Tax Planning Attorneys in Suffolk County, Massachusetts

11 tax planning firms have an office in Suffolk County, Massachusetts. Each listing carries the firm's practice areas, its Suffolk County office and its phone.

State

County

City

Practice Area

All Areas

Planning ahead

Estate Planning13 Tax Planning11 Special Needs Planning5 Asset Protection6 Medicaid Planning3

Settling an estate

Trust Administration11 Probate13 Probate Litigation8 Trust Litigation6

Capacity and care

Elder Law6 Conservatorship5 Guardianship8

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.

11 firms

Bowditch & Dewey, LLP

75 Federal Street, Suite 1000, Boston, MA 02110

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

1-617-757-6500

Casner & Edwards, LLP

303 Congress Street, Boston, MA 02210

Serves Suffolk County from Boston, representing individuals, families, family charitable trusts and professional fiduciaries. Handles estate and trust administration, gift and estate tax returns and fiduciary services, with attorneys serving as trustees or personal representatives; colleagues handle will contests and other probate controversies. Every matter is partner-led.

Serves 1 countyEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-617-426-5900

Fletcher Tilton PC

100 Franklin Street, Suite 404, Boston, MA 02110

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

1-617-336-2285

Flowers and Manning, LLP

15 Court Square, Suite 110, Boston, MA 02108

Serves Suffolk County and nearby Middlesex and Norfolk communities such as Cambridge, Newton and Brookline from an office on Court Square in Boston. A tax-focused firm whose estate planning and administration practice covers wills, revocable and irrevocable trusts, and plans built to reduce estate taxes and avoid probate. Formed in 2000 by Walter Flowers and Jennifer Manning.

Since 2000Serves 3 countiesEstate PlanningProbateTax Planning

1-617-589-0601

Long Hagan Huff-Harris

4238 Washington Street, Unit B, Boston, MA 02131

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 4 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+5

1-617-752-2654

The Marques Law Firm, PLLC

867 Boylston Street, 5th Floor, Suite 1881, Boston, MA 02116

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.

Solo PracticeServes 1 countyFree consultationVirtual consultationsEstate PlanningProbateTax PlanningAsset ProtectionBusiness LawBusiness Succession

1-617-735-7474

Mirick, O'Connell, DeMallie & Lougee, LLP

175 Federal Street, Suite 1220, Boston, MA 02110

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.

Since 1916Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+7

1-617-261-2417

Nutter McClennen & Fish LLP

155 Seaport Blvd., Boston, MA 02210

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.

Since 1879Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationTrust Litigation+4

1-617-439-2000

RackiLaw, LLC

55 Union Street, Suite 300, Boston, MA 02108

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.

Since 2009Serves 1 countyFree consultationEstate PlanningTrust AdministrationProbateTax Planning

1-617-285-6388

Squillace & Associates, P.C.

20 Park Plaza, Suite 1115, Boston, MA 02116

Serves Suffolk County from Park Plaza in Boston. Handles probate, estate administration and trust settlement, guardianship and conservatorship proceedings, and MassHealth applications and fair hearings; its attorneys also serve as independent trustees. Founded and led by Scott E. Squillace, with concentrations in LGBTQ and international estate planning.

Serves 1 countyEstate PlanningTrust AdministrationProbateElder LawTax Planning+5

1-617-716-0300

Wilchins Cosentino & Novins LLP

101 Federal Street, Suite 1900, Boston, MA 02110

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.

Serves 2 countiesEstate PlanningTrust AdministrationProbateProbate LitigationElder Law+4

1-781-235-5500

Probate in Suffolk County

Probate Court Record

Suffolk County Probate and Family Court

Suffolk County

Phone

1-617-788-8301

Hours

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

Office

24 New Chardon Street, Boston, MA 02114

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 Suffolk County →

Verified October 16, 2026 · Source

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

Tax Planning Firms Serving Suffolk County

Eckert Byrne LLC

10 Rogers Street, Suite 118, Cambridge, MA 02142

Serves Cambridge and Boston from Cambridge. Works with personal representatives and trustees on formal and informal probate, asset collection, creditor claims, fiduciary and estate tax returns, real estate sales and distributions, and in limited instances serves as a successor professional trustee. Founded in 2009 by Anna Eckert Byrne, author of The Inheritor's Guide.

Since 2009Serves 2 countiesEstate PlanningTrust AdministrationProbateTax PlanningAsset Protection

1-617-453-9001

Gemma Law Office, P.C.

35 Braintree Hill Office Park, Suite 103, Braintree, MA 02184

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

1-781-380-8183

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

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

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

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

All 22 Massachusetts tax planning firms serving Suffolk 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.

Get Started

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.

Get Started

Free

Pour-Over Will

In Massachusetts, a pour-over will is signed before 2 witnesses and moves anything left outside the trust into it through probate.

Get Started

All Massachusetts forms

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 tax above $2,000,000 (top rate 16%) and no inheritance tax; the federal estate tax applies above $15,000,000.

Calculate the Tax

What Taxes Apply to My Inheritance?

In Massachusetts, beneficiaries owe no inheritance tax and the estate pays any estate tax above $2,000,000; probate assets arrive when the estate closes, 6 months to 9 months for a simple estate.

Calculate the Tax

How Does Step-Up in Basis Work?

Inherited assets in Massachusetts take a basis reset to fair market value on the date of death, and the gain on a later sale faces ordinary income tax at the state's regular rates.

Calculate the Tax

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.

Check the Rules

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

All Massachusetts tools

Tax Planning Attorneys in Suffolk County, Massachusetts

Probate in Suffolk County

Suffolk County Probate and Family Court

Tax Planning Firms Serving Suffolk County

Forms for Planning and Settling an Estate in Massachusetts

Revocable Living Trust

Last Will and Testament

Pour-Over Will

Tools for Planning and Settling an Estate in Massachusetts

How Much Are Estate & Inheritance Taxes?

What Taxes Apply to My Inheritance?

How Does Step-Up in Basis Work?

When Do I Have to Withdraw an Inherited IRA?

What Does Estate Planning Actually Cost?

Your kids shouldn't have to do this.

Tax Planning Attorneys in Suffolk County, Massachusetts