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Venola Rolle

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We Make Estate Planning

SIMPLE AND EFFICIENT

ESTATE PLANNING IS AN ACT OF LOVE!

We offer a simple four-step process for you to protect your assets!

Venola M. Rolle

J.D., Ed.D., Principal

Licensed to practice in the District of Columbia, New York, New Jersey & Maryland

Our Process Is Personalized and Tailored

Getting started is all handled online via DocuSign and online payment.

We personally guide you through information gathering. Intake forms are efficient.

The first draft of your will or trust includes an easy-to-read summary.

Final documents are signed at your home or in my office.

Protect Yourself and Your Family Today!

Schedule your Peace of Mind Planning Session

During our 60-minute Zoom session, I will commit the following to you:

START YOUR ESTATE PLAN TODAY! BOOK A PEACE OF MIND SESSION!

Get Your Essential Estate Planning Documents

Ensure your wishes are honored and protect your loved ones with our comprehensive estate planning documents. Simply fill in your details to download your customizable forms. Secure your future and gain peace of mind today.

Our Comprehensive Estate Planning

We offer three specially curated Family Legacy Plans to choose from so you can decide which is best suited for your family or your situation. The Plans include a variation of the services below

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Trusted by 150+ Clients and Counting

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Speaker & Public Engagement Requests

At The Law Office of Venola M. Rolle, LLC, we offer public speaking engagements on estate planning to help educate our community about legacy planning. We can provide insights and guidance on how to preserve, manage, and distribute your assets once you are no longer here.
Our firm welcomes the opportunity to share our ideas with the broader community, including faith-based organizations, non-profits, and groups working to bring awareness about the need for legacy planning.

Contact Me

Frequently Asked Questions

Venola Rolle has practiced law and worked as an educator since becoming a lawyer in 1988. She began her professional legal experience clerking for a federal judge directly after finishing Georgetown University Law Center in Washington D. C., where she served as Topics Editor of The Tax Lawyer.

 

She further garnered experience in various areas of the law when she worked in private practice in Detroit, Michigan. While in Detroit, she worked for a medium-sized law firm as a supervising counsel coordinating warranty litigation for one of the three big car manufacturers. After leaving the firm, she started a law practice working for five years on civil, probate, estate planning, child abuse and neglect, and criminal cases as a solo-practitioner and as a court-appointed attorney in Wayne, Macomb, and Oakland counties .

 

Attorney Rolle closed her practice  to attend theology school at the Candler School of Theology in Atlanta Georgia, where she studied Biblical Literature and Languages. After Candler, she returned to Washington, D. C. and, after briefly practicing law, joined the cohort of the D. C. Teaching Fellows to devote her talents to teaching at the K-12 level in an earnest desire to impact the lives of our youth. She retired from teaching in June of 2023 to start her estate planning and special education law practice. She will launch her special education practice in early 2024.

 

Attorney Rolle also holds a Master of Arts in International Economics and Politics from The Johns Hopkins School of Advanced International Studies (SAIS), a Master of Arts in Teaching from Trinity University in D. C., and a Doctor of Education in Education Leadership and Management with a concentration in International Education from Drexel University, in addition to her Juris Doctorate. She obtained her undergraduate degree in journalism from Howard University.

The Law Office of Venola M. Rolle is a boutique law practice headquartered in Washington, D. C. The primary focus is estate planning. However, Attorney Rolle retains her passion for serving our youth, especially those with exceptionalities and their parents. Therefore,  she maintains a practice representing those students and their families.

 

Attorney Rolle is licensed to practice in the District of Columbia, New York, and New Jersey, and she currently works with residents in those jurisdictions only. Her application for admission to Maryland is pending.

