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Daniel Rubin

Daniel Rubin

RUBIN LEGACY LAW
rubinlegacylaw.com

Areas of Focus: Life and Legacy Planning

Licensed States: Maryland, District of Columbia

What to expect from Daniel Rubin

  • A 15-minute Prep Call with our Intake Team to understand your goals and needs
  • 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
  • Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
  • A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
  • A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.

About Daniel Rubin

Estate Planning Is More Than Documents. It Is a Message to the People You Love.

Your estate plan is more than a set of legal documents. It may be one of the most important messages you ever send to the people you love.

When the time comes—whether because you are unable to make decisions for yourself or because your family is experiencing the pain and shock of losing you—your plan can communicate something deeply meaningful: I anticipated this moment. I thought about you. I wanted to make things easier for you. I cared enough to prepare.

That is the message you want to leave.

I’m Daniel A. Rubin, Esq., a Maryland and District of Columbia attorney, mediator, and Personal Family Lawyer®. I help families turn that message into a practical plan—one that protects the people they love, anticipates the challenges they may face, and gives their family a clear roadmap when they can no longer provide one themselves.

My approach has been shaped by years of helping people navigate some of life’s most consequential moments. As a family-law attorney and mediator, I have worked with people facing divorce, custody disputes, family conflict, and domestic abuse—including helping victims obtain legal protection for themselves and their families. I have also represented clients in employment matters.

Before and alongside my legal practice, I spent more than 15 years working with complex business, regulatory, compliance, and employment issues in highly regulated environments. That experience sharpened the analytical, problem-solving, and risk-management skills I now bring to estate planning.

You don't have to choose between an attorney who understands the law and one who understands people. You should have both.

That's why I don't start by asking whether you need a Will or a trust. I start by getting to know you and the people who matter most to you.

Who would make decisions for you if you couldn't? What would happen to your family if you died unexpectedly or became incapacitated? Are there family dynamics that need to be considered? And what are you ultimately trying to accomplish for the people you love?

Through my Life & Legacy Planning® process, we work through these questions together. I help you identify the issues that matter, understand your choices, anticipate potential problems, and develop a legal plan tailored to your family, your circumstances, and your goals.

You shouldn't have to become a lawyer to understand your estate plan. My job is to make the law understandable, give you the information you need to make good decisions, and then put those decisions into a sound legal plan.

When your family eventually needs that plan, I want them to find more than legal paperwork. I want them to find clarity, protection, guidance, and evidence of your love and foresight. Make it easier for them and let them know your care extends beyond life itself.

Your estate plan is ultimately a statement of what matters to you and a reflection of the care you have for the people you love.

If you've been putting off estate planning because you aren't sure where to begin and you are too busy to dedicate time to these complex matters, you don't need to figure it out first. That's what I'm here for. Let's start with a conversation about the people and things you care about.

Your family is unique. Your circumstances are unique. Your estate plan should be, too.

 

THE PERSONAL FAMILY LAWYER PROMISE

What makes PFL lawyers different?

  • Asset-1how-you-hire
    How you hire us.

    We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.

  • Asset-1@3x
    How we plan.

    We work with you throughout every life stage to map out the most likely scenarios for you and the people you love, planning for each as your life, the law, and your assets change over time.

  • Asset-1what-we-protect
    What we protect.

    Our Life & Legacy Planning process ensures everything that matters most -- from your financial assets to your values, insights, stories and experience -- are captured and documented during your life and cared for over the generations to come.

  • Asset-1transparency
    What you see.

    Transparency in our process, and our fees … all of which are flat fees, agreed to in advance, based on your choices and with no surprises, ensuring we stay on the same side of the table - supporting you to make a lifetime of great decisions - every step of the way.

  • Asset-1DElivery
    How we deliver.

    Our systems help you get clear and organized, overcoming the exact issues that keep most estate plans from actually working when they are needed most. We help you leave your family with a gift of love, and not a mess.

  • Asset-1work-150x150
    How our plans work.

    One-and-done estate plans focused only on money are a recipe for a big mess. We help you throughout every stage of life and be there for the people you love, when you can’t be.

Daniel Rubin
Rubin Legacy Law
rubinlegacylaw.com
Have Questions About Protecting Your Family and Your Wealth?
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Have Questions About Protecting Your Family and Your Wealth? Start Here →