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 →

Trust Administration Firms Serving Plymouth County

Serves Barnstable, Dukes, Nantucket and Plymouth counties from Centerville. Handles probate of wills and estates, from the petition to appoint an executor or administrator through inventory, creditor payment and final distribution, and helps successor trustees administer living trusts; it does not accept will contests. Initial consultations are complimentary.

Solo PracticeServes 4 countiesFree consultationEstate PlanningTrust AdministrationProbateElder LawAsset ProtectionMedicaid Planning

Serves Bristol and Plymouth counties from Somerset, including Fall River, New Bedford, Taunton, Brockton and Attleboro. Guides personal representatives and administrators through probate and estate administration, from proving the will to distributing the assets, and drafts and administers trusts.

Serves 2 countiesEstate PlanningTrust AdministrationProbateSpecial Needs PlanningAsset Protection+2

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

All 30 Massachusetts trust administration 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.

$12/month

Revocable Living Trust

Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.

Get Started
Free

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.

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 Do I Settle a Trust?

Settling a trust in Massachusetts happens outside court: the trustee acts under the state's Uniform Trust CodeM.G.L. c. 203E § 101 et seq.Verified Oct 17, 2026View source, notifies the beneficiaries within 30 daysMGL c. 203E §§ 813, 1005Verified Sep 15, 2026View source, then pays the debts and distributes under the trust's terms.

See the Steps

What's Fair Trustee Compensation?

In Massachusetts, trustee compensation follows "reasonable compensation" (UTC § 708 or equivalent)Mass. Gen. Laws ch. 203E, § 708Verified Sep 18, 2026View source unless the trust instrument sets a different amount.

Calculate the Fee

How Do I Settle an Estate?

Settling an estate in Massachusetts: the personal representative files the estate inventory within 90 daysMGL c. 190B §§ 3-706, 3-707, 3-708Verified Sep 15, 2026View source of appointment; creditors have 12 monthsMGL c. 190B §§ 3-306, 3-801, 3-803, 3-804, 3-805, 3-806Verified Oct 18, 2026View source to present claims; a simple estate closes in 6 months to 9 months.

See the Steps

Do I Have to File Tax Returns for Someone Who Died?

Massachusetts requires a final state income tax return for the decedent alongside the federal Form 1040M.G.L. c. 62, § 4(b), (d); Mass. Const. Amend. Art. XLIV, as amended by Amend. Art. CXXI (Fair Share Amendment)Verified Sep 20, 2026View source; a federal estate tax return (Form 706) is required only for estates above $15,000,00026 USC 2001(c), 2010; P.L. 119-21 §70106Verified Sep 15, 2026View source.

Get the Answer

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.

Calculate the Tax

All Massachusetts tools