Solo PracticeNeedham, MA
Since 1991 · Serves 2 counties
Serves Greater Boston and Cape Cod from offices in Needham and Mashpee. Handles probate and estate administration for personal representatives, from the petition through creditor claims and distribution, advises trustees and beneficiaries on trust administration, and takes on will challenges. Susana Lannik, a Certified Elder Law Attorney, also handles MassHealth and long-term care planning.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 163 Highland AvenueNeedham, MA 02494
FirmWorcester, MA
Since 1997 · Serves the whole state
Serves clients across Massachusetts from Worcester, meeting both virtually and in person. Handles probate and estate administration for families after a death and guides successor trustees through trust administration. Attorney Polly Tatum and her associates also handle elder law, MassHealth and nursing-home planning, and the firm has practiced since 1997.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
- Office
- 19 Cedar StreetWorcester, MA 01609
Solo PracticeGreenfield, MA
Serves the whole state
Serves Franklin County and Western Massachusetts from a Greenfield office. Attorney Leah M. Phillips handles probate administration and prepares wills, trusts, powers of attorney and health care proxies. Her general practice also covers residential and commercial real estate closings and business law.
PracticesEstate PlanningProbateBusiness LawReal Estate
- Office
- 22 Mohawk TrailGreenfield, MA 01301
FirmEasthampton, MA
Since 1994 · Serves 3 counties
Serves Hampshire, Hampden and Worcester counties from offices in Easthampton, Amherst, Ludlow and Westborough, plus Bloomfield, Connecticut. Guides personal representatives through probate and helps successor trustees gather, value and distribute trust assets, whether or not the firm drafted the trust. Also handles Medicaid, estate-tax and supplemental needs planning.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 6 more
- Office
- 117 Pleasant StreetEasthampton, MA 01027
Solo PracticePittsfield, MA
Serves 1 county
Serves Berkshire County from an office in downtown Pittsfield. Attorney Lynn Morelli handles probate administration and guardianships, and prepares wills, trusts, special needs trusts, powers of attorney and health care proxies. Her practice also covers elder law, asset preservation and long-term care planning.
PracticesEstate PlanningProbateElder LawGuardianshipand 3 more
- Office
- 120 Elm StreetPittsfield, MA 01201
FirmQuincy, MA
Serves the whole state
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.
PracticesEstate PlanningProbateProbate LitigationElder Lawand 7 more
- Office
- 21 Franklin Street, Third FloorQuincy, MA 02169
FirmBoston, MA
Serves 4 counties
Serves Suffolk, Norfolk, Plymouth and Dukes counties from offices in Boston and Duxbury, with offices in Brookline, Hingham and Edgartown on Martha's Vineyard. Handles trust and estate administration and probate, fiduciary litigation for fiduciaries and beneficiaries, and contested guardianship and conservatorship actions. Partner Sean Hagan advises on estate and tax planning.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 6 more
- Office
- 4238 Washington Street, Unit BBoston, MA 02131
Solo PracticeBoston, MA
Serves 1 county
Serves Massachusetts clients from a Boston office on Boylston Street, with a second office in New York City. Founder Michael M. Marques manages probate administration for families settling an estate and prepares wills, trusts and business succession plans. He also represents clients in tax audits and is admitted in the U.S. Tax Court.
PracticesEstate PlanningProbateTax PlanningAsset Protectionand 2 more
- Office
- 867 Boylston Street, 5th Floor, Suite 1881Boston, MA 02116
FirmHolliston, MA
Serves the whole state
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.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 4 more
- Office
- 847 Washington StreetHolliston, MA 01746
FirmWorcester, MA
Since 1916 · Serves 2 counties
Serves Worcester and Suffolk counties from offices in Worcester, Westborough, and Boston. Settles estates through the probate court, prepares estate and fiduciary income tax returns, and serves as trustee; its litigators handle will contests and breach of fiduciary duty claims. Established in 1916.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 8 more
- Office
- 100 Front StreetWorcester, MA 01608
FirmWoburn, MA
Serves 1 county
Serves Middlesex County families from Woburn, including Winchester, Wakefield, Lexington, and Arlington. Represents executors through probate and estate administration and guides successor trustees through trust administration, along with guardianship, conservatorship, and MassHealth applications. Founding attorney Michael Monteforte, Jr. has practiced for almost 25 years.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 7 more
- Office
- 300 Tradecenter Drive, Suite 6750Woburn, MA 01801
Solo PracticeHolyoke, MA
Serves 1 county
Serves the Greater Springfield area from Holyoke. Handles probate and estate administration for personal representatives, executors, and beneficiaries, including estates with no will, along with estate planning and business succession planning. Attorney Nicholas Ratush is also admitted in New York and Connecticut.
