Frequently Asked Questions
How long will this process take?
On average we spend 4 to 12 weeks with each client to complete the entire planning process including a full life audit, drafting and reviewing documents, executing the documents, creating a legacy recording, and funding the trust. The average amount of time required of a client during those weeks is approximately five hours: one hour to prepare their audit, two hours to meet with the attorney, thirty minutes to sign, and about one hour to complete final steps. We do the rest.
The probate court process takes significantly longer. There will be an initial period of creating an inventory and opening the estate, followed by a period of time for liquidating and distributing assets.
I want to help an aging loved one. How can I start the process?
You can schedule an appointment with us to discuss your loved one’s needs. You can also arrange a meeting to attend along with your loved one.
If your loved one is suddenly entering a nursing home or long-term care facility, then you should contact us for a comprehensive crisis financial and health advocacy review to ensure you know your loved one’s rights and how to best advocate for their needs.
We will need to talk directly to your relative and determine if they want to engage our services.
How much will it cost?
We offer three different package levels that suit most client needs:
The Foundation Plan
The Trust Plan
The Wealth Plan
Our services for planning are done on a flat-fee basis, so once you have chosen the services you need during our initial meeting then you will know exactly what your plan will cost.
There are three ways to pay: In three equal installments over three months, ten equal installments over ten months, and a lump sum at the outset of the representation. Yes, we accept all major credit cards, debit cards, and offer secure, online payments.
For probate court proceedings, a retainer is required and services are billed on an hourly basis.
What is included in a will package?
A basic will package includes a will, durable power of attorney, and health care proxy. If you have children in need of a guardian, then your plan will also include a protection plan for your children.
There are many types of trusts that can be created for many different reasons, so we would review those needs with you during your Strategic Planning Session.
What if I move out of Massachusetts?
Your documents are portable if you leave Massachusetts. A will goes through the probate court in the state where you are domiciled (primarily living) when you die. A trust is governed by the laws chosen when you create or revise the trust document.
We are part of a large network of lawyers. We stay in touch over time, so we can refer you for a plan review in your new state or country of residence after you move.
Can I e-sign my documents?
No. You still have to put your “wet ink” signatures on estate planning documents in Massachusetts; ideally, in the presence of two witnesses and a notary. The “wet ink” signature is required no matter who prepares the documents.
However, during the COVID-19 pandemic, we are conducting document signing meetings over videoconference thanks to an emergency order allowing an attorney to perform notarization over video. Physical documents are delivered to you ahead of time and the witnesses can also appear over video conference.