Greater Boston Probate and Estate Attorney
Preparing Your Estate Plan
When you hire us to help you create and implement an estate plan, we will start by gathering as much information as we can about your potential estate. We look carefully at the assets you have accumulated, as well as how you want that property divided in the event of your death. Next, we carefully explain your options, from wills and trusts to the re-titling of assets to the use of lifetime gifts. Once you have decided which strategy meets your needs, our attorneys will prepare and execute all required documents, including:
- Powers of attorney
- Healthcare proxies and living wills
We will pay close attention to the tax ramifications of each strategy, so that you can minimize the amount of your estate that will potentially go to the state or federal government.
Probate Administration Process
Experienced and knowledgeable legal counsel is the key to successfully settling an estate in the probate court. We work with executors, administrators, and personal representatives, guiding you through the process, so that you meet your legal obligations. We will:
- Ensure that you are properly named as executor with the probate court
- Assist you with any notifications that must be made during the process
- Help you compile an accounting of the debts and assets of the estate, and obtain valuations of property, if necessary
- Work with you to make certain all final debts and obligations are paid, and that all required tax returns are filed
- Oversee the orderly distribution of the estate in accordance with the terms of the will
Unfortunately, there are often legal disputes associated with the probate process. Beneficiaries may challenge the validity of a will (known as a “will contest”) or may make accusations of breach of fiduciary duty. Our attorneys handle all types of litigation arising during the probate process, representing heirs, beneficiaries, administrators, executors, personal representatives and trustees.