Estate Planning and Probate Services

We serve clients with a broad range of estate planning needs, from basic wills to complex wealth transfer strategies for high net worth individuals.

Our Estate Planning services include:

  • Health care proxies and durable powers of attorney
  • Wills
  • Revocable Trusts
  • Irrevocable Trusts
  • Supplemental Needs Trusts
  • Elder law issues and Medicaid/Mass Health planning
  • Estate, gift and income tax planning
  • Charitable giving
  • Business succession planning
  • Asset protection
  • Prenuptial agreements

Our Trust and Estate Administration Services include:

  • Probate of wills
  • Funding and administration of trusts
  • Estate and gift tax returns
  • Serving as personal representative and trustee
  • Counseling fiduciaries
  • Resolution of estate disputes
  • Probate Court practice

Estate Planning/Trust and Estate Administration Group