Boston Estate Planning

Estate Planning in Boston falls under the jurisdiction of Suffolk Probate and Family Court. This court serves Boston, Brighton, Charlestown, Chelsea, Dorchester, East Boston, Hyde Park, Jamaica Plain, Revere, Roslindale, South Boston, and Winthrop in Suffolk County on Wills, Trusts, and Probate matters including Boston, MA. 

When you leave this earth you probably want to control how your assets are given to the people or organizations you care most about. To ensure your wishes are carried out, you need to provide proper instructions stating who and what you want them to receive. You can even decide when they are to receive it which is important in certain situation you might face. 

Our estate plans help our Boston clients pay the least amount in taxes, legal fees, and court costs to ensure most, if not all, of your assets get passed. Working with an estate planning lawyer now will help you do just that.  

Good estate planning should:

• Control how your assets are given to the people or organizations you care most about.
• Pay the least amount in taxes, legal fees, and court costs when settling your estate.
• Include instructions for passing your values (religion, education, hard work, etc.) in addition to your valuables.
• Include instructions for your care if you become disabled before you die.
• Name a guardian and an inheritance manager for minor children.
• Provide for family members with special needs without disrupting government benefits.
• Provide for loved ones who may be irresponsible with money or who may need future protection from creditors or divorce.
• How certain life insurance is to be used to provide for your family at your death, disability income insurance to replace your income if you cannot work due to illness or injury, and long-term care insurance to help pay for your care in case of an extended illness or injury.
• Provide for the transfer of your business at your retirement, disability, or death.

Estate Planning Services

Protect what you've earned. Preserving your family’s wealth through Wills, Trusts and Estate Plans is the best way to protect the wealth you have earned while providing for your family after you have gone.  Estate planning helps preserve your wealth and protect your assets so they can be given to the people or organizations you care most about, all while minimizing taxes, legal fees, and court costs associated with probate. 

MA Wills and Trusts in Plain English specializes in wealth preservation.  Estate Planning law is the only law we practice, we are specialists in the subject.

Our Estate planning services include:

• Estate planning
  • Wills
  • Trusts
  • Health Care Proxy
  • Powers of Attorney
  • What is Probate and How to Avoid it
• Will & Trust Reviews and Changes 
• Estate Administration & Probate 

MA Wills and Trusts in Plain English knows every family’s circumstances and assets are unique. Our estate planning lawyers provide customized estate planning services based on your needs and goals.

Contact Us

MA Wills and Trusts can help set up the Will or Trust most appropriate to your objectives, including tax minimization, probate avoidance, creditor protection, and business succession. We offer comprehensive estate planning to clients in Eastern Massachusetts including Boston, MA.

Get started today by calling 781·863·8606 or emailing joel@jbernsteinlaw.com.

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Boston Estate Planning Resources

Boston City Hall
1 City Hall Square #500, Boston, MA 02201
Phone: (617) 635-4500
Website: www.boston.gov/departments/mayors-office/contact-boston-city-hall

Suffolk Probate and Family Court    
24 New Chardon St., Boston , MA 02114   
Website: www.mass.gov/locations/suffolk-probate-and-family-court
Phone: (617) 788-8301    

Monday - Friday: 8:00 am-4:30 pm (check court website to confirm hours)

​Probate Court Links:
Get a Copy of a Will 
File an Informal Probate 
Massachusetts Law about Wills and Estates              
Probate and Family Court Forms for Wills, Estates, and Trusts