Find a estate planner in Boston, MA

Find estate planners in Boston, MA

Find estate planners in Boston, MA

Share a few details and we'll show you the best estate planners in your area.
Zip code

Find estate planners in Boston, MA

Share a few details and we'll show you the best estate planners in your area.
Zip code

Top 10 estate planners in Boston, MA

Clients agree: these Boston estate planners are highly rated for knowledge, experience, communication, and more.
Shawn F.S. McCormick, P. C.

Shawn F.S. McCormick, P. C.

5.0(1)
Offers online services
3 hires on Thervo
Serves Boston, MA
It is very personal. I take calls and emails from my clients sixty hours a week and weekends. I made a promise to myself almost twenty five years ago that I would return a client's message within twenty four hours. Assisting people with their legal needs at a fair price. Seeing the smile on a client's face after completion of a matter.
DeVito Law Offices

DeVito Law Offices

5.0(1)
Offers online services
2 hires on Thervo
18+ years in business
Serves Boston, MA
Diana G. says, "She is trustworthy, honest, reliable, professional and extremely thorough. See all her reviews on google at devitolawoffices.com" Read more
Kotoni Law Office

Kotoni Law Office

5.0(2)
Serves Boston, MA
Kristen C. says, "I could not have possibly thought my experience with Bankruptcy would have gone so well with Atty Katoni as my lawyer. Pleasant, professional and worked hard with and for me." Read more
Attorney George T. O'Brine

Attorney George T. O'Brine

New on Thervo
1 hire on Thervo
49+ years in business
Serves Boston, MA
Intelligent, hardworking, expierenced lawyer. Ihave represented clients in complex matters in Matromonial Affairs, Wills, Trusts, Proprietary Law and Distict Court Criminal Defense Solving problems
Gregory M. Sullivan, Esq.

Gregory M. Sullivan, Esq.

New on Thervo
Offers online services
27+ years in business
Serves Boston, MA
I have practiced in the area of Family Law in Eastern Mass. since 1987 and have provided detailed legal services in all types of matters both unconteted and contested including a few three-day trials. I am familiar with all the Probate and Family Law judges, clerks and probationary staff and I have had considerable success as well as the self-satisfaction of a service well done and complete. I enjoy performing well under pressure and delivering a just and fair result for my clients without placing a finnacial strain on the client and the family unit. I was a divorced dad myself and am keenly aware of the needs (emotional and financial) of the
Puritan Faust, P.C.

Puritan Faust, P.C.

New on Thervo
Offers online services
23+ years in business
Serves Boston, MA
Law | Business | Technology While we are a national and international firm for most business purposes, Puritan Faust, P.C. is only able to accept Bankruptcy clients in the Commonwealth of Massachusetts at this time. While we are primarily a business law firm, we are experienced in personal bankrupties as well. But this is limited to the Commonwealth of Massachusetts. Successful new businesses. Helping companies and individuals achieve success. Helping those struggling with debt to get out from under and start fresh....
Perez-Kudzma Law Office, P.C

Perez-Kudzma Law Office, P.C

New on Thervo
Offers online services
28+ years in business
Serves Boston, MA
My clients believe we provide personalize and competent legal services.
The Grande Law Firm

The Grande Law Firm

New on Thervo
Offers online services
1 hire on Thervo
Serves Boston, MA
About Louis 1. I personally handle each case from start to finish. 2. I answer my telephone after hours and weekends. 3. If you're injured and can't come to me, I'll come to you. 4. I offer after hours and weekend appointments. 5. I treat my clients the way that I would want to be treated. 6. I give my cell phone number to my clients. 7. That's The Grande Law Firm difference. Louis W. Grande has 27 years of courtroom litigation experience. He is a graduate of LaSalle Academy, the honors program at Rhode Island College and Hamline University School of Law where he was the Primary Editor of the Journal of Law and Public Policy. Attorney Grande...

Your Wills and Estate Planning questions, answered

Answers to commonly asked questions from the experts on Thervo.

How much do estate planners charge?

Estate planners charge $300 to $1,500 for a simple estate plan or $5,000 to $20,000 for a more complex estate plan. Estate planning attorneys charge either a flat fee for an estate planning package or an hourly rate of $100 to $300+ per hour. Estate planners in small towns and newly licensed lawyers needing experience may cost less.

What is estate planning, and what do estate planners do?

Estate planning is the process of creating a plan that appoints who or where you want your assets and possessions to go to after your death. Estate planners—also called estate planning attorneys or estate probate attorneys—are licensed attorneys who specialize in estate and trust law that work with you to create an end-of-life plan based on your specific situation and needs.

Estate planning may involve:

  • Creating a will
  • Setting up a limited or durable power of attorney (POA)
  • Creating a long-term healthcare plan
  • Setting up a trust to protect your assets and designate beneficiaries
  • Additional tax planning

Do I need an estate planner?

While you can create estate planning documents yourself, hiring an estate planner is often the best option to ensure the documents are filled out correctly and prevent any issues with transferring your assets to your designated beneficiaries after your pass on. Estate planners know the details of the laws and, in addition to ensuring that your estate plan documentation is valid, they can answer questions and give you professional financial and tax advice throughout the estate planning process.

What do I need to bring to an estate planning appointment?

The documents you should bring to your estate planning appointment will vary depending on your specific situation. In general, you'll want to bring all the documents needed to give the most complete picture of your current total assets. This may include some or all the following items:

  • Bank statements
  • Brokerage account and investment statements
  • Retirement account statements
  • Business owner or partnership documentation
  • Credit card statements
  • Mortgage or other loan documentation
  • Insurance policies
  • Real estate, auto, and watercraft titles or deeds
  • Trademark, patent, copyright, or intellectual property documentation
  • Birth certificates
  • Adoption certificates
  • Marriage certificates
  • Divorce decrees
  • Beneficiary or guardianship designations
  • Pre-nuptial or post-nuptial agreements

How do I choose the best estate planner near me?

Estate planning often involves sharing a lot of personal information, so it's important to hire an experienced professional that you trust and are comfortable talking with. When researching estate planners near you, be sure to:

  • Interview and compare fees from 3 to 5 estate planning attorneys who are licensed, bonded, and insured.
  • Review their profile and look for excellent reviews on Thervo and Google.
  • Look for an attorney in your state who specializes in estate and trust law.
  • Look for members of the National Association of Estate Planners & Councils or the American Academy of Estate Planning Attorneys.
  • Ask them about their experience with trusts and estates like yours.
  • Ask for a detailed explanation of their fees and fee structure.
  • Hire an estate planner who can work within your budget.

What questions should I ask when hiring an estate planner?

Asking the right questions can help you choose the best estate planner near you:

  • How long have you been an estate planner?
  • What education and certifications do you have?
  • Do you offer free consultations?
  • How long do you expect this process to take?
  • What is your preferred method of communication?
  • Do I contact you directly or do you have an assistant?
  • Do you charge an hourly rate or a flat fee?
  • How much do you charge for estate planning?
  • What is included in the fee, and what additional costs might come up during the process?

Reviews for Boston estate planners

Recent success stories from people in the Boston area.
Azalea S.
Mr.Kotoni was very helpful and made the whole immigration process seem super easy. Immigration is probably the most stressful process one can go through. We could not have done it on our own. All the paperwork that seemed so overwhelming was made so so simple for us. Everything was laid out clearly and easy to understand. I would strongly recommend Mr.Kotoni. I also admit I am a very annoying client and always asking so many questions but he was very patient with me and answered all my questions. Highly recommend!
Kotoni Law Office
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Boston estate planners by service