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30 Years of Experience
Client Testimonials
Todd Rosenfield, Estate Planning Attorney
Estate Planning, Elder Law & Probate in Westborough
Serving Worcester County, MetroWest, and Central Massachusetts since 1997
Choosing an attorney to help protect your family, your assets, and your legacy is a personal decision. I believe effective legal counsel begins with understanding the people I serve.
Since 1997, I’ve helped individuals, families, and small business owners throughout Worcester County, MetroWest Boston, and Central Massachusetts navigate life’s most important legal decisions. Whether you’re creating an estate plan, preparing for long-term care, administering a loved one’s estate, or protecting your business, you’ll work directly with me every step of the way.
My commitment is simple: listen carefully, explain your options clearly, and provide comprehensive counsel tailored to your goals. As your life changes and your family grows, I’ll be here as your trusted legal advisor for years to come.
Todd S. Rosenfield, Esq.
Attorney & Founder, Socius Law Firm
Your Attorney For
Your Family, Your Future, and Your Peace of Mind
Providing Peace of Mind
Estate Planning Attorney
Estate planning is about more than documents. It's a blueprint that lets you:
Keep control of your property while you're alive and well
Decide who will care for you and your loved ones if you become incapacitated
Direct how your assets are managed and passed on after your death
Minimize taxes, court costs, and delays for the people you leave behind
Attorney Rosenfield takes the time to understand your family and your goals, builds a plan around them, and is there to update it as your life changes.
Learn more about Living Trusts, Wills, and Incapacity Planning.
Planning for Long-Term Care
Elder Law Attorney
As we age, legal planning becomes about more than passing on assets. It's about paying for long-term care, protecting a lifetime of savings and the family home, and making sure trusted people can make decisions if you can't.
Attorney Rosenfield helps Massachusetts families plan ahead while everyone is healthy, and helps families who are already facing a nursing home admission. His elder law services include:
MassHealth planning and eligibility, including long-term care applications
Protecting the home and irrevocable Medicaid asset protection trusts
Nursing home crisis planning and MassHealth appeals
Guardianship and conservatorship and special needs planning
Learn more about Elder Law and MassHealth Eligibility.
Guidance When You Need It Most
Probate Attorney
Losing a loved one is hard enough without having to navigate the Probate and Family Court on your own. Attorney Rosenfield guides personal representatives (executors), trustees, and families through every step of settling an estate, from filing the first petition to distributing the final assets.
Whether you've just been named executor, you're administering a trust, or you have questions about your rights as a beneficiary, you'll get clear answers and steady, compassionate guidance.
Learn more about Probate and Trust Administration.
For Business Owners
Protecting Your Business and Your Legacy
For many families, a business is their largest asset and the one most often left out of the estate plan. Attorney Rosenfield has advised small and midsize businesses and their owners since 1997, helping you protect what you've built today while planning for what happens to it tomorrow.
Business Formation: choosing the right entity and setting it up properly from the start
Business Contracts: drafting and reviewing the agreements your business relies on
Business Succession Planning: passing your business smoothly to the next generation, a partner, or a buyer, in step with your estate plan
Learn more about Business Law.
We Do Estate Planning Differently
Why Choose Socius Law?
Socius | so·ci·us | n. friend, ally, partner
As our name implies, 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 tailored to their unique family situation, assets, values, and goals, with the ultimate outcome of peace of mind.
Work Directly With Your Attorney
Every client works with Attorney Rosenfield himself, from the first conversation to the signing of your documents.
Nearly 30 Years of Experience
Helping individuals and families throughout Central Massachusetts and MetroWest with estate planning, elder law, and probate since 1997.
Flat Fees, No Hidden Costs
Estate planning fees are agreed to in advance, and you choose your level of planning at your first meeting. We don't bill by the hour, so you can call or email as often as you like.
Ongoing Plan Reviews
Your relationship doesn't end at signing. Estate planning clients receive a complimentary plan review at least every three years.
Plans Built Around Your Family
We