177 State Street, Suite 5
Boston, MA 02109-2724

phone AND text: 781.355.7794  f: 781.281.9241

Caring, Effective Estate Planning & Administration

We are available both in the office and via remote conferencing, for your convenience.  Please contact us by email, or call OR text at 781.355.7794.
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Note also that our fax # has changed - it is now 781-281-9241

Estate & Trust
Planning

From basic to sophisticated, your Wills and Trusts express your intentions regarding your family's financial and psychological well-being.  The process of examining, discovering, and committing to paper these intentions are what estate planning is about.  

Estate & Trust
Administration

The importance of the proper  implementation of the estate plan cannot be over-emphasized.  We understand the overall plan and the attention to detail required to properly implement your plan.

Digital Asset

Planning

Evolving and crucial, the ownership of and access to our email, You-Tube channels, Amazon accounts, blogs, and the like demand attention equal to that given to our financial assets.