Probate in Plymouth County

Probate Court Record

Plymouth County Probate and Family Court

Plymouth County

Hours

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

Office

52 Obery Street, Plymouth, MA 02360

E-filing

Filing in person

Walk-ins accepted

Self-represented filing

Allowed

Self-help forms

How to file probate in Plymouth County →

Verified October 16, 2026 · Source

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

Tax Planning Firms Serving Plymouth County

Serves Bristol, Plymouth and Barnstable counties and Rhode Island from New Bedford. Probates estates, establishes guardianships and conservatorships, and petitions for the approval of minor's, special needs and settlement trusts; Attorney Heather M. Bonnet-Hebert also provides professional trustee services. Formed in 1994 as Robert B. Feingold & Associates, P.C.

Since 1994Serves 3 countiesEstate PlanningTrust AdministrationProbateElder LawTax Planning+5

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 Barnstable, Plymouth, Bristol, Norfolk and Dukes counties from Hyannis. Advises personal representatives and trustees through estate administration, trust administration, probate and settlement of estates, and prepares estate, gift and fiduciary income tax returns. Founded in 1976 by F. Keats Boyd, Jr.; the initial strategy session is free.

Since 1976Serves 5 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawTax Planning+3

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

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 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

All 19 Massachusetts tax planning firms serving Plymouth 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.

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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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