We'll talk on the phone
You'll telephone and speak with an experienced, friendly staff member. So we can learn what you're looking for. (We may not be the right office for you but hope we are.)
Appointment within a week or so
You and I will meet within a short time and talk about your situation and what a better estate plan may do for you and your family. You'll meet with me - not delegated to a junior, less experienced attorney (unlike many firms).
For clients in the Metro-West area, Boston, and towns such as Lincoln, Acton, Concord, Bedford, Cambridge, Arlington, Burlington, Weston and Newton, they may come see me give an annual update Client Appreciation Talk at a local site. The typical talk is a refreshing of how their estate planning documents work, how retirement planning fits together with estate planning, and long term care/government benefits. It's free and in Plain English (I hope!).
I’ve had clients for revocable living trusts and wills from just about every town in Eastern Massachusetts.
I've created many estate plans, living trusts, and wills for many people in Eastern Massachusetts. Estate planning is important for everyone, not just the wealthy.