Serves the South Shore, Cape Cod and Greater Boston from Hanover, with video and phone meetings available. Guides surviving family members through probate and trust and estate administration, alongside wills, trusts and estate planning. Founding attorney Danielle G. Van Ess started the firm in Hingham in 2008.
Probate in Suffolk County
Probate Court Record
Suffolk County Probate and Family Court
Suffolk County
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Verified October 16, 2026 · Source
Do I need a lawyer for probate in Suffolk County? →Settling an estate in Suffolk County →
Trust Administration Firms Serving Suffolk County
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 Norfolk and Middlesex county communities such as Wellesley, Newton, Needham and Westwood from Wellesley. Administers and settles testate and intestate estates, litigates will contests and handles the removal of fiduciaries, plus guardianships and Medicaid qualification for nursing-home residents. Founding partner Sheryl Dennis pairs estate work with family law and special needs planning.
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.
Serves Essex, Middlesex and Suffolk counties from Danvers. Attorney Jonathan M. White helps executors with probate filings, estate inventories, creditor notices, tax returns and will disputes, and guides trustees from acceptance through final accounting and distribution. Estate administration is billed at a flat fee, with deferred payment available when the estate includes real estate.
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.
All 30 Massachusetts trust administration 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.
Revocable Living Trust
Create a revocable living trust to avoid probate, protect privacy, and control asset distribution.
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.
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.
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.
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.
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.
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.
