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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.
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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.
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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.
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Estate Planning Attorney | Client Testimonials
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Todd Rosenfield | Estate Planning Attorney
About Socius Law Firm

Estate Planning Attorney & Business Attorney located in Westborough MA

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 legal services.

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

Call us. Let’s start planning together.

Attorney and Founder of Socius Law Firm

Whether you are an individual or family looking to control the outcome of your life’s efforts, or a small business owner seeking to make smart, cost-effective legal decisions… we are here to help!  Explore our site to learn more about us, our Estate Planning and Business Law services, and how we can help you.

Pet Protection Planning

Pet Protection Planning
Pet Protection Planning is an important part of pet ownership. It is essential to make sure…

College Kits

College-aged kids need a College Kit includes three essential estate planning documents to properly protect their…

Trust Administration

Trust Administration Attorney
Probate is the process of transferring the deceased individual’s assets to those entitled to receive them,…

Asset Protection Planning

Asset Protection Planning Attorney
Asset protection planning is the process of taking property currently vulnerable to seizure by creditors, predators,…

Probate

Probate Attorney | Socius Law Firm
Probate is the process of transferring the deceased individual’s assets to those entitled to receive them,…

Estate Planning

Estate Planning Attorney
Socius Law Firm Estate Planning. For Nearly 30 Years We Have Been Westborough MA, Worcester County…

Revocable Living Trusts

A Revocable Living Trust is the foundation of the modern estate plan. It is used to…

Kids Safeguard Planning

Kids Safeguard Planning
We have developed an expertise in planning for the well-being and care of children should the…

Estate Tax Planning

Massachusetts Estate Tax planning is one of the most common motivations for estate planning.  Without careful…
We Do Estate Planning Differently

Why Choose Us

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.

 

Experienced

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 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 and Worcester County 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 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.   

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.

You’re a busy entrepreneur focusing on growing your business from the ground up. You’ve got a team to build, products to sell, and shipments to be delivered. You’re starting small, but you don’t plan on staying that way. When should you bring in a business law attorney? Yesterday.

Like you, we are entrepreneurs too. Like you, we want to make a difference. Like you we understand what it takes to start and grow a business from the ground up. We also understand that you are faced with many critical business and legal decisions. When this happens, it’s important to have a relationship with a business law attorney that understands your business and can help you navigate the difficult situations that arise.

The Socius Law Firm is a well-established business law firm dedicated to serving small and midsize businesses in Westborough MA and throughout Worcester County, Central Massachusetts and MetroWest Boston.  We will partner with you to grow your business from day one.  From assisting with the selection of the most appropriate business form of organization to sale – and every stage in between.

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 Westborough MA, 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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    Hours

    Mon – Fri: (8:30 am to 5:30 pm)
    Sat: (Upon Request)
    Sunday: (Upon Request)