We bring over a decade of dedicated estate planning experience and have worked with over 400 families in Massachusetts, with assets ranging from $10,000 to $8,000,000,000. Expertise matters.
Estate planning can sometimes be complex. We've created a straightforward process for clients with even the most complicated personal and financial situations. We constantly strive to make the experience as painless as possible.
We offer a flat-fee only approach. Every client knows the total cost of services upfront. The combination of transparency, predictability, and value puts clients at ease.