Create a Plan that Gives You Confidence to
Face the Future.
Combine legal tools, such as wills, trusts, and powers of attorney, to create your estate plan. Experience the freedom that comes from protecting your assets and providing for your loved ones.
The Future Can Be Scary. Without a Plan, You Risk:
Paying too much in taxes
Loved ones fighting over your possessions
Neglect or abuse
Making things hard for your family
The state taking over
Not having enough money as you age
Being unprepared isn’t worth the risk.
The Future Can Be Overwhelming and Uncertain.
We will help you create an estate and elder plan that can handle whatever lies ahead.
- Personalized consulting with our estate planning specialists and attorney to determine your individual needs
- Thorough, tailored, and highly competent legal documents that accomplish your goals
- Instructions on how to organize and maintain your plan after your legal documents are complete
- Continued relationship with our team to ensure you, your agents, and your family have professional legal support going forward
What to Expect From Our Four Step Process
Here is how we will get you the plan you need.
Step 1: We Listen and Explain
We start by getting to know you. We spend time asking you questions about your relationships, your assets, and your goals, so that we can get an aerial view of your situation. This helps us make the right recommendation about which legal tools will work best for you as you create your Relational Estate Plan. We also give you plenty of time to ask us questions about our philosophy and what the process of planning your estate looks like.
Step 2: We Develop a Plan to Accomplish Your Goals
After we have spent some time together and we have the details we need, we present you with a proposed plan that accomplishes your specific goals. We list each of the legal and non-legal tools we believe will help you and explain how they function. We then tweak the plan as needed until you are comfortable with it.
Step 3: We Craft Your Estate & Elder Plan
We begin crafting your estate and elder plan, by thoroughly reviewing the information you have given us and drafting the first versions of your legal documents. After we have drafted them, we send them to you for review. We make as many changes as you want, and we exchange the documents with you as many times as necessary until you are confident that they are what you need to accomplish your goals.
Step 4: We Implement Your Estate & Elder Plan
After you have approved the legal documents, we schedule a time for you to come into our office to sign them. Once the documents are signed, we make electronic copies of the originals for our files, then give the originals back to you in an organized binder. We then instruct you about how to store and use each document moving forward.
Who We Are
Here at Relational Estate and Elder Law, we are passionate about bringing confidence and peace of mind about the future to residents in Winchester, Northern Virginia, and the Shenandoah Valley. Our team of legal professionals specializes in estate planning, elder planning, and estate administration, and we love to come alongside our clients as they seek to protect themselves, their families, and their assets. With the right legal documents, we help them create plans for the future that accomplish their goals and allow them to rest easy.
We hope you will join the many people who have found confidence and peace of mind through estate and elder planning! Click the button below if you’d like to get to know us better.
Don’t just take our word for it. Here’s what our clients are saying:
“Our Best Legal Experience."
We have been talking (and talking, and talking) about finishing our wills for several years. Josh made the process so easy and was so informative that we finished the process with one visit and then the signing. I am amazed and relieved.”
Outstanding Legal Services
We hired Josh to write a will, advanced medical directive, and power of attorney for my wife and I. From the initial consultation until delivery of the final certified documents, Josh’s service was outstanding. He explained everything clearly, kept us informed throughout the process, and delivered a binder not only with the documents, but with complete explanations and instructions for the use of each one. I recommend him wholeheartedly.
Estate Planning Made Easy
Josh and his team were very helpful in walking my wife and I through the process of creating our wills and power of attorney. He was easy to work with and very professional.
Outstanding, professional estate planning services
It had been many years since we updated our will and we engaged Joshua to help us bring everything up to date. Joshua developed a draft will for myself and my wife, as well as advance medical directive and financial power of attorney documents. The documents that Joshua and his staff developed for us are extremely professional with copious cites to pertinent Virginia statutes. Josh delivered the finished product in a very nice binder and followed up with a call to go over everything and respond to any final questions concerning the documents. In addition, he provided advice on the do’s and don’ts of storing and executing the documents. In summary, it’s hard to envision a more professional and effective legal team than Josh and his staff in the estate planning area of the law.
Josh Hummer’s office was recommended to us by our church (fbcva.org). My wife & I went to Josh for assistance to prepare our estate plan (family trust, last will & testament, health care directive and power of attorney). He provided personalized service, listened to our needs, gave sound advice and provided feedback on our requests. The documents were prepared professionally and quickly, and he followed up on the ancillary items necessary to finalize all the details. This gives us peace of mind that our wishes will be followed, with minimal interaction with the state. I would use them again and recommend them for any legal services that may be necessary.
I want to thank Josh Hummer for all he did for my husband and myself in planning our wills. He was very informative and down to earth about answers to all our questions we had and also with the follow up and more questions we had, We could not have asked for a better resource or a better person to help us, Would highly recommend him and his office staff to anyone.
Accounting and Closing of Family Estate
Josh assisted me with the affairs and closing of my mother’s estate. After my mother’s death, I did not have a clue what I needed to do. Josh and his staff were very helpful and professional . They guided me and advised me with the accounting and sale of the estate. A job I could not have done on my own. Josh and his staff took care of business in a timely and orderly manner. He and his staff were friendly and very accountable. They eased my fear and made my job easy! I would have lost a lot of the benefits as executor and would have faced some unpleasant confrontations without them. If you are left as the executor of your family’s estate and need assistance, I highly recommend Joshua Hummer and his amazing staff.
Mr. Hummer and his team were helpful and knowledgeable. We had a very positive experience!
Estate planning excellence!
We recently had the opportunity to receive advice on revisions to our legal documents with Josh. The process was easy and extremely informative to complete our will, power of attorney, and advanced medical directive. We feel very confident in the advice that was given and very pleased with the process to complete these necessary changes. Josh is very willing to work with his clients in a “no pressure” environment. This was reassuring and remained constant throughout the process. Once the process was complete, we had the opportunity to meet his staff and can truly say they made us feel very welcome. The process to sign was well orchestrated and uncomplicated. We highly recommend Josh Hummer for your legal service needs.
"Clear and Concise"
Josh provided clear and concise recommendations about estate documents that we required. He provided an updated will and power of attorney and medical directive at a reasonable price. Office staff was most friendly and helpful.