Baltimore, MD estates planning & probate attorney Jocelyn S. Szymanowksi talks about her firm’s approach to working with families in estate planning. She shares that the philosophy guiding her firm’s approach to estate planning is centered on relationships. Estate planning involves deeply personal decisions, and her approach is to work closely with clients to understand their goals and use the tools of the law to achieve them.

Putting one’s affairs in order to protect a spouse and provide for family requires attention not only to financial and legal considerations but also to personal values, family circumstances, and lifetime experiences. Every estate plan she develops is unique, reflecting the individuality of each client.

Her process begins with careful listening and thoughtful questioning to ensure that the estate plan is tailored to the client’s specific needs, rather than relying on a generic template. She places great value on building strong relationships with clients, which allows her to create and modify estate plans with customized recommendations designed to protect what matters most.