Estate Planning Basics for Low-Income Clients
Help Homeowners Preserve Generational Wealth with Estate Planning
Make a Difference in Your Community!
Low-income Marylanders often struggle to pass down their homes and assets due to a lack of access to legal support. By volunteering at estate planning clinics, you can help families protect their homes, preserve generational wealth, and plan for the future.
To prepare volunteers for this impactful work, PBRC offers a free training on estate planning basics. Completion of this training is required before volunteering.
Volunteer Opportunity
Estate Planning Clinics are scheduled ad-hoc in various venues in Baltimore City and Baltimore County. Clinics generally run from 9:30 am to 3:30 pm, with occasional exceptions. Dates are shared with trained volunteers as they are scheduled.
Attorneys interested in volunteering in other Maryland counties can prepare estate plans through regional legal services providers that place estate planning matters with volunteers.
Why Volunteer with Us?
Estate planning is a powerful tool for preserving generational wealth and ensuring families can stay in their homes. By volunteering, you’ll help Marylanders:
- Protect their homes and assets
- Make informed decisions about their health and finances
- Gain peace of mind for themselves and their loved ones
Volunteers are fully supported through a required training, on-site mentorship at clinics, and malpractice insurance coverage for their pro bono matters—so you can serve with confidence and impact.
Training Requirement
Before you start volunteering, you will need to complete our comprehensive training on Estate Planning Basics for Low-Income Clients. To view the training at your own pace, please complete the Volunteer Registration Form.
Training Highlights:
- Learn to draft essential estate planning documents, including wills, advance medical directives, and financial powers of attorney
- Understand ethical considerations when working with low-income clients in a clinic setting
- Gain practical skills to confidently assist clients at pro bono estate planning clinics
Commitment: The training is free to Maryland lawyers who commit to either volunteering at one clinic or preparing two estate plans within one year.
Staff of nonprofit legal services providers can register to receive the training at no additional pro bono commitment.
Sponsored by Pro Bono Resource Center of Maryland
Questions about volunteering?
Contact the Home Preservation Project Team.
Questions about training access?
Contact the Education Team.