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Thank you for choosing the Socius Law Firm. You are taking the first step towards ensuring peace of mind for you, your family and all of your loved ones.
Socius Law | Estate Planning Attorney

30 Years of Experience

For nearly three decades, we have been dedicated to establishing lawyer-for-life relationships with our clients and providing exceptional legal services.
Socius Law | Experience Estate Planning Attorney Westborough MA

Client Testimonials

We take great pride in the positive feedback we receive from our satisfied clients and encourage you to take a few moments to explore client testimonials.
Estate Planning Attorney | Client Testimonials
Todd Rosenfield | Estate Planning Attorney
About Socius Law Firm

Estate Planning, Wills, Trusts, Probate & Business Law Firm

Serving Massachusetts, Worcester County and the Surrounding Communities since 1997

At the Socius Law Firm, we are committed to understanding our clients’ legal needs, establishing and fostering close-client relationships and providing exceptional results-oriented estate planning, probate and business law services. 

The Socius Law Firm was founded upon these key principles and is modeled on the successful relationships that Todd Rosenfield has forged with individuals, families and small business owners throughout Central Massachusetts, MetroWest Boston and the Worcester County communities since 1997.

If you’re in need of an experienced Estate Planning and Business Attorney, look no further than Todd Rosenfield at the Socius Law Firm.

Todd Rosenfield Estate Planning Attorney

Attorney and Founder of Socius Law Firm

Estate Planning - Probate - Business Law

How Can We Help You?

Estate Planning

Estate Planning

Having a comprehensive estate plan in place can bring you peace of mind.

Probate Attorney

Probate Attorney

Your trusted and experienced probate law firm, providing expert legal guidance.

Business Law

Business Law

We will partner with you to grow your small or family-owned business from day one.
Attorneys For

Your Family, Your Business, and Your Peace of Mind

Providing Peace of Mind

What is Estate Planning?

At the Socius Law Firm, we believe estate planning is a process where you design a blueprint that:

  • allows you to control your property when you are alive and well
  • enables you to control how your & your loved ones are cared for in the event of incapacity
  • allows you to control how your assets are managed, used and passed in the event of your death
  • enables you to save every last tax dollar, professional and court cost

While this is typically accomplished through a set of estate planning documents, it is crucial to keep in mind that estate planning is not only about the documents themselves. It is about making a series of informed decisions and taking a series of thoughtful actions, all of which are designed to ensure that in the event of your incapacity or death, things will transition in the way you would have hoped, with the least disruption possible and with minimal or no intrusion by the court.

Learn more about Socius Law Firm’s unique 6-Step Estate Planning Process.

Build, grow, and protect your business

Your Trusted Partner in Business Law

Are you a small or midsize business?  At the Socius Law Firm, we are a trusted and well-established business law firm serving small and midsize businesses throughout Massachusetts, including the Worcester County Communities and surrounding areas. 

From day one, we will join forces with you to help your business thrive. Whether it’s choosing the right business form, navigating complex business contracts, or planning for business succession, we are here to guide you through every stage of your business lifecycle.

Our comprehensive Business Law Services include:

  • Guiding you through the process of Business Formation and Choosing the Right Entity for your business.
  • Helping you plan for the future with Business Succession Planning.
  • Crafting and reviewing Business Contracts to protect your interests, including the purchase and sale of business.

Facing complex Business Litigation or challenging business disputes? Look no further. Our experienced business attorney, Todd Rosenfield, is here to provide trustworthy and effective legal counsel. No matter the size or complexity of the issue, we have the knowledge and skills to assist you, providing trustworthy and effective legal counsel.

Contact us today to discover how the Socius Law Firm can help your business thrive.

Expertise and Compassion in Times of Need

Probate Attorney

Losing a loved one can be a challenging time, especially when faced with legal and financial processes. That’s why Socius Law Firm is here to provide expert probate services, guiding clients through each step of the process with care and professionalism.

Our experienced probate attorney has helped numerous families navigate the complexities of probate law, addressing the unique challenges that arise in each case. We pride ourselves on our attention to detail and expertise, while also providing compassion and understanding during these difficult times.

