Special Needs Planning Attorneys in Middlesex County, Massachusetts

12 special needs planning firms have an office in Middlesex County, Massachusetts. Each listing carries the firm's practice areas, its Middlesex County office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning22 Tax Planning10 Special Needs Planning12 Asset Protection14 Medicaid Planning14

Settling an estate

Trust Administration15 Probate20 Probate Litigation7 Trust Litigation4

Capacity and care

Elder Law16 Conservatorship11 Guardianship13

Firm Type

Firm listings are for informational purposes only. SimplyTrust does not endorse or recommend any specific firm or attorney. Contact firms directly to discuss your situation and verify their current practice areas and availability.

12 firms

Beliveau Law Group, LLC

2 Winter Street, Suite 102, Waltham, MA 02451

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

1-781-890-8600

Baker Law Group P.C.

841 Washington Street, Holliston, MA 01746

Serves the South Shore, MetroWest and southeastern Massachusetts from offices in Hingham, Holliston, Brockton and Plymouth. Counsels executors, administrators, trustees and heirs through testate and intestate probate, trust administration, ancillary probate and wrongful death estates, prepares federal and Massachusetts estate tax returns, and represents parties in contested wills.

Solo PracticeServes 2 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+7

1-781-996-5656

Curley Law Firm LLP

1 Common Street, Wakefield, MA 01880

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

1-866-406-8582

Cushing & Dolan, P.C.

400 Fifth Avenue, Suite 400, Waltham, MA 02451

Serves Massachusetts clients from Waltham and offices in Braintree, Hyannis, Westborough, Woburn and Longmeadow. Represents executors, trustees, conservators and beneficiaries in probate and estate administration, trust administration, estate tax returns, will contests and breach of fiduciary duty claims. Leo J. Cushing, Esq., CPA, founded the firm in Boston in 1984.

Since 1984Serves the whole stateFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+10

1-888-759-5109

Fletcher Tilton PC

161 Worcester Road, Suite 401, Framingham, MA 01701

Serves Worcester, Middlesex, Suffolk, Barnstable and Bristol counties from offices in Worcester, Boston, Framingham, Centerville and New Bedford. Guides executors and trustees through probate, estate tax, post-mortem planning, sale of estate property and trust administration, for estates from insolvent to over $40 million. Manages more than 250 trusts and administers more than 130 estates a year.

Since 1822Serves 5 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

1-508-532-3500

Law Office of Frank V. Grimaldi, PC

875 Massachusetts Avenue, Suite 31, Cambridge, MA 02139

Serves Middlesex, Suffolk, Essex and Norfolk counties from an office on Massachusetts Avenue in Cambridge. Attorney Frank V. Grimaldi probates estates, including complicated cases with lost heirs or lost property, and prosecutes and defends will contests, alongside guardianships, conservatorships and Medicaid planning. Offers a free consultation.

Solo PracticeServes 4 countiesFree consultationEstate PlanningProbateProbate LitigationElder LawConservatorship+4

1-617-876-1111

The Heritage Law Center, LLC

400 Trade Center Drive, Suite 7810, Woburn, MA 01801

Handles probate in Middlesex and Essex counties from Woburn, with estate planning and elder law for residents of eastern Massachusetts. Attorney Matthew G. Karr guides personal representatives through probate administration and handles trust administration and MassHealth applications for long-term care. Estate planning documents are billed at a flat fee and include a no-charge 3-year review.

Solo PracticeServes 7 countiesFree consultationVirtual consultationsEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

1-617-299-6976

Marsden Law P.C.

847 Washington Street, Holliston, MA 01746

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

1-508-858-5324

Monteforte Law, P.C.

300 Tradecenter Drive, Suite 6750, Woburn, MA 01801

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.

Serves 1 countyFree consultationEstate PlanningTrust AdministrationProbateElder LawTax Planning+6

1-978-657-7437

North Shore Elder Law & Estate Planning

610-A Main Street, Melrose, MA 02176

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.

Serves 1 countyEstate PlanningProbateProbate LitigationElder LawConservatorship+5

1-781-979-9050

The Parents Estate Planning Law Firm, PC

31 Nagog Park, Suite 301, Acton, MA 01720

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

1-978-263-6900

Vidoli Couture, LLP

265 Medford Street, Suite 301, Somerville, MA 02143

Serves clients in Somerville, Cambridge, Burlington and Andover from Somerville. Handles probate administration, trustee services once a trust takes effect, guardianship and conservatorship, and fiduciary litigation when a will or trust is contested, alongside special needs planning and MassHealth applications and appeals. The attorneys are Christina T. Vidoli and Michael R. Couture.

Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

1-617-874-1900

Probate in Middlesex County

Probate Court Record

Middlesex County Probate and Family Court

Middlesex County

Phone

1-781-865-4000

middlesexprobate@jud.state.ma.us

Hours

Monday-Friday 8:00 AM-4:30 PM

Office

10-U Commerce Way, Woburn, MA 01801

Website

Court website →

E-filing

Optional

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

Court forms packet

Open in Google Maps

How to file probate in Middlesex County →

Verified October 16, 2026 · Source

Do I need a lawyer for probate in Middlesex County? →Settling an estate in Middlesex County →

Special Needs Planning Firms Serving Middlesex County

Fields and Dennis LLP

80 William Street, Suite 210, Wellesley, MA 02481

Serves Norfolk and Middlesex county communities such as Wellesley, Newton, Needham and Westwood from Wellesley. Administers and settles testate and intestate estates, litigates will contests and handles the removal of fiduciaries, plus guardianships and Medicaid qualification for nursing-home residents. Founding partner Sheryl Dennis pairs estate work with family law and special needs planning.

