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Estate Planning

You have worked hard, saved, and invested well. Ensure that your loved ones and beneficiaries can make the most of your gifts. We will provide you with a thoughtful and comprehensive estate plan that can, among other things, allow you to provide for control for your assets at incapacity or death, minimize costly disputes among beneficiaries, protect assets from beneficiary creditors, provide clear guidance for loved ones, preserve assets for future beneficiaries, and avoid substantial legal issues and expense.

To accomplish our clients' goals, we work in connection with their financial advisors, insurance professionals, and accountants to ensure a personally tailored plan, implemented through the following documents:

  • Last Wills and Testaments 
  • Revocable Trusts
  • Marital Deduction Planning
  • Irrevocable Trusts
  • Advance Directives
  • Health Care Proxies
  • HIPAA Releases
  • Durable Powers of Attorney
  • Guardianships
  • Conservatorships
  • Special Needs Trusts
  • Testamentary Trusts
  • Nominee Trusts
  • Homestead Declarations
  • Limited Liability Companies

Ready to Get Started? 

Download and Complete our Estate Planning Questionnaire:


Probate of Estates & Trust Administration

The process of probating the estate of a Massachusetts resident is a year-long process that requires navigating the the courts, the Department of Revenue, and IRS, creditors, tax laws, real estate laws, and family relationships. We have decades of experience representing hundreds of estates throughout Massachusetts, from small, simple estates to complicated Wills and Trusts and Will contests. 

If you are named as the Executor (now called "Personal Representative") in the Will of a loved one, or Trustee of a loved one's Trust, we can provide guidance through the process of administration and afterwards. Alternately, if you are the beneficiary of a loved-one's Will or Trust and have questions about protecting your interests or someone else's administration, we can advise you about your rights and obligations.