Our practice has a streamlined 4-step process—Peace of Mind Planning Session, Design Meeting, Document Review, and Signing Ceremony. It is designed to deliver your trust and other estate planning documents to you and signed in six to eight weeks. Below is a description of our process:

  •  The first step is to attend your Peace of Mind Planning Session, which you will schedule on our firm’s online calendar. At this one-hour Zoom session, you’ll learn all about your options and our flat fees. If you decide to hire our firm, the $250.00 fee for the Peace of Mind Planning Session will be credited to the flat fee for your chosen Family Legacy Plan. If you do not hire me, our firm will send you an invoice for $250.00.
  • HOWEVER, BEFORE THE MEETING, you MUST fill out initial basic information in the Family Profile attached to your confirmation email and submit it to our firm (preferably 48 hours ahead of the meeting) so that we could tailor our counsel to your unique needs and that of your family. You will receive a link to the Family Profile in a secure portal with your confirmation email.
  •  After the Peace of Mind Planning Session, if you decide to move forward with hiring our firm, you will schedule an Estate Plan Design Session using my online calendar, preferably within a week to 10 days after the Peace of Mind Planning Session. Upon scheduling your Estate Plan Design Session:
  • You will receive an Engagement Letter and invoice, both of which can be executed online. The fee must be paid in full, minus the $250.00 credit, prior to attending your Estate Plan Design Session. The fee is deposited into an IOLTA Trust Account and Attorney Rolle deducts her fees in accordance with the terms of the Engagement Letter. The invoice will reflect the price we discussed during the Peace of Mind Session, so there is no surprise. (The third-party vendor our practice uses for processing payments, Lawpay, offers a payment plan, which you may arrange with the vendor).
  • Before Attending the Estate Plan Design Session, you must also complete the online Family Profile in its entirety in the secure portal using the same link you received to begin the Family Profile prior to the Peace of Mind Planning Session. You should complete the Family Profile preferably 48 hours before your Estate Plan Design Meeting, so we can make the best use of our time together.

At this 90-minute Zoom meeting we will get to work designing your trust and other estate planning documents, working from the information you provided in your Family Legacy Profile. After this session, I’ll draft your documents, and send copies for your review about two to three weeks later. 

  • You will subsequently schedule a Document Review Meeting, where you will make corrections and changes to the documents. Before our firm delivers the documents, we will expect you to pay any outstanding balance.
  • Once you are satisfied that the documents accurately reflect your wishes, you will schedule a Signing Ceremony on my online calendar. This event will take place at my office, though you may arrange to have the documents signed in the comfort of your home by making appropriate arrangements with us. Please note that we will not make any corrections, additions, or modifications to the documents at the Signing Ceremony.

An attorney who listens without interrupting and makes sure you fully understand your options before making any decisions! It’s very important to me that you feel heard and leave the meeting educated about the process. We’ll also review our process and our flat fees so you know exactly what is happening at each stage of the process, and what your investment will be.

When you are ready to move forward, whether at your Peace of Mind Planning Session, or later, let me know by sending me an email. We’ll send you an Engagement Letter via DocuSign, an invoice via our secure online payment provider, LawPay, and the link to the questionnaire which you must complete before we meet. Once these housekeeping items are taken care of, you’ll schedule your Estate Plan Design Session on my online calendar.

 

If you have clarifying questions before committing to a Peace of Mind Planning Session or an Estate Plan Design meeting, you may schedule a brief 15-minute call with me on my online calendar to seek clarity. Attorney Rolle will NOT discuss the firm’s fees during this brief call.

Let’s start with what we do NOT need! We do NOT need account statements, social security numbers, or tax returns. We DO need information on what kind of assets you own (house, retirement account, life insurance, automobiles, etc.), their relative value, and how they are titled (jointly, individually, etc.) Beyond that, we simply need answers to questions about your personal estate planning preferences, including:

 

* Who you would want raising your minor children if something happened to you and your spouse or partner.

* Who you want to be in charge of your children’s money until they are old enough to manage it themselves.

* Who you want making medical and financial decisions for you in the event of your incapacity.

 

Don’t worry if you don’t have the answers to these questions right away! You’ll have plenty of time to think things over throughout the process.

Estate planning is the process of getting legal documents in place so that your chosen individuals are appointed to take care of you, your children, your assets, and your finances in the event of your death or incapacity. The process also involves naming the people you want to inherit your assets when you are gone. An “estate plan” is a bundle of all the documents needed to accomplish these objectives.

 

If you don’t currently have a will or trust, you may think you don’t have an estate plan….but you do. It’s just that the District of Columbia, New York and New Jersey, or any other state you reside in, has written it for you! All states have a default plan for your family and assets in the event of your incapacity or death. That’s the plan you have now. Estate planning is “opting out” of the default plan and putting your own preferences in place

It depends! Estate planning is not one size fits all, so it’s hard for us to give you a quote without knowing more about you. Even if you believe your situation is relatively simple, there are likely nuances you are not considering. 

