possible problem in the wording on the deed to our house--- and recommended a simple solution. We are so happy to now have everything in good order. Working with Suzanne was a personal and professional pleasure!

--Terry

Thanks for letting us bring the children!

--Jennifer, Boyds, Maryland

Thanks for making it so easy and coming to our house both times!

--Don, Olney, Maryland

Suzanne is honest and knowledgeable about estate law. She will guide you to what best fits your needs and your financial situation. She is also very family oriented and that means a lot to me.

-- Linda

Thanks a lot for your help!

--Jan, Fairfax, Virginia

Thanks for everything!

--Cindy, Olney, Maryland

I am a lawyer as well, but my family went to Suzanne several years ago to prepare our wills and related estate documents, and we were extremely pleased with her services. From my professional perspective, she is very intelligent and stays up-to-date on the current laws, and on a more personal note, she is a very warm and caring person.

--Melissa

I’m telling my friends about you!

--Suzanne, Olney, Maryland

Thanks for making it easy!

--Paula, Rockville, Maryland

We worked with Suzanne to develop an advanced directive and will. It was a pleasure working with her -- she was helpful, very well-informed, thoughtful, and understanding of our needs. She was able to lead us through the process with clear instructions and had obviously done her homework before we arrived so that the process was efficient, with minimal back and forth. She has developed a very specific approach to writing advanced directives that reduces ambiguity and provides tremendous reassurance that our wishes will be fulfilled. She dispelled some misconceptions we had about wills and trusts in a respectful, courteous and patient manner, without ever making us feel awkward or uncomfortable. We absolutely trust her judgment and her recommendations which are provided with a commendable balance of professionalism and warmth.

--Anne

I've been a client of Suzanne's for almost a decade and, with flexibility and compassion, she has worked with me to adapt my plan to meet my expectations. I trust her advice and highly recommend her services.

--Donna

I had a unique opportunity to observe Suzanne's interactions with a diverse group of colleagues over a year of her participation in Leadership Montgomery and based on that I choose her to prepare my estate plan and to advise me about the process. She is a good listener who is well-respected by her peers for her thoughtful insights and assessments. I decided to retain her to prepare my own estate plan and felt she handled my case with competence and integrity, making the process very comfortable and easy for me.

--Katalin

Suzanne prepared our wills and other estate documents after our child was born. She helped us think through the consequences of the decisions we made, including making sure we had contacted our choices for guardians. We really appreciated her flat-fee based billing too. We knew exactly how much to budget for her service. As a great bonus, with her quarterly newsletter, we get regular updates on relevant legal issues. We have recommended Suzanne many times in the past and will continue to do so. She's a great go-to person.

--Wendy

Suzanne Simpson is the best lawyer I have ever met. She helped me in a most difficult probate case made extremely complex by incompetence of involved parties. She handled the case with efficiency, integrity, know-how and compassion making the best out of a very complicated situation. Due to her knowledge and efficiency my case was resolved in a positive manner. I have not enough words in my vocabulary to express my trust and respect for her ability to successfully finalize a case which other lawyers had deemed to difficult to handle. Kudos for Suzanne Simpson, Esq.!!

--Marta

Ms. Simpson was our attorney helping us form a will and all the related documents that are important when you have a child -- and even when you don't. What can I say? She has it in all areas. First and foremost, she is an honest person and I always feel she is focused on giving us the best advice. She is highly knowledgeable and continues to go to seminars and keep up with the latest changes in the law -- of which there are many! Her service is impeccable: prompt, calling back ASAP, polite. And in all the while I have known her, she has never made any reference to any client. So I know my own info will be kept private. And her compassion is true, something you need and want when dealing with life and death issues.

--Michelle

Suzanne was easy to work with and very knowledgeable. She explained advantages and disadvantages of optional language and was very helpful in developing our wills, health directives and powers of attorney.

--Wills client

My husband and I were referred by our financial advisor to Simpson Law and from the first phone call to Suzanne Simpson we were handled in a professional manner-she clearly explained all of our options, the laws involved, we made our decisions and within the time frame that we requested. High Marks---we plan on recommending Simpson Law to all of our business partners, family and friends as well.

--Mary Joe

She does what it takes to get the job done. Suzanne is caring and compassionate which is helpful during the estate planning process which can be very emotional in some cases. She is a pleasure to work with and her fees are very reasonable, unlike many other attorneys.

--Susan

Read more testimonials

2017 Legislative Updates to Probate Administration

The Maryland General Assembly passed two bills this year that have significant effects on probate administration. Here is a breakdown of the bills and how they could affect you.

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2017 Maryland Legislative Updates to Estate Planning

The Maryland General Assembly passed a handful of bills this year that have significant effects on estate planning. Here is a breakdown of the bills and how they could affect you.

Continue Reading...

What Does it Mean to be Intestate in Maryland?

I recently found out about a show by the BBC called "Heir Hunters" and it caught my attention. The premise of the show is that probate firms in England receive cases and have to track down potential heirs to receive the contents of the estate. In this case, the heirs are siblings, cousins, or more distant relations. If there are no heirs, the assets are given to the Treasury.

The estates wound up in that state because the owners never made a legitimate will, or any will at all. Thus it was up to the government, via the probate firms, to decide who would inherit what remained of the estates.

