Needham is in Norfolk County.

More Tax Planning Firms in Norfolk County

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.

Serves 4 countiesFree consultationEstate PlanningProbateProbate LitigationElder LawTax Planning+6

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

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

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 1 countyEstate PlanningTrust AdministrationProbateElder LawTax Planning+6

Serves Norfolk, Suffolk, Middlesex, Plymouth, Barnstable and Essex counties from Braintree. Advises personal representatives through probate and successor trustees through trust administration, and litigates will contests, undue influence claims and fiduciary disputes, including in the Probate Fiduciary Litigation Session. Anthony H. Gemma tried over 35 jury trials as a prosecutor.

Solo PracticeServes 6 countiesFree consultationEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

Serves Greater Boston, the South Shore and the Upper Cape from Braintree. Four attorneys guide executors through formal and informal probate, advise trustees and beneficiaries on trust administration and non-judicial settlement agreements, and file Massachusetts and federal estate tax returns, including lien releases for inherited real estate. Also handles MassHealth applications.

Serves the whole stateEstate PlanningTrust AdministrationProbateElder LawTax Planning+2

All 9 tax planning firms in Norfolk County →

Probate in Norfolk County

Probate Court Record

Norfolk County Probate and Family Court

Norfolk County

Hours

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

Office

35 Shawmut Road, Canton, MA 02021

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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All Massachusetts tools