As a trusted probate law firm, we offer a range of services including asset management, distribution, litigation, and mediation. Whether you’re a personal representative (executor) managing an estate, a beneficiary seeking clarification, or involved in a dispute related to probate proceedings, we are here to assist you.

At Socius Law Firm, we understand the importance of balance and authority in every case. We strive to provide comprehensive and empathetic guidance, giving our clients the confidence and peace of mind they need to move forward. Contact us today for a consultation and discover how our probate services can help you navigate the process with confidence and ease.

Designed to Ensure Your Confidence at Each Step Along the Way!

Our Estate Planning Process

At the Socius Law Firm, we have established a unique estate planning process where we listen and learn about you, your family and personal circumstances, thoroughly explain the estate planning options available to you and custom design, implement and maintain a comprehensive estate plan that reflects your specific concerns, fears, goals and objectives. Our estate planning process is designed to ensure your confidence at each step along the way, from the initial planning meeting through the delivery and implementation of your completed plan and beyond. The ultimate outcome of our estate planning process, which is highlighted step-by step below, is to give you peace of mind.

Step 1 / Schedule Appointment Step 2 / Complete Questionnaire Step 3 / Initial Planning Meeting Step 4 / The Design Meeting Step 5 / The Signing Meeting Step 6 / Review Meeting
Step 1

Step 1 / Schedule Initial Planning Meeting Appointment

We all like to put off important tasks and wait until the very last minute, this includes estate planning. There is always “something” that would be more fun to spend time doing or money on. However, honestly there are few things that are more important and none that are a better investment for yourself and your family.  Take the first step…

Step 2

Step 2 / Complete the Estate Planning Questionnaire

After you schedule your Initial Estate Planning Meeting, we ask you complete the Estate Planning Questionnaire and return it to our office at least 3 days in advance of your appointment.

The Estate Planning Questionnaire is designed to help you organize your family and financial information, while also assisting us in understanding your personal goals and circumstances so we can make our first meeting as productive as possible. The information that you provide is strictly confidential.

Our Estate Planning Questionnaires

Step 3

Step 3 / Attend Your Initial Planning Meeting

For new clients, the Initial Planning Meeting is where the relationship with the Socius Law Firm begins. The Initial Planning Meeting provides an opportunity for us determine whether there is a good fit between you and our firm. During our meeting, we will: (i) learn about you, your family and personal circumstances and discuss your concerns, fears, goals and objectives, and any other issues identified in the Estate Planning Questionnaire that require further consideration; (ii) teach you about the law and your estate planning options; and, (iii) discuss what would happen if you were incapacitated or passed away with your current plan or without any plan. By looking at what would happen under your current plan, you can identify what you would want to happen differently.

Assuming there is a good fit between you and our firm, we will help you to choose the estate planning option that will give you peace of mind knowing that your family would be taken care of in the way you want if something happened to you (we have four different estate planning levels to accommodate your needs – our fees begin at $1,200.00 and they are all-inclusive, so there are no surprises). Then we will design your estate plan and draft the legal documents that are necessary to implement your estate plan.

Step 4

Step 4 / The Design Meeting

Depending on the estate planning option you choose and complexity of your situation, the design step may occur during your Initial Planning Meeting or during a separate Design Meeting. During this meeting, we will work together to create a customized estate plan that that reflects your concerns, fears, goals and objectives and provides you with peace of mind. We will discuss various options regarding distribution of your assets, who will make financial decisions for you after you pass or become incapacitated, who will advocate for your medical needs, who will care for your children, etc. We will give you various choices and make recommendations based on your personal circumstances. At the end of the meeting, you will have a clear understanding of how your plan works and we will have a clear blueprint for which to draft your estate planning documents.

Step 5

Step 5 / The Signing & Portfolio Delivery Meeting

After your estate planning documents are finalized, we will schedule a meeting for you to return to our office to review and sign your estate planning documents.

