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.
Waltham is in Middlesex County.
More Tax Planning Firms in Middlesex County
Serves Framingham and Middlesex County from Ashland. Assists executors and court-appointed personal representatives through probate, from filing the will with the probate court to administering the estate, alongside wills, trusts, guardianships, conservatorships and Medicaid planning. Attorney Joshua Cali works on flat fees, with free consultations, evening and weekend hours, and virtual meetings.
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 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.
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.
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.
Probate in Middlesex County
Probate Court Record
Middlesex County Probate and Family Court
Middlesex County
Phone
Hours
Monday-Friday 8:00 AM-4:30 PM
Office
10-U Commerce Way, Woburn, MA 01801
Website
E-filing
Filing in person
Walk-ins accepted
Self-represented filing
Allowed
Self-help forms
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 →
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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