Serves eastern Massachusetts from a main office in Milton with satellite offices in Brockton, Mashpee and Marshfield. Guides personal representatives and beneficiaries through probate and estate administration, handles will contests and disputes over executors and trustees, and takes guardianship and conservatorship cases. Consultations can be held at the office or at the client's home.
Braintree is in Norfolk County.
More Tax Planning Firms in Norfolk County
Serves Norwood and nearby Norfolk County towns including Westwood, Dedham, Walpole and Canton from Norwood. Guides personal representatives and trustees through probate and trust administration, from the inventory and accounts to paying debts and distribution, and handles guardianships, conservatorships, MassHealth qualification and estate tax returns. Makes home visits for housebound clients.
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 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.
Serves Norfolk and Suffolk counties from offices in Needham and Boston. Its private client group handles estate and trust administration and fiduciary services, and its litigators handle probate litigation, alongside trust and estate planning, tax planning and elder law. Partner Brian D. Bixby has written the MCLE Probate Manual chapter on will contests for more than 40 years.
Probate in Norfolk County
Probate Court Record
Norfolk County Probate and Family Court
Norfolk County
Phone
Hours
Monday-Friday 8:30 AM-4:30 PM
Office
35 Shawmut Road, Canton, MA 02021
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
How to file probate in Norfolk County →
Verified October 16, 2026 · Source
Do I need a lawyer for probate in Norfolk County? →Settling an estate in Norfolk County →
Forms for Planning and Settling an Estate in Massachusetts
Free Massachusetts forms to plan or settle an estate: a will, trust, powers of attorney, TOD deed and the probate forms. 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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Last Will and Testament
In Massachusetts, a will is signed before 2M.G.L. c. 190B § 2-502Verified Oct 18, 2026View source witnesses, and a self-proving affidavit signed with it lets the court admit it without witness testimonyM.G.L. c. 190B § 2-502Verified Oct 18, 2026View source.
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Pour-Over Will
In Massachusetts, a pour-over will is signed before 2M.G.L. c. 190B § 2-502Verified Oct 18, 2026View source witnesses and moves anything left outside the trust into it through probate.
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Tools for Planning and Settling an Estate in Massachusetts
Free calculators and checklists to plan or settle an estate in Massachusetts: will and trust costs, probate, executor pay and taxes. Run each tool.
How Much Are Estate & Inheritance Taxes?
Massachusetts levies an estate taxM.G.L. c. 65C § 2A; St. 2023, c. 50; St. 2024, c. 206, § 13; St. 2025, c. 9, § 35Verified Sep 15, 2026View source above $2,000,000M.G.L. c. 65C § 2A; St. 2023, c. 50; St. 2024, c. 206, § 13; St. 2025, c. 9, § 35Verified Sep 15, 2026View source (top rate 16%M.G.L. c. 65C § 2A; St. 2023, c. 50; St. 2024, c. 206, § 13; St. 2025, c. 9, § 35Verified Sep 15, 2026View source) and no inheritance tax; the federal estate tax applies above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.
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What Taxes Apply to My Inheritance?
In Massachusetts, beneficiaries owe no inheritance tax and the estate pays any estate taxM.G.L. c. 65C § 2A; St. 2023, c. 50; St. 2024, c. 206, § 13; St. 2025, c. 9, § 35Verified Sep 15, 2026View source above $2,000,000M.G.L. c. 65C § 2A; St. 2023, c. 50; St. 2024, c. 206, § 13; St. 2025, c. 9, § 35Verified Sep 15, 2026View source; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.
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How Does Step-Up in Basis Work?
Inherited assets in Massachusetts take a basis reset to fair market value on the date of death26 USC § 1014Verified Sep 15, 2026View source, and the gain on a later sale faces ordinary income tax at the state's regular ratesM.G.L. c. 62 § 2(b)(3) (Part C gross income = gain from capital assets held > 1 year); § 4(c) (Part C taxed at the Part B rate; 3% on qualifying MA small-business stock held ≥ 3 years); § 4(a)(1) (Part A: 12% on capital gains, 8.5% on assets held ≤ 1 year); § 4(b) (Part B rate, floor 5%); § 4(d) (4% surtax above the indexed $1M threshold)Verified Sep 15, 2026View source.
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When Do I Have to Withdraw an Inherited IRA?
See which federal withdrawal rules apply to an inherited IRA, Roth IRA, or employer plan, the deadline year, and the missed-withdrawal tax.
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What Does Estate Planning Actually Cost?
An attorney-prepared revocable trust in Massachusetts runs $3,920Estimate: 10 hours at $392, Clio's Massachusetts Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $5,880Estimate: 15 hours at $392, Clio's Massachusetts Trusts rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source and a simple will $1,161Estimate: 3 hours at $387, Clio's Massachusetts Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source to $2,322Estimate: 6 hours at $387, Clio's Massachusetts Wills and Estates rate; Compare Lawyer Rates, 2025 dataVerified Oct 15, 2026View source, against $0 to $549 up front plus a subscription with an online service.
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