More Service, More Options, More Results

Prime Estate Planning

Open Hours:

Monday, 9:00 AM - 6:00 PM
Tuesday, 9:00 AM - 6:00 PM
Wednesday, 9:00 AM - 6:00 PM
Thursday, 9:00 AM - 6:00 PM
Friday, 9:00 AM - 6:00 PM
Saturday, Closed
Sunday, Closed

Prime Estate Planning Picture 1Prime Estate Planning Picture 2

Introduce

For those of us living in the vibrant and diverse District of Columbia, planning for the future is an essential step, not just for ourselves but for our loved ones. When it comes to something as vital as your legacy, your assets, and the well-being of your family, having expert legal guidance is not just a luxury—it’s a necessity. This is where a dedicated and knowledgeable law firm specializing in estate planning becomes your most valuable ally. In this article, we’ll introduce you to Prime Estate Planning, a local firm committed to helping DC residents navigate the sometimes complex world of wills, trusts, and long-term financial security.

Estate planning is more than just drafting a will; it’s about creating a comprehensive strategy that protects your assets, provides for your family, minimizes tax burdens, and ensures your wishes are honored. It’s about peace of mind, knowing that you’ve taken proactive steps to secure your future and the future of those you care about most. Prime Estate Planning understands the unique needs of individuals and families in the District of Columbia. They are not just legal advisors; they are partners in your journey, guiding you through every step with clarity, professionalism, and a personal touch. Their approach demystifies the estate planning process, making it accessible and understandable for everyone, regardless of their prior legal knowledge.

At Prime Estate Planning, their mission is to provide tailored solutions that reflect your specific circumstances and goals. They pride themselves on their ability to explain complex legal concepts in plain language, ensuring that you are fully informed and comfortable with every decision made. From establishing a trust to navigating probate, their team is dedicated to delivering efficient, effective, and empathetic service. For any resident of the District looking to safeguard their legacy and ensure a secure future for their loved ones, Prime Estate Planning offers the expertise and dedication you can trust.

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Location and Accessibility for DC Residents

Located in a prime spot that’s easily accessible for most District of Columbia residents, Prime Estate Planning has its office at 1 Thomas Cir NW STE 700, Washington, DC 20005, USA. This address places them right in the heart of downtown DC, a central and well-connected part of the city, making it convenient for you to reach their offices for consultations and meetings.

The firm's location at Thomas Circle is incredibly well-serviced by Washington D.C.'s robust public transportation system. You'll find it a short walk from several Metro stations, including McPherson Square (Orange, Blue, Silver Lines), Farragut North (Red Line), and Metro Center (Red, Orange, Blue, Silver Lines), providing multiple options for commuters from all parts of the city. Numerous Metrobus routes also converge around Thomas Circle, offering extensive coverage. This excellent connectivity means that whether you're coming from Northwest, Southwest, Northeast, or Southeast DC, getting to your appointments at Prime Estate Planning is straightforward and stress-free, reducing the need to battle city traffic or search for parking. While downtown parking can sometimes be challenging, there are also several paid parking garages in the immediate vicinity for those who prefer to drive. The central location also makes it convenient for combining your visit with other downtown errands or appointments, further simplifying your day.

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Services Offered

Prime Estate Planning specializes in comprehensive estate planning services, designed to provide peace of mind for individuals and families throughout the District of Columbia. Their offerings are tailored to ensure your assets are protected and your legacy is preserved according to your wishes. Here’s a detailed look at the core services they provide:

  • Wills and Trusts: They expertly draft and explain the nuances of various types of wills and trusts, helping clients choose the best instruments to meet their specific goals for asset distribution, beneficiary designation, and charitable giving. This includes revocable living trusts, irrevocable trusts, and testamentary trusts.
  • Probate Administration: Navigating the probate process after a loved one passes can be complex and emotional. Prime Estate Planning provides compassionate and efficient guidance through the probate court system, ensuring all legal requirements are met, debts are settled, and assets are distributed correctly.
  • Powers of Attorney: They assist in establishing both financial and healthcare powers of attorney, empowering trusted individuals to make decisions on your behalf if you become incapacitated, ensuring your medical care and financial affairs are managed according to your wishes.
  • Advanced Directives (Living Wills): The firm helps clients articulate their healthcare preferences through living wills, ensuring their medical decisions are respected in critical health situations.
  • Guardianship Nominations: For families with minor children, they help draft documents that nominate guardians, providing crucial protection and care for your children should unforeseen circumstances arise.
  • Asset Protection Strategies: They develop strategies to protect your hard-earned assets from potential creditors, long-term care costs, and other risks, ensuring your wealth is preserved for future generations.
  • Estate Tax Planning: Given the complexities of estate taxes, they provide strategic planning to minimize potential tax liabilities, allowing more of your estate to pass to your chosen beneficiaries.
  • Business Succession Planning: For business owners, they offer guidance on creating plans for the smooth transition of business ownership and management, ensuring continuity and stability for your enterprise.

