Our Services
To prepare for your initial consultation, please fill out our Single Person or Spouses Estate Planning Organizers. If you complete this organizer, we can do a more complete job of estate planning for you, at a lower cost. We will be relying on the data supplied by you in this questionnaire for our recommendations for your estate planning.
Our team provides high-level estates and trusts services in a family-like environment. If you need assistance, please contact us at 443-589-5600.
Estate Planning
- Last Wills and Testaments
- Revocable Living Trusts
- Financial Powers of Attorney
- Advance Directives & Designation of Health
- Planning for Retirement Benefits
- Planning for Art Collectors & Other Specialty Collections
Estate Administration
- Probate Administration
- Revocable Trust Administration
- Related Non-Probate Matters
- Estate Tax Returns
What Our Clients Say
“We often hear of tragedies that happen to other people, yet we never think they will happen to us. Last year, just one week after dropping both of our children off at college—the youngest just starting his freshman year, the unthinkable happened. While we were enjoying our first weekend as empty nesters, my husband suffered a massive heart attack.
While we had done a certain amount of planning, nothing can ever prepare you for the sudden loss of your spouse and the father of your children. Along with the obvious emotional grief, I found myself absolutely manic about organizing my affairs so that should something happen to me, my children would not be left to deal with what I quickly discovered is an overwhelming process. Not only was I focused on getting this done, but I wanted it done immediately.
I am so very grateful that I was referred to Cheri Dorsey of Sessa & Dorsey. I reached out to Cheri on a Thursday and was sitting in her office the following Tuesday. Having lost a parent at a young age herself, she understood what I needed and made me feel instantly at ease. In very short order I had a complete estate plan, new will, and advanced directives for me and for both of my children. Cheri also educated me on some estate planning vehicles that I was unaware of and incorporated these into the process.
While the pandemic has added a whole new level of concern in our lives, I rest much easier because of the work Cheri has done for us. Cheri and her team have been incredibly helpful, professional, and responsive, and I consider Cheri not only one of my most trusted advisors but also a friend.”