After you sign your estate planning documents, we scan and upload electronic copies of your original documents to the Socius Client Portal.  We will also provide you with all of your original documents in an estate planning portfolio. 

Lastly, if you choose to be responsible for the initial funding of your Trust on your own, we will ensure that you fully understand how to fund your Trust and provide follow-up guidance and support.


Step 6

Step 6 / The Signing & Portfolio Delivery Meeting

At most estate planning law firms, the relationship ends when you sign your documents. This is where the Socius Law Firm is very different. We believe your estate plan should be reviewed and refined on a regular basis to ensure that it always remains up-to-date consistent with your goals and objectives.  This is why we include a complimentary review of all of our clients’ estate plans at least once every three years.  We also provide you with access to our webinars, newsletters and blogs and offer annual membership programs if you wish to review your estate plan on a more frequent basis or desire even more continued services from us.  Finally, we are always here for you and we don’t charge you for phone calls or emails.  We welcome your communications!

We Do Estate Planning Differently

Why Choose Socius Law?

Socius | so·ci·us | n: friend, ally, partner

As our name implies, the Socius Law Firm is committed to forging “lawyer-for-life” relationships with our clients.  This is our bedrock approach to estate planning.

Estate planning is not done for you, it is done with you.  We help individuals and families identify their concerns and planning objectives and work together to create a plan that is tailored to meet their unique family situation, assets and personal values, goals and objectives – the ultimate outcome is to give our clients peace of mind.


With close to three decades of experience, we have a strong track record in assisting individuals, families, and small business owners with their Estate Planning and Business Law needs. Our team is dedicated to guiding clients through the intricacies of estate planning and business law matters. We offer personalized solutions tailored to meet individual circumstances, providing expert advice and counsel on trusts, wills, guardianships, probate, estate administration, business formation, and more. Our commitment lies in delivering high-quality legal services in a cost-effective and efficient manner. Contact us for trusted guidance in Estate Planning and Business Law matters.

Solid Reputation

For close to three decades, the Socius Law Firm has been delivering top-notch Estate Planning and Business Law services in the MetroWest Boston, Worcester County and surrounding areas. We have earned a strong and enviable reputation in providing exceptional legal services to our clients. Your search for reliable and trusted legal counsel ends here. Contact Socius Law Firm today!

Client Focused

At the Socius Law Firm, we prioritize creating strong and lasting relationships with our clients, rather than relying on a generic and impersonal approach to estate planning. Our commitment is to provide tailored and comprehensive legal solutions that cater to your specific needs. Discover how our lawyer-for-life approach sets us apart in estate planning services.

Comprehensive Solutions

We custom design, implement and maintain a comprehensive estate plan for you that reflects your concerns, fears, goals and objectives.  The result is a plan that will truly work for you and your family when you need it.

No Hidden Fees

Our Estate Planning services are provided on a flat-fee basis with all fees agreed to advance.  There are no hidden costs!  You choose the level of planning/fee that works best for you and your family at the Initial Planning Meeting.  And you can communicate with us as frequently as you like with any questions or concerns as we do not charge by the billable hour for Estate Planning. 

Annual Review

At most estate planning law firms, the relationship ends when you sign your documents.  The is where the Socius Law Firm is very different.  We believe your estate plan should be reviewed and refined on a regular basis to ensure that it always remains up to date consistent with your goals and objectives.  This is why we provide a complimentary review of all of our clients' estate plans at least every three years.   

The Socius Law Firm Offers Complimentary Consultations

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Let’s Discuss Your Estate Planning or Business Planning Needs – Call Us Today – (508) 870-5759

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For more information about the Socius Law Firm or to request a free consultation, please contact us by telephone at (508) 870-5759 or online by completing the form provided below.

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    What Clients Say About Us?

    Located in the Westborough Office Park near the Interstate 495 and Route 9 interchange, we serve a diverse range of clients throughout Central Massachusetts, MetroWest Boston and the Worcester County communities.  We invite you to explore what sampling of our Estate Planning and Business Law Clients have to say about working with us.

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