Estate Planning
Flat-Fee Estate Planning for Massachusetts Families
Clear pricing, no hourly billing, and a straightforward process from start to finish.
Will-Based Estate Plan
Put the right people in charge, protect your kids, and make things easier on your family.
- Name guardians for minor children
- Put trusted decision-makers in charge
- Decide who gets your assets and personal items
- Give loved ones authority to handle financial and medical issues
- Make things easier for your family during a crisis
Revocable Living Trust Plan
Keep your home out of probate, protect privacy, and create a smoother path for your family.
- Help your home pass outside probate
- Protect privacy and reduce court involvement
- Let a trusted person step in if you become incapacitated
- Create a smoother transfer path for your spouse or kids
- Include deed and funding guidance so the plan works properly
What These Plans Actually Do
Why families feel these plans are worth it
The value is not just the documents. It is the clarity, control, and reduced stress your family gets when life does not go according to plan.
Why a Will-Based Estate Plan is worth it
- Names guardians for your minor children instead of leaving that question open.
- Makes clear who is in charge of handling things after your death.
- Gives someone authority to handle finances if you are ever unable to do it yourself.
- Gives someone authority to make medical decisions if there is an emergency.
- Spells out who receives your assets, personal items, and keepsakes.
- Reduces confusion, second-guessing, and family conflict by putting your wishes in writing.
- Makes things easier on your spouse or adult children during a stressful time.
- Gives your family a real plan now instead of leaving them with loose ends and hard decisions later.
Why a Revocable Living Trust Plan is worth it
- Helps your home and other trust assets pass without going through the full probate process.
- Keeps your family's affairs more private than a probate case filed in court.
- Lets your chosen trustee step in quickly if you become incapacitated.
- Creates a smoother handoff for your spouse or children after a death.
- Gives clear instructions for how assets should be managed and distributed.
- Helps protect younger beneficiaries from receiving everything too early.
- Includes deed and trust funding guidance so the plan works in real life, not just on paper.
- Reduces delays, paperwork, and court headaches for the people you leave behind.
Frequently Asked Questions
What's included in the flat fee?
The flat fee covers the strategy meeting, drafting, review, revisions, signing coordination, and all documents in the package. For trust plans, it also includes deed work and beneficiary-titling guidance. Notary and witness costs are included for in-person signings.
Do you offer payment plans?
Payment is split 50/50—half after the strategy meeting and half at signing. Financing is available on request for clients who need additional flexibility.
Can I start with one document and upgrade later?
Yes. If you later move forward with a full estate planning package, the one-off document fees you paid can be applied toward that package. This credit applies to document fees only and does not include notary/witness costs, expedited delivery fees, or other third-party costs.
Do you offer expedited delivery?
Yes. A 72-hour expedite is available for +$250, and a 24-hour rush (next business day) for +$500. Both are subject to availability, and the timeline starts once intake details and payment are received.
Ready to choose the right plan?
Start with a consultation. I'll help you decide whether a will-based plan or trust-based plan is the better fit for your family.