Book a Call: Estate Planning

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Estate planning is more than just legal documents. It is an important strategy that helps you plan for the care and protection of your loved ones and legacy. Proper planning can make all the difference in the world.

You need a well designed estate plan if…

You’ve Recently Relocated
You Don’t Even Have an Estate Plan
You need to protect your children
You need to plan for and protect a loved one with special needs
You need to protect a family business
You want to protect your legacy

You need a well designed estate plan if…

You’ve Recently Relocated

When relocating, the process of finding a new attorney can be difficult. Booking a call with our firm makes the process easier, simpler and quicker.

You Don’t Even Have an Estate Plan

Creating a personal estate plan is key to predicating your life outcome. The best way to get started is by booking a call today.

You need to protect your children

Selecting guardians and fiduciaries for the physical and financial well-being of your children are some of the most important decisions you will make. Our expert attorneys can help.

You need to plan for and protect a loved one with special needs

Caring for loved ones that cannot care for themselves requires diligent and intentional planning to ensure they have the care and resources they need even when you are no longer around.

You need to protect a family business

Your family business is likely your most valuable asset. You’ve worked hard throughout the years to build your business. Proper planning ensures that it continues into the next generation.

You want to protect your legacy

You’ve spent a lifetime building something that matters and is worth remembering. Estate planning is more than just preserving assets, it’s also about passing on your story and your family values.

Our Attorneys and Advisors

Robyn Smith Ellis

Attorney at Law

A graduate of the University of Virginia and the School of Law at the College of William and Mary, Robyn Smith Ellis has been practicing law since 1999. Robyn received the Martindale-Hubbell Peer Review Rating of AV Preeminent®, the highest peer rating standard, signifying that a large number of her peers rank her at the highest level of professional excellence for her legal knowledge, communication skills and ethical standards.

DAVID W. ELLIS, CFP®, AIF®

Principal & Advisor

David holds degrees from Virginia Tech and Virginia Commonwealth University. He became a financial advisor in 2000, a Certified Financial Planner™ in 2005, and an Accredited Investment Fiduciary™ in 2014. David has served as a financial planner and investment manager for a number of different firms, most recently for the private wealth management group at a large regional bank.

Client Success Stories

Legal and fiduciary services offered through Robyn Smith Ellis PLC. Investment advice offered through Ellis Financial Group LLC, A Registered Investment Advisor in the Commonwealth of Virginia. Insurance products offered through Ellis Insurance Services LLC.