PracticesEstate PlanningProbateTax PlanningBankruptcyBusiness Succession
- Office
- 98 Lower Westfield Road, Suite 101Holyoke, MA 01040
FirmWakefield, MA
Since 1945 · Serves 2 counties
Serves Middlesex and Essex counties from offices in Wakefield and Newburyport. Represents personal representatives and trustees through estate and trust administration, from appointment petitions to inventories, accounts, and estate tax returns, and litigates will contests and trust disputes. Founded in 1945; its elder law attorneys also complete MassHealth applications.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 599 North Avenue, Door 10Wakefield, MA 01880
FirmMelrose, MA
Serves 1 county
Serves Middlesex County and North Shore families from Melrose. Administers estates after a death, gathering assets, paying debts and taxes, and distributing to heirs, and litigates contested wills, trusts, guardianships, and conservatorships. Founder Michael A. Stankavish is a former co-chair of the Boston Bar Association's Elder Law and Disability Committee.
PracticesEstate PlanningProbateProbate LitigationElder Lawand 6 more
- Office
- 610-A Main StreetMelrose, MA 02176
FirmBoston, MA
Since 1879 · Serves 2 counties
Serves Suffolk and Barnstable counties from offices in Boston and Hyannis. Handles estate and trust administration and Probate Court proceedings, serves as personal representative, trustee, conservator, and guardian, and litigates will contests and trust disputes. Its trust department administers more than 2,100 trusts; co-founded in 1879 by Louis D. Brandeis.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 155 Seaport Blvd.Boston, MA 02210
FirmNatick, MA
Since 2010 · Serves the whole state
Serves clients throughout Massachusetts from offices in Natick and Northampton, with meetings held online. Guides personal representatives through probate, from valuing estate property to estate tax returns and distribution, and administers trusts through court and tax filings and beneficiary accountings. Founded in 2010 by Tiffany A. O'Connell, a Certified Elder Law Attorney.
PracticesEstate PlanningTrust AdministrationProbateElder Lawand 2 more
- Office
- 3 Eliot StreetNatick, MA 01760
FirmTaunton, MA
Since 1987 · Serves the whole state
Serves Bristol and Plymouth counties from Taunton, with offices in Fall River, Dartmouth and Plymouth and two in Rhode Island. Handles probate and estate administration, intestate estates, real estate in probate, will contests, and trust administration and trust disputes such as breach of fiduciary duty and trustee removal. Spanish and Portuguese services are available.
PracticesEstate PlanningTrust AdministrationProbateProbate Litigationand 5 more
- Office
- 4 Court StreetTaunton, MA 02780
Solo PracticeNorthampton, MA
Serves 2 counties
Serves Hampshire and Hampden counties, with offices listed in Northampton, Easthampton and Westfield and meetings by Zoom. Guides executors, heirs and trustees through Massachusetts probate: court petitions, the estate tax ID number, notice to heirs and creditors, debts and taxes, distribution and closing the estate. Also handles guardianships and special needs trusts.
PracticesEstate PlanningProbateGuardianshipSpecial Needs Planning
- Office
- 44 State StreetNorthampton, MA 01060
FirmSalem, MA
Serves 1 county
Serves Essex County from offices in Salem and Gloucester. Helps personal representatives through probate and estate administration (inventory, paying creditors, tax filings and disputes) and represents challengers, executors and trustees in will and trust contests. Founded by A. John Porcello, the firm is run by his children, attorneys Jean G. Porcello-Giusto and Anthony S. Porcello.
PracticesEstate PlanningProbateProbate LitigationTrust Litigationand 4 more
- Office
- 271 Lafayette StreetSalem, MA 01970
FirmBoston, MA
Since 2009 · Serves 1 county
Serves Massachusetts families from an office in downtown Boston. Settles estates through probate (petitions, appointing the personal representative, heirs, creditor claims, asset transfers), and firm attorneys serve as successor or replacement trustees. Greg Racki founded the firm in 2009 after WilmerHale's Private Client Department.
PracticesEstate PlanningTrust AdministrationProbateTax Planning
- Office
- 55 Union Street, Suite 300Boston, MA 02108