Estate Planning

You know you need an Estate Plan,
but you’re not sure what’s the best plan for your family …

There are many legal strategies you might consider implementing as you design your estate plan. We help you design a customized estate plan to take care of you and those you love. 

How We Can Help

Protecting Minor Children

Trust Planning

Wills

Estate Taxes

Advanced Medical Directives

Power of Attorney

Our Estate Planning Process

Schedule a Strategy Session

There’s no one-size-fits-all in estate planning, so your strategy session will be specifically tailored to meet all your needs. During your session, you’ll go over different planning strategies and instruments – what they do, why, and how best to use them – and we’ll answer all questions or concerns you have. Before agreeing on a strategy to implement, you’ll fully understand what it entails, why it’s being recommended, and the investment needed to complete your estate plan.  If you want to hire us to create your estate plan, we’ll complete and sign our Representation Agreement which will set out the specific plan being created and the fixed fee associated with that plan. You’ll then have an opportunity to ask any additional questions you may have, and you’ll be given a brief overview of the next steps you should expect.

Draft Your Estate Plan

Our team plans for 2-3 weeks to draft your plan documents. That period will be based on our current workflow and any specific needs you may have. We are certainly able to accommodate your needs. We will send you draft versions of your planning documents to review at your own pace. At that time, you may have additional revisions, questions, or clarification of terms. Our open communication platform means you don’t have to hesitate to ask or suggest. At the end of the day, this is your plan and we want you to be fully comfortable with the details and how it works.

Estate Plan Signing

After you’ve approved your draft documents, we’ll prepare your final documents to be signed and schedule your Signing Meeting our office, and on a date and time that’s convenient for you. On the day of your signing, we’ll go over your documents prior to signing.  The signing meeting usually lasts between 30-60 minutes. After your signing, you’ll be given your original documents along with additional handouts for your information. We’ll also send you a digital version of your signed documents for your records. 

Common Questions

What is Estate Planning?

Estate planning is not planning for death; it’s about planning for your life. An Estate Plan is about planning for everyone you love and everything you have. In fact, Estate Planning is so important that you already have a plan in place. If you die without your own Estate Plan, the state of Massachusetts has a plan for you called Probate. And Probate is NOT something you want your family to have to go through. Proper Estate Planning, however, is the only way to avoid probate. We help you understand the best plan for you.

What type of plan do I need?

Many people are confused if they need a Will, Trust or some other type of legal documents. This answer depends on many different factors.  We can help you navigate these issues and help you decide on what is right for your family and circumstance. All of our plan packages include comprehensive documents including your Will or Trust, Powers of Attorney, Advance Directives, HIPAA Releases, and much more.

How do I protect my minor children?

If you are a parent of a minor (under age 18) child (children), including those with special needs, who depend on you, your Estate Plan must always begin with your children being taken care of by the people you choose, in the way you want, no matter what occurs.

One of our areas of greatest expertise is planning for the well-being and care for the children you love. Many people believe having a will is adequate protection for children, however, a will alone does not ensure your children will have temporary guardians if something happens to you. You need to have a comprehensive plan to make sure your children are protected.

Can I DIY my estate plan?

Unfortunately, most plans DIY plans do not work because much of what passes for Estate Planning, is more than word processing. Generally, what happens is after being asked several questions, a drafter then decides which plan is right for you and plops you into a template. This is not Estate Planning; it is more than a “search and replace” of your family’s name and hitting the “print” button, spitting out forms and documents.

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