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Features / Highlights

Prime Estate Planning stands out in the Washington, DC legal landscape due to several key features and highlights that directly benefit their clients:

  • Clear and Detailed Explanations: As highlighted by customer reviews, the firm excels at explaining the entire estate planning process in detail, from beginning to end. This commitment to clarity ensures clients fully understand their options and the implications of their decisions, eliminating surprises.
  • Reasonable Pricing with Package Choices: Clients appreciate that the firm offers reasonable pricing for their services, along with a choice of packages. This flexibility allows individuals to select a plan that best fits their specific needs and budget, providing transparency and value.
  • Friendly and Approachable Team: Scott and Saffie, key members of the Prime Estate Planning team, are consistently described as "very friendly and easy to work with." This approachable demeanor fosters a comfortable environment, making it easier for clients to discuss sensitive personal and financial matters.
  • Proactive and Efficient Service: The team is praised for being "very proactive and stuck to the schedule to get the trust put in place quickly." This demonstrates their commitment to efficiency and timely completion, ensuring that clients' estate planning needs are met without unnecessary delays.
  • Expert Knowledge and Patience: Reviewers note that the team is "very knowledgeable" and answers all questions with "expertise and patience." This indicates a deep understanding of estate law combined with a client-focused approach that values thorough communication and reassurance.
  • Streamlined Process: The firm is effective at making "the entire process easy," which is a significant relief for clients who might otherwise find estate planning daunting or overwhelming. They simplify complexities, guiding clients smoothly from start to finish.
  • Client-Centric Customization: They don't offer a one-size-fits-all solution. Instead, they provide choices and tailor their services based on what the client truly wants and needs, ensuring personalized and effective legal strategies.

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Promotions or Special Offers

As a professional legal service provider, Prime Estate Planning typically focuses on delivering high-quality, personalized legal advice rather than offering frequent public "promotions" in the same way a retail business might. However, based on client testimonials, a significant "special offer" or advantage they consistently provide is their transparent and reasonable pricing structure, coupled with a choice of packages based on client needs.

This approach effectively allows clients to select a service level that aligns with their budget and specific requirements for estate planning. While they may not advertise seasonal discounts, their commitment to providing "reasonable prices for the work done" and offering "a choice of packages based on what we wanted" acts as an inherent benefit and a form of value proposition. Prospective clients are encouraged to contact Prime Estate Planning directly for an initial consultation, during which they can discuss their specific estate planning needs and receive clear information regarding fees and available service packages. This direct engagement ensures transparency and allows the firm to tailor a solution that is both effective and cost-efficient for each individual client.

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Contact Information

Connecting with Prime Estate Planning to discuss your estate planning needs is simple and convenient. Here's how you can reach them:

  • Address: 1 Thomas Cir NW STE 700, Washington, DC 20005, USA
  • Phone: (202) 559-1651
  • Mobile Phone: +1 202-559-1651

You can call their office during business hours to schedule an initial consultation. Their friendly and knowledgeable team is ready to answer your questions and guide you through the process of securing your future and protecting your legacy.

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Conclusion: Why this place is suitable for locals

For anyone living in the District of Columbia, Prime Estate Planning is exceptionally well-suited to handle your estate planning needs. Their suitability for locals stems from several key factors that directly address the concerns and priorities of DC residents.

Firstly, their local presence in the heart of Washington, DC, at Thomas Circle, makes them highly accessible. Being centrally located and easily reachable by various Metro lines and bus routes means that navigating to their office for appointments is convenient, saving you time and hassle—a significant advantage in a busy city like ours. This local accessibility also means they are deeply integrated into the community, understanding the nuances of DC-specific regulations and court processes.

Secondly, their specialization in estate planning is precisely what many DC residents need. Whether you're a young professional starting a family, a homeowner looking to protect your assets, or a senior citizen planning for retirement and beyond, Prime Estate Planning offers targeted expertise. They don't dabble in various legal areas; their focus ensures a profound understanding of wills, trusts, probate, and asset protection, which are critical concerns for individuals and families across the District.

Thirdly, and perhaps most importantly, are the overwhelmingly positive client testimonials that highlight their key strengths: clarity, reasonableness, and a friendly, proactive approach. Residents want legal professionals who can explain complex concepts without jargon, offer fair pricing, and genuinely care about their clients' well-being. The reviews specifically mention how "the whole trust process was explained to us in detail from beginning to end, and there were no surprises." They also note that "the price was reasonable for the work done" and that the team, particularly Scott and Saffie, are "very friendly and easy to work with" and make "the entire process easy!" This empathetic and efficient service model is precisely what locals seek when dealing with sensitive and significant personal legal matters.

Finally, their commitment to tailoring solutions to individual needs, rather than offering a one-size-fits-all approach, provides a personalized experience that ensures your unique circumstances are addressed. For any DC resident looking for peace of mind regarding their future, assets, and loved ones, Prime Estate Planning offers the expertise, convenience, and compassionate service that truly makes them a suitable and trusted local choice.

Location & Map

1 Thomas Cir NW STE 700, Washington, DC 20005, USA

Customer Reviews

(17 reviews)

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Chris W.
May 14, 2025

My wife and I had an awesome experience with Prime Estate Planning. The whole trust process was explained to us in detail from beginning to end, and there were no surprises encountered during the process. The price was reasonable for the work done and Prime Estate Planning gave a choice of packages based on what we wanted. Scott and Saffie are very friendly and easy to work with. They were very proactive and stuck to the schedule to get the trust put in place quickly. I would definitely recommend Prime Estate Planning!

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Leslie Deiss
Mar 18, 2025

Scott and Saffie were very helpful with my fathers estate planning. Scott was very knowledgeable and answered all our questions with expertise and patience. They made the entire process easy!

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Marilyn Neal
Apr 11, 2025

If you're looking for Estate Planning, Try Prime Estate Planning with Scott Sweitzer and Saffie Koroma! They provided an incredible service and made dealing with estate planning easy! Hats off to their professional and personal touch! Again, thanks Scott and Saffie! Marilyn & John!

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John Allen
Apr 09, 2025

The entire team was incredible. They were knowledgeable, efficient, and patient. Scott was incredible and responsive in answering my questions and making tweaks as requested. I highly recommend doing business with them.

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Denis LARGERON
Nov 13, 2024

Scott and Prime Estate Planning provide invaluable guidance and support during a difficult time. Their expertise and compassion make the entire process clear and manageable. Highly recommend for anyone seeking professional and caring estate planning services!

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