Serves Massachusetts from Waltham, concentrating on Greater Boston, with offices in New Hampshire and Florida. Guides executors, administrators and trustees through probate court proceedings, trust administration and distribution, and estate and fiduciary tax returns, and handles guardianship and conservatorship petitions. Founder David M. Beliveau is also a Certified Public Accountant.

Serves the whole stateEstate PlanningTrust AdministrationProbateElder LawTax Planning+6

Serves Bristol, Norfolk, Plymouth and Barnstable counties and families throughout Massachusetts from Fall River. Handles probate of wills, administration of estates, voluntary administration of small estates, guardianship and conservatorship petitions, and MassHealth long-term care planning with irrevocable trusts. Most planning is handled by phone and video, with in-person signings.

Since 2005Serves the whole stateFree consultationVirtual consultationsEstate PlanningProbateConservatorshipGuardianshipSpecial Needs Planning+2

Serves Essex, Middlesex and Suffolk counties from Wakefield, meeting clients in person or by telephone or Zoom. Handles probate and estate administration, trust administration, conservatorships and guardianships, and MassHealth applications and fair hearing appeals. Attorneys Patrick Curley and Lucy Budman are both Certified Elder Law Attorneys.

Serves the whole stateVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+6

Serves the South Shore and Greater Boston from Quincy. Represents personal representatives and beneficiaries in probate, from petitions, inventories and accountings to debts, taxes and distribution, and handles guardianship, conservatorship and fiduciary litigation. Partner Natalie Logan Berardi leads the estate administration and trust accounting work; meetings are available over Zoom.

Serves the whole stateFree consultationVirtual consultationsEstate PlanningProbateProbate LitigationElder LawTax Planning+6

Serves clients throughout Massachusetts from offices in Holliston and Hyannis. Guides executors through probate and estate administration and handles trust administration, guardianship, and MassHealth applications. Founding attorney Jay Marsden spent more than 16 years as an investment advisor at Fidelity Investments; initial consultations are free.

Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateElder LawGuardianship+3

Serves clients across Massachusetts from an office in Acton. Guides trustees through trust administration after a death, including beneficiary communication, tax returns, paying debts and distributing assets under the trust terms. Founded in 1998 by David Feakes, the firm plans for parents, from guardianship for minor children to special needs and estate tax planning.

Since 1998Serves the whole stateEstate PlanningTrust AdministrationTax PlanningGuardianshipSpecial Needs PlanningAsset Protection