Practice Areas
Estate Planning Services in Massachusetts
Four documents, one plan. We build it around what you own, who depends on you, and what you want to happen — not around a package someone sold you.
Why It Matters
Planning is what turns your intentions into instructions
Almost everyone has a rough plan in their head. They know who should get the house, who would raise the children, who they would trust to handle the money if something happened. What most people do not have is any of that written down in a form the Commonwealth of Massachusetts will actually follow.
When it is not written down, the state's default rules take over. The Massachusetts Uniform Probate Code decides who inherits. The Probate and Family Court decides who administers the estate and who becomes guardian of your children. If you are incapacitated rather than deceased, your family petitions for a conservatorship — a public, months-long proceeding — just to pay your mortgage.
None of that is a catastrophe, and none of it is what you would have chosen. Estate planning is simply the work of replacing default rules with your own instructions, and it is straightforward when someone walks you through it. Most families are done in two appointments.
Our Services
What we prepare for Massachusetts families
Each document does one job. Together they cover what happens if you die, and what happens if you are alive but cannot act for yourself.
How We Work
The same four steps, whatever you need
- 01
Free Consultation
We talk through your family, your assets, and what you actually want to happen. No charge, no obligation, and no pressure to sign anything that day.
- 02
Personalized Plan
John recommends the specific documents your situation calls for — and tells you plainly which ones you don't need. You get the scope and the fee in writing before work begins.
- 03
Document Preparation
Your drafts are prepared and then reviewed with you line by line, in plain English, until every provision reads the way you intend it to.
- 04
Signing Day
Documents are executed with the witnesses and notarization Massachusetts law requires, and you leave with originals, copies, and instructions on what to do next.
Still deciding? Read the questions we hear most or ask us directly.
Not Sure Where to Start?
Start with a will and a health care proxy. We will tell you within one conversation whether you need anything more.
Ready to Protect Your Family's Future?
Tell us about your family and we will tell you exactly what your plan should include — no charge for the first conversation, and no obligation afterward.