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3 Reasons You Shouldn’t Put off Estate Planning

Too many people put off estate planning, including creating a will, until it’s too late. It’s a too-common scenario: A loved one has passed on suddenly or is unable to make decisions on his/her own anymore, and the family doesn’t know where to find important information. The family doesn’t know what their loved one’s preferences are regarding medical decisions, end-of-life issues, or division of assets. Meanwhile, simple day-to-day items still need to be tackled, such as paying bills, and a representative hasn’t been identified who could help handle those items. There are many reasons why you shouldn’t put off estate planning, regardless of age. Here are only a few:

Continue Reading...

How to Choose a Personal Representative, Trustee and Agent

Choosing a personal representative, an agent for your financial and medical power of attorney, and the successor trustee of your revocable living trust is one of the more difficult parts of estate planning. Often you end up choosing the same person for each role, depending on the dynamics of your family and your particular circumstances. An agent under a durable power of attorney, appointment of health care agent, or a successor trustee, is the person who will handle specific decisions and issues on your behalf should you become incapacitated. A personal representative, or successor trustee, will handle your affairs upon your death. It’s a vital role, and choosing this special person should be handled with care and deliberation. In addition, it’s typically required for a second person to be named as an alternate in case the first person you name can’t serve in the role.

Continue Reading...

Four Ways to Help Elderly Family Members Ensure Care

Far too often, elders do not have their affairs in order in time, leaving heirs or caregivers to try to sort out what should happen with accounts, property, or medical decisions. Or elders outlive their heirs or friends and have no one to turn to in a time of need. Here are just a few tips for helping your elderly friends or family members make sure they are taken care of in terms of legal items during their most vulnerable times.

Continue Reading...

Just In Time For Tax Season

Just in time for tax season! What are the various taxes that may affect an estate? Here’s a very brief overview of two of the taxes that could affect you. Make sure you talk to a lawyer or accountant prior to taking any action based on your thoughts from reading this general summary.

Continue Reading...

Ensure Your Estate Planning Documents Are Updated

If you experience a major life change, one of your top priorities should be ensuring your estate planning documents are kept up to date.

Continue Reading...

3 Reasons For Young People to Have a Will

In 2014, Forbes reported that 51% of Americans between the ages of 55 and 64 did not have wills1. The percentage is higher for those below that age range, as 62% of people between 45 and 54 don’t have wills, and it gets worse from there.

Continue Reading...

Options For Pets After Your Death: What would happen to your pets if they outlive you?

You're an animal lover. You have one or more beloved pets. You give them the best care you can and you know your animals are happy. But do you have a plan for what would happen to your pets if they should outlive you?

Continue Reading...

3 Reasons You Shouldn’t Put off Estate Planning

Too many people put off estate planning, including creating a will, until it’s too late. It’s a too-common scenario: A loved one has passed on suddenly or is unable to make decisions on his/her own anymore, and the family doesn’t know where to find important information. The family doesn’t know what their loved one’s preferences are regarding medical decisions, end-of-life issues, or division of assets. Meanwhile, simple day-to-day items still need to be tackled, such as paying bills, and a representative hasn’t been identified who could help handle those items. There are many reasons why you shouldn’t put off estate planning, regardless of age. Here are only a few:

Continue Reading...

How to Choose a Personal Representative, Trustee and Agent

Choosing a personal representative, an agent for your financial and medical power of attorney, and the successor trustee of your revocable living trust is one of the more difficult parts of estate planning. Often you end up choosing the same person for each role, depending on the dynamics of your family and your particular circumstances. An agent under a durable power of attorney, appointment of health care agent, or a successor trustee, is the person who will handle specific decisions and issues on your behalf should you become incapacitated. A personal representative, or successor trustee, will handle your affairs upon your death. It’s a vital role, and choosing this special person should be handled with care and deliberation. In addition, it’s typically required for a second person to be named as an alternate in case the first person you name can’t serve in the role.

Continue Reading...

Four Ways to Help Elderly Family Members Ensure Care

Far too often, elders do not have their affairs in order in time, leaving heirs or caregivers to try to sort out what should happen with accounts, property, or medical decisions. Or elders outlive their heirs or friends and have no one to turn to in a time of need. Here are just a few tips for helping your elderly friends or family members make sure they are taken care of in terms of legal items during their most vulnerable times.

Continue Reading...

Just In Time For Tax Season

Just in time for tax season! What are the various taxes that may affect an estate? Here’s a very brief overview of two of the taxes that could affect you. Make sure you talk to a lawyer or accountant prior to taking any action based on your thoughts from reading this general summary.

Continue Reading...

Ensure Your Estate Planning Documents Are Updated

If you experience a major life change, one of your top priorities should be ensuring your estate planning documents are kept up to date.

Continue Reading...

3 Reasons For Young People to Have a Will

In 2014, Forbes reported that 51% of Americans between the ages of 55 and 64 did not have wills1. The percentage is higher for those below that age range, as 62% of people between 45 and 54 don’t have wills, and it gets worse from there.

Continue Reading...

Options For Pets After Your Death: What would happen to your pets if they outlive you?

You're an animal lover. You have one or more beloved pets. You give them the best care you can and you know your animals are happy. But do you have a plan for what would happen to your pets if they should outlive you?

Continue Reading...