Since 2004Serves 3 countiesVirtual consultationsEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+6

1-781-489-6776

Jordan & White, LLC

491 Maple Street, Unit 106, Danvers, MA 01923

Serves Essex, Middlesex and Suffolk counties from Danvers. Attorney Jonathan M. White helps executors with probate filings, estate inventories, creditor notices, tax returns and will disputes, and guides trustees from acceptance through final accounting and distribution. Estate administration is billed at a flat fee, with deferred payment available when the estate includes real estate.

Solo PracticeSince 2011Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationGuardianship+2

1-978-744-2811

Vickstrom Law, PC

255 Park Avenue, Suite 507, Worcester, MA 01609

Serves Worcester and Middlesex counties from Worcester, including Fitchburg, Leominster, Marlborough, Hudson, Shrewsbury and Westborough. Attorney Kristina R. Vickstrom handles probate and estate administration, guardianship and conservatorship, and MassHealth applications and appeals, alongside estate planning and special needs planning.

Solo PracticeServes 2 countiesEstate PlanningProbateElder LawConservatorshipGuardianship+2

1-508-757-3800

Bowditch & Dewey, LLP

446 Main Street, Suite 1101, Worcester, MA 01608

Serves Worcester, Suffolk and Plymouth counties from offices in Worcester, Boston, Plymouth and Southborough. Administers estates and trusts, from Probate Court filings, inventories and annual accounts to estate tax returns and audits, and litigates contested wills, trust disputes and breach of fiduciary duty claims. Established in 1914.

Since 1914Serves 3 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+6

1-508-791-3511

Bulkley, Richardson and Gelinas, LLP

1500 Main Street, Suite 2700, Springfield, MA 01115

Serves Hampden, Hampshire and Berkshire counties from Springfield, Hadley, Pittsfield and Great Barrington, with an office in Boston. Its Trusts and Estates attorneys handle probate and estate administration, trust administration and trustee support services, and trust and estate litigation. Merged with the Berkshire firm Cain Hibbard & Myers on December 1, 2025.

Serves 4 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+3

1-413-272-6200

Estate Preservation Law Offices

71 Elm Street, Suite 100, Worcester, MA 01609

Serves Worcester, Norfolk and Barnstable counties from Worcester, Leominster, Braintree and Hyannis. Counsels executors, administrators and trustees from probate of the will through inventories, fiduciary accounts, estate tax returns and distributions, and handles contested guardianship and conservatorship proceedings. The firm also serves as executor or trustee when clients ask.

Serves 3 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawTax Planning+5

1-508-751-5010

All 23 Massachusetts special needs planning firms serving Middlesex County →

Forms for Planning Your Estate in Massachusetts

Free forms for planning your estate in Massachusetts: will, living trust, pour-over will, powers of attorney and TOD deed. Prepare each form for Massachusetts.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

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Financial Power of Attorney

Massachusetts requires explicit durability language for a power of attorney to survive incapacity, and it is signed with no witness or notary requirement.

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Free

Last Will and Testament

In Massachusetts, a will is signed before 2 witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimony.

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All Massachusetts forms

Tools for Planning Your Estate in Massachusetts

Free tools for planning your estate in Massachusetts: will and trust costs, trust or TOD deed, and the signing rules. Run each tool for Massachusetts.

How Much Does a Revocable Living Trust Cost?

An attorney-prepared revocable living trust in Massachusetts runs $3,920 to $5,880 for an individual, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

How Much Life Insurance Do I Need?

In Massachusetts, four years at a public university cost about $117,036 and the cost of living is 6% above the U.S. average; the state levies an estate tax above $2,000,000.

Calculate the Amount

What Does Estate Planning Actually Cost?

An attorney-prepared revocable trust in Massachusetts runs $3,920 to $5,880 and a simple will $1,161 to $2,322, against $0 to $549 up front plus a subscription with an online service.

Calculate Costs

Are My Beneficiary Designations Protected?

Massachusetts automatically revokes an ex-spouse as beneficiary at divorce; employer plans under ERISA follow federal rules either way, so a 401(k) beneficiary changes only by a new designation.

Get the Answer

All Massachusetts tools

Special Needs Planning Attorneys in Middlesex County, Massachusetts

Probate in Middlesex County

Middlesex County Probate and Family Court

Special Needs Planning Firms Serving Middlesex County

Forms for Planning Your Estate in Massachusetts

Revocable Living Trust

Financial Power of Attorney

Last Will and Testament

Tools for Planning Your Estate in Massachusetts

How Much Does a Revocable Living Trust Cost?

How Much Life Insurance Do I Need?

What Does Estate Planning Actually Cost?

Are My Beneficiary Designations Protected?

Your kids shouldn't have to do this.

Special Needs Planning Attorneys in Middlesex County, Massachusetts