Wills & Estate Planning

Estate planning is less about death than about decisions—who makes them, when, and on whose terms.

It's the document that speaks when you can't. The account no one else knew existed. The plan you made at thirty-five that no longer matches the life you have at fifty-five.

Whether you're putting a first plan in place, protecting what you've built from long-term care costs, or settling the estate of someone you've lost, the questions in front of you are practical ones:

  • A young family naming guardians for their children for the first time

  • A homeowner who wants to spare their family the delay, cost, and public record of probate

  • A couple whose home and retirement accounts have quietly pushed them past the Massachusetts estate tax threshold

  • Someone planning ahead for nursing home costs without handing over everything they've saved

  • A business owner whose company is the largest thing they own, with no succession plan behind it

  • A blended family balancing a current spouse and children from a prior marriage

  • An adult child stepping in as personal representative, or under a power of attorney, unsure what comes next

  • Wills and trusts.

    Wills and trusts.

    Wills, revocable and irrevocable trusts, and beneficiary designations that actually match how you want assets to pass.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and half circle lines.

    Incapacity planning.

    Powers of attorney, health care proxies, and directives that name your decision-makers before anyone needs them.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and circle lines.

    Probate and administration.

    Guiding executors and trustees through court filings, creditor claims, and distribution.

  • Geometric drawing of an outline square with sections divided by vertical, horizontal, and diagonal lines.

    Review and updates.

    Revisiting a plan after a marriage, a divorce, a birth, a move, or a significant change in what you own.

An estate plan is not a binder you file away.

It's a set of instructions that has to be findable, current, and understood by the people who'll be asked to follow them—often at the worst moment of their year. We draft with that moment in mind, in language your family can read without a lawyer beside them.

With experience advising clients throughout Massachusetts, Connecticut, and Colorado, we account for the differences in how each state handles probate, taxes, and property. Whether you're putting a first plan in place or updating one that's fallen out of date, we help you make these decisions once, clearly, and well.

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