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Trusted Estate Planning Attorney Serving Counties of:
Prince William, Fairfax, Stafford, Loudoun, & Fauquier
Parents & Homeowners of Northern Virginia
Keep Your Assets Where They Belong, and Protect Your Family With a Strategic, “Airtight” Estate Plan
This means no one can mess with your estate, or anything else that belongs to your family. Not creditors, ex-spouses, the government, loophole-finding thieves, or anyone else. Everything can be in your control.
David B. Wilks, Esq. ~ Trusted AV Rated Estate & Probate Attorney Helping Parents & Homeowners of Northern VA
"David is a brilliant attorney who is the best of the best when it comes to all Estate Planning needs. I highly recommend David to anyone seeking such legal assistance."
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- Casey Stevens
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"Dave has provided us with sound estate planning services and advice for the last 10+ years and has done a wonderful job!"
~ Patrick Langdon
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"We have worked with David Wilks, for over 20 years now and highly recommend him to anyone requiring comprehensive estate planning. David developed a complex estate plan, including a Living Trust, Will and Advanced Medical Directive, for my mother, and has continued to work with her over the years to provide advice and to update her estate planning documents as her life events evolve. David is a very knowledgeable, thorough, and professional attorney who we trust to support us in making the best possible decisions for our estate."
~ Demas Family
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"I have used the legal services and expertise of the Legacy Law Group of Northern Virginia, specifically, David Wilks. Mr Wilks assisted me and my family greatly when preparing a trust and associated legal instruments for the benefit of a handicapped, adult family member. I have again retained David Wilk's as I update subject trust. His legal services have been invaluable to me."
~ Jeh Squared
4,122+ Estates Formed With a Combined Worth of $20,354,080,997+
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"My long association with David Wilks began way back in the 1970's when my lovely wife and I settled into a new home in Northern Virginia while I was still an Army officer. Believing it was time to pay attention to professional estate planning, and armed with the name of a lawyer provided by a friend, we met with David Wilks. At that initial meeting he made us feel comfortable that he would provide the best possible estate planning. After completing our wills and living trusts he kept his word to keep us informed of legal changes by periodically asking us to see him.
About 5 years ago my dear wife passed away and I relied upon David to settle her estate. Over the years David became aware that I had two very loving sons and that due to my age and inability to get around without a walker I relied on them to assist me. He briefed my sons on the procedures that they could assist me with using "power of attorney." I appreciated the delicate manner he showed toward my sons, realizing they were grieving for the loss of a mother they loved dearly. David has always shown that he cares about me and my entire family.
David followed up after an appropriate period by providing me with a new estate plan. Based on David's legal expertise and his show of caring for clients I would recommend him without any hesitation. In my estimation David Wilks is an outstanding lawyer, and a very decent human being."
~~ David Stein
Over the last 30+ years, I’ve formed 4000+ individual estates with values ranging from $15,000 to $10,000,000+. Some of my clientele include the wife of an NBA player, and numerous high-level business executives and entrepreneurs.
I can help you:
✔️Avoid Accidental Disinheritance (surprisingly common) - Every single day, people accidentally disinherit their children, leaving behind a trail of shock, anger and confusion.
✔️Keep “Uncle Sam” Out of Your Pocket - Poor estate planning can result in an unexpectedly high tax burden. In some cases, heirs might be forced to sell the assets they inherit, like family homes or businesses, just to pay a tax bill.
✔️Protect Your Family - It’s difficult enough to grieve the loss of a loved one, without losing financial security as well. I can ensure your family is provided for, even when you’re no longer around.
✔️Ensure Smooth Transition of Your Business - If you want the business to keep operating smoothly in the event you become incapacitated or pass away, then there are at least 6 things you must have in your Estate Plan. Quick tip: Never put your business in your will.
✔️Prevent Stolen Assets - Not many people are aware of the loopholes that allow opportunists to take what belongs to your family after you’re gone. One small mistake is all it takes. Let’s make sure your Estate Plan is airtight.
✔️Scan For Unintended Beneficiaries - Another common shock is when assets meant for family members are sent to an ex-spouse or other unintentional beneficiary. It happens more often than you may think.
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
Legacy Law Group of Northern Virginia, PLLC Can Serve You in Northern Virginia
As overwhelming as Estate Planning may sound, I’m here to simplify it for you and provide the peace of mind that comes from 30+ years experience in the trenches. I’ve seen it all, and will give your unique situation the thorough review needed to protect your family.
You may be here because you’re looking to:
Draft a Will - Together, we’ll identify all assets, assign guardianship of children (if applicable), determine beneficiaries, appoint an executor and cover any special circumstances to ensure you walk away with an airtight estate plan your family can count on.
Protect Privacy with a Living Trust - You may want to grant an individual the rights to distribute assets on your behalf, which provides privacy, and protection against probate court. On our call, I'll share how this process works to help you determine what's right for your situation.
Create an Advance Medical Directive - Primarily used for healthcare purposes, we’ll define your preferences for various medical decisions and define who should communicate with your medical providers if you become incapacitated.
Prepare a Power of Attorney - To appoint someone to undertake financial matters on your behalf in the event of your incapacity, we’ll draft a POA according to your specific needs.
Keep Your Children Protected - Decide and designate who will care for your children if you pass while they’re still minors. Let’s get that taken care of, before it’s too late.
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
Not Sure if You Need an Estate Planning Attorney?
As both an Estate Planning and Probate Attorney, I’ve unfortunately witnessed tragic scenarios on a weekly basis for the last 30+ years.
In many cases, clients needing a probate lawyer are only in that situation because of the poorly executed or outdated Estate Plans of the Decedent.
I’ve been doing this for more than 30 years, which means I’m able to see areas of concern you may not know about. That’s why it’s never a bad idea to at least seek the opinion of an experienced attorney.
That way, you can make an informed decision now, before it’s too late.
Keep in mind.. If you pass without an estate plan, the state will decide what to do with your assets. Yikes. If that’s not what you want, give our office a call asap and let’s make sure that doesn’t happen.
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"David was a huge help in assisting me with retrieving IRS info for a client regarding payoff and release of liens in order to sell his home quickly"
~ Teresa Maloney-Szabo
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"Dave was a great help for me dealing with estate issues after the passing of my wife. I highly recommend him."
~ Mark Granville-Smith
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"As a resident in Florida, I needed a Virginia attorney to help me perform probate services for my older brother, who had passed away in Virginia, April 2009. As a novice executor for my brother's will, I needed a lot of help, and I got it from David Wilks and other associates in his office."
~ VIETNAMVET Katz
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
Our Simple 3-Step Estate Planning Process:
Step 1:
Friendly, Free Strategy Call
We’ll chat about your known assets, family circumstances and I’ll ask you a series of questions to identify any potential areas unique to you to ensure a bulletproof protection plan. Your privacy is guaranteed and all information will be strictly confidential.
Step 2:
Preparation of Documents
If you decide to move forward, I’ll go ahead and begin preparing your documents. My goal is to make it as seamless, easy and convenient for you as possible.
Step 3:
Your Family is Protected
You’ll then walk away with a bulletproof Estate Plan that keeps you, your family and your assets protected, no matter what.
DIY Estate Planning Templates
Over the years, I’ve been asked why I don’t offer DIY Estate Planning templates for sale. With my reputation in the industry and widespread reach, it would certainly be a lucrative source of passive income, requiring none of my personal time as customers simply fill in the blanks for themselves.
As tempting as that is, I witness too many disasters on a daily basis caused by using DIY Estate Planning Templates.
The stakes are too high, and probate law is too complex to risk a family’s future on a “one size fits all” template.
Every situation is unique, and requires a thorough review and customized plan to guarantee protection.
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
Am I The Right Estate Planning Attorney For You?
David B. Wilks, Esq. ~ Trusted, AV Rated Estate & Probate Attorney For Parents & Homeowners of Northern VA
Only you can decide that, but regardless of what your unique situation is, I have the experience and track record to protect your estate, your family and your privacy.
I’ve attained the coveted AV Preeminent® rating, the highest possible by Martindale-Hubbell® Peer Review Ratings.
I’m trusted by high-profile clients, including the wife of an NBA player, high-level business executives, and entrepreneurs with estates ranging from $5,000,000 to $10,000,000+
When working with my firm, you’re guaranteed privacy and confidentiality.
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
What My Clients Say About Working With Me
Casey Stevens
"David is a brilliant attorney who is the best of the best when it comes to all Estate Planning needs. I highly recommend David to anyone seeking such legal assistance."
Rated 5 out of 5 Stars
Book Your Free, Friendly, In-Depth, No-Obligation Peace of Mind Planning Call Now!
We will discuss your protection strategy for your estate, and I will be thorough in answering your questions so you feel heard, confident, and ready to take action.
Call for help today: (703) 659-9692
Frequently Asked Questions
What is Estate Planning and Why is it Important?
Proper Estate planning involves not only making decisions about how your assets will be divided, distributed and managed to ensure your loved ones are cared for, but also the management of your assets during your lifetime in the event of your incapacity. It's crucial because it allows you to specify how and to whom your assets should be managed for your benefit and then divided and distributed at your death, potentially reducing estate taxes, and preventing disputes among family members.
Do I Need a Will if I Have a Living Trust?
Even with a living trust, you will still need a will, especially for any assets that were not transferred to the trust during your lifetime. A "Pour-Over Will" will ensure that assets not already in the trust are transferred there upon your death, as the trust will have the instructions of how the assets are to be divided and distributed at your death.
How Can I Avoid Probate?
The best way to avoid probate is by setting up a trust. While a will typically goes through probate, a trust does not. However, to achieve probate avoidance, it's important to ensure that your trust is properly funded prior to your death by titling your assets in the name of the trust.
What is Probate and Is It Only for Large Estates?
Probate is the legal process of validating a will, paying debts and taxes, and distributing assets according to the will. Probate, in one form or another, applies to all wills, regardless of the estate's size, though there are simplified procedures for estates having a value of $50,000 or
less.
How Can I Make Sure My Minor Children Are Cared For?
In your will, you can designate guardians who would take care of your minor children in the event of your death. Additionally, you can set up trusts to manage assets left to minors or incapacitated adults.
What Makes Up a Well-Designed Estate Plan?
A well-designed estate plan should: (i) address the event of an incapacity during your lifetime; (ii) preserve the value of your assets at your death; (iii) reduce taxes and administrative expenses, ensuring your heirs receive what you intended and (iv) protect your privacy.
Call Us Today While There is Still Time
The sooner you act, the sooner your heirs will be protected giving you peace of mind.
or Call 703-659-9692
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