Bagley & Rhody

What Bagley & Rhody does

Bagley & Rhody is a privately held, boutique professional law corporation headquartered at 1788 Forest Drive, Annapolis, Maryland. Founded in May 1996 by Charles Bagley IV and John P. Rhody Jr., the firm concentrates exclusively on estate planning, estate and trust administration, estate and trust litigation, business counseling, contracts, succession planning, and transactions for closely held businesses, together with a recently launched Private Client Services department serving high-net-worth individuals and family businesses. The firm serves clients across Anne Arundel County and the broader State of Maryland, delivered through a single Annapolis office.

Name

Bagley & Rhody

Legal name

Bagley & Rhody, P.C.

Website

https://bagleyrhody.com

Company type

Private

Founded year

1996

Operating status

Operating

Ownership category

akta.pro rank

Headquarters

HQ city

Annapolis

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Infrastructure, Marketing or Sales

Revenue model

1. Legal Services - Hourly Billing: Traditional hourly billing for legal services including consultation, document review, and ongoing legal work. Time spent prior to meetings and substantive work is billed on an hourly basis.
2. Legal Services - Flat Fee: Some services may be billed as flat fees depending on the nature of the matter and client engagement.
3. Initial Consultation Fee: Initial consultation may have a fee, which is credited on the first invoice if the client proceeds with the firm.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

Bagley & Rhody is a boutique law firm that provides legal services focused on estate planning, estate and trust administration, estate and trust litigation, and business-related matters such as formation, succession planning, and transactions. The firm also offers Private Client Services delivering highly personalized, ongoing legal and financial guidance for high-net-worth individuals and family businesses. Services are delivered through direct attorney-client engagement at the firm's Annapolis, Maryland office, billed on an hourly or flat-fee basis.

Product overview

Bagley & Rhody is a boutique law firm offering a unified suite of legal services centered on estates, trusts, and business matters. The firm operates as a single integrated practice with six interconnected service modules: Estate Planning (drafting wills, trusts, and related documents), Estate & Trust Administration (guiding fiduciaries through probate and trust administration), Estate & Trust Litigation (representing clients in contested matters), Business Counseling/Contracts/Succession Planning/Transactions (corporate legal services), Private Client Services (high-touch ongoing planning for wealthy clients), and Firm Operations (internal support functions). These services are designed to work together, particularly where estate and business planning intersect for closely held business owners.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Legal services for creating comprehensive estate plans including wills, trusts, powers of attorney, and advance medical directives to ensure assets are distributed according to client wishes.
• Estate & Trust Administration Legal guidance and support for personal representatives and trustees in administering estates and trusts, including probate proceedings, asset collection, valuations, filings, creditor dealings, and distribution to beneficiaries.
• Estate & Trust Litigation Legal representation for contested estate and trust matters before Orphans' Court, Circuit Court, and Appellate Courts, including will contests, trustee removal actions, and breach of fiduciary duty matters.
• Business Counseling, Contracts, Succession Planning, and Transactions Comprehensive business legal services including formation, operations, contracts, succession planning, mergers and acquisitions, and commercial real estate transactions for closely held businesses.
• Private Client Services Highly personalized, ongoing legal and financial guidance for high-net-worth individuals and family businesses, focusing on strategic design and implementation of estate and gift tax strategies.

Segments4 records

Ideal customer profiles5 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• CPAs and Financial PlannerssupportingOthersThe firm works closely with other professionals involved in estate and trust administration, including CPAs, financial planners, and appraisers to ensure smooth and efficient administration of estates and trusts.

Scale indicators4 records

Recent moves8 records

Expansion highlights5 records

Direct peers

• Council, Baradel, Kosmerl & Nolan, P.C. Maryland-based boutique law firm with a strong estates, trusts, and business law practice. Direct peer because founder Charles Bagley was a founding member of this firm before establishing Bagley & Rhody, and it serves the same Anne Arundel County / Maryland market with a comparable boutique footprint.
• McNamee Hosea, PA: Annapolis, Maryland-based boutique law firm with a trusts and estates practice alongside business law. Direct peer because of shared Annapolis geography, similar boutique scale, and overlap in estate planning and business succession services.
• Kramon & Graham LLP: Baltimore-based boutique firm with a notable estates, trusts, and fiduciary litigation practice. Direct peer because it competes for the same HNW estate planning, administration, and contested matter work in the Maryland market at similar boutique scale.
• Wharton, Levin & Ehrmantraut, P.A. Maryland boutique firm focused on estates and trusts, estate administration, and closely held business succession. Direct peer because of overlapping niche specialization in estates/trusts for HNW clients and family-owned businesses in Maryland.
• Joseph, Greenwald & Laake, P.A. Maryland-based multi-practice boutique with an established estates and trusts group serving clients throughout the state. Direct peer because of similar Maryland geographic focus, boutique scale, and comparable estate planning/administration offering.
• Lerch, Early & Brewer, Chartered: Maryland/DC-area firm with a substantial trusts and estates practice serving individuals, families, and closely held businesses. Direct peer because of shared Mid-Atlantic geography, HNW clientele focus, and estate/business crossover work.
• Wright, Constable & Skeen LLP: Baltimore-based full-service law firm with a long-standing trusts and estates practice. Direct peer because of similar Maryland client base and overlap in estate planning, probate, and estate administration services, albeit with a slightly larger footprint.
• Linowes and Blocher LLP: Maryland-based law firm with real estate, business, and estate planning practices serving closely held businesses and individuals. Direct peer because of comparable boutique-to-mid-size scale and overlapping estate planning and business succession offerings in Maryland.

Broad incumbents

• Venable LLP: Major Mid-Atlantic full-service law firm with a well-established wealth planning, trusts, and estates practice in Maryland. Broad incumbent because it offers overlapping estate and business planning capabilities as part of a much wider portfolio, rather than specializing as a boutique.
• Offit Kurman, P.A. Regional Mid-Atlantic law firm with a trusts and estates practice serving HNW individuals and business owners across Maryland. Broad incumbent because of overlapping estate and business succession services delivered through a larger multi-office platform rather than a specialized boutique.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles11 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Bagley & Rhody