154 Thompson Road, Webster, MA · Massachusetts & Connecticut(508) 943-7800
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Trusts, Wills & Probate

Protect your family, your home and everything you've built.

A thoughtful estate plan decides how your assets pass, who makes decisions if you can't, and how much reaches the people you love, all while complying with federal and Massachusetts tax law.

Documents we prepare

Last Will and TestamentRevocable TrustsIrrevocable TrustsSpecial Needs TrustsFamily Rollover TrustsTax Planning TrustsRealty TrustsDurable Power of AttorneyHealth Care Proxy & HIPAA

Wills

Direct your assets to the people, charities or trusts you choose, and name a personal representative to carry out your wishes. Assets passing by will generally go through probate in your county of residence.

Trusts

A trustee manages the assets you place in trust for your beneficiaries. The right structure depends on your finances, and trust assets can pass without probate.

Health Care Proxies

Your chosen agent can access your medical records and make decisions if you become incapacitated, so care is never delayed.

Guidance through probate

When a loved one passes, we help personal representatives and heirs through informal and formal probate in the Massachusetts Probate and Family Court, so you can focus on your family.

Getting started

Call to meet with an attorney. We'll review your family, your assets and your goals, then prepare a complete plan built around them.

From the Blog

Estate planning in Massachusetts: FAQAll articles →
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