 

We discuss our fees and process at length in the Peace of Mind Planning Session, after we have counseled you on all your options. We do not discuss our fees outside the Peace of Mind Planning Session.

 

We understand that cost is an important factor in choosing an attorney, and that estate planning is a significant investment. We intend to be as transparent and as fair as possible. For that reason, we offer flat fees–our Family Legacy Plans–as opposed to billing by the hour, so you know exactly what your investment will be.

 

Finally, we will only recommend planning with us if the amount you would save by creating an estate plan is greater than our fee.

Our process is designed to have your estate planning documents signed within 4-6 weeks of your Peace of Mind Planning Session, assuming you schedule your Estate Plan Design Session promptly. It depends in part on your schedule and how long it takes for you to review your draft documents.

No. Wills, trusts, and other estate planning documents need to be signed with very specific formalities or they will not be considered legally valid. That means signing in person, in front of two (2) witnesses. The witnesses are there to confirm you are lucid and not under duress. Any changes you make to your documents in the future will need to be executed with the same legal formalities.

 

Our flat fee includes a notary service at the signing plus two witnesses. Let us know if you will bring your own witnesses so we could provide a discount.  Our notary service can also conduct the signings in your own home if you would prefer. We could discuss all of these options at the Document Review Session

We take on a limited clientele each month so we can offer a high level of service to each individual or family. We work with people who value our advice and are seeking a long-term working relationship.

 

If you are looking for the cheapest attorney you can find, do not want to devote time to learning about and understanding your options, or do not feel comfortable completing the Family Legacy Profile before our sessions, we are not the right law firm for you, and would be happy to refer you to a lawyer who may be a better fit.

You have two options with your estate planning: a will-based plan, or a living trust-based plan. A living trust is a document where you appoint a chosen individual to manage your assets should you become incapacitated, and distribute them according to your wishes specified in the trust at your death. It is almost always preferable to a will because it is designed to avoid the time, expense, and publicity of probate, which a will cannot avoid.

 

Many are surprised that wills do not avoid probate court…they guarantee it! Attorney Rolle will go over the difference between a will and a Revocable Living Trust in depth during the Peace of Mind Planning Session and you can then decide what is best for you if you are single, or if you are planning as a family. 

Probate is a court-supervised process of administering your estate upon your death. If you die without a will, your estate must go through probate before all your money can be distributed to your heirs. And if you die WITH a will…your estate still has to go through probate. One sure way to avoid probate is with a Revocable Living Trust.

 

What’s so bad about probate? Even a very simple probate matter can take a year or more to complete.  Even a very small estate with no challenges and an experienced executor may be settled for $4000.00 to $6000.00, depending on the state where you reside. It’s also a public proceeding that makes your will available to anybody who wants to look at it.

 

While a will is subject to the probate process, a Revocable Living Trust is designed to bypass it.

Unfortunately, even a simple will is still subject to the expense and delays of probate. It’s not the complexity of the document itself that causes the time and expense; it’s the probate process itself. For this reason, many people choose to create a Revocable Living Trust instead of a Will to avoid the probate process.

No. This is a myth. Estate planning is in no way related to how much money you have, whether you are a married, or whether or not you are a parent.

 

Estate planning is putting legal documents in place that ensure your assets will go to the people you want, the way you want, when you are gone. It also involves making the transfer of assets as easy as possible on your loved ones during an otherwise difficult time. We all care about that, no matter how much (or little) money we have. THAT IS WHY ATTORNEY ROLLE SAYS ESTATE PLANNING IS AN ACT OF LOVE!

 

Estate Planning also requires appointing people to manage your property and make health care decisions for you if you are incapacitated, something that matters to all of us, regardless of wealth and status.

A power of attorney lets you appoint someone to manage your property in the event of your incapacity. You will name someone you trust implicitly as your “agent”. They will step into your shoes and pay your bills, file your taxes, manage your business, etc. if you cannot.

 

We include a power of attorney for individuals and both spouses in every estate plan we create.

A health care proxy allows you to appoint someone you trust to manage your medical decisions should you be unable to do so. A living will (not to be confused with a Revocable Living Trust or Last Will and Testament) allows you to make certain medical decisions regarding end-of-life choices ahead of time.

 

We include a health care proxy and living will for individuals and both spouses in every estate plan we create.

Yes! Attorney Rolle is happy to take a quick, complimentary call before you schedule your Peace of Mind Planning Session. However, Attorney Rolle does not discuss fees outside of the Peace of Mind Planning Session, but she is happy to answer any basic questions you might have.

No problem! A Revocable Living Trust can be changed or revoked entirely as long as the creator is alive and has mental capacity to do so. Any guardians for minor children can also be changed through an amendment (called a “codicil”) to your pour-over will.

 

All other estate planning documents (power of attorney, health care proxy, etc.) are typically recreated as it is more cost-effective to do so.

 

The main point is that your documents can (and probably will be) updated as your life, your assets, and the law all change.

Yes! In some ways, you need estate planning MORE than married folks. Many non-married individuals want to leave their money to charities and friends, not their closest living relative.

 

Unfortunately, if you die without getting this in writing, your estate could end up in the hands of that distant cousin you’ve met twice! Also, it’s important for everyone to have a Health Care Proxy and Financial Power of Attorney.

Great question! Most parents, if they could, would want to avoid having their children inherit a big lump sum on their 18th birthday (which is the age they are legally entitled to inherit). Yet, that is exactly what will happen if you don’t get an estate plan stating otherwise.

 

The good news is that with a trust, you can choose a later age for your children to inherit – say 25, or 30. You have options. We’ll discuss them at your Peace of Mind Planning Session.

You nominate legal guardians in a Will, or a Pour-Over Will that goes along with your Revocable Living Trust. If you pass away without nominating guardians, a judge will make the decision for you. You also run the risk that family members will fight over who gets custody because you didn’t make your preference clear.

 

Did you know you can “confidentially exclude” people you would never want raising your children no matter what? We can help with that!

You can. Keep in mind, though, that Legal Zoom and law firms are two different entities. They provide two different services. This is why the cost is different. Legal Zoom offers form documents you fill out and execute yourself. They are not a law firm and do not give legal advice.

 

An attorney, on the other hand, counsels you and gives you legal advice based on your specific circumstances. They will customize your documents, ensure they are signed with the proper formalities, and pick up the phone when you call with questions. If these things are important to you, you should work with an attorney. If they are not, Legal Zoom may be a better option.

Estate planning is an area of law that is state-specific. That means you should work with an attorney licensed in the state in which you reside. Attorney Rolle is licensed currently in the District of Columbia, New Jersey, and New York. If you live in one of those states, we can prepare your estate planning documents. If you do not, message us, and we will be happy to refer you to an attorney licensed in your state.

Yes, you need to fund your trust. Funding your Revocable Living Trust means that you must go through the process of moving all of your assets into the Trust. The Trust only works if it owns the property and assets, like your house, your car, etc.

 

However, our firm does not go through the funding process involving the transfer of your assets. You may have us fund your trust, but that would require payment of an additional fee of several thousand more dollars, or our third-tier package fee listed on the sheet featuring our Family Legacy Plans.

 

Alternatively, we provide you with instructions as part of your Estate Plan Package that describe how to fund the trust yourself. You can think about what arrangement works best for you and let us know your preference.

NO. IT DOES NOT. 

 

DISCLAIMER: Please be informed that the information provided on this website is intended solely for informational purposes and does not constitute legal advice. The material posted on this website is not intended to create, and receipt of it does not constitute, an attorney-client relationship. An attorney-client relationship will be  established after both parties have signed an Engagement Letter confirming the scope and terms of the legal representation.

 

Please refrain from sending any confidential or sensitive information through this website or via email until an attorney-client relationship has been established. Any information you send before the establishment of an attorney-client relationship may not be treated as privileged or confidential.

 

If you require legal advice or representation, it is recommended that you consult with an attorney who can provide tailored legal counsel based on the specific circumstances of your case. The content on this website should not be relied upon as a substitute for seeking legal advice from a qualified professional.

 

By accessing and using this website, you acknowledge and agree to the terms of this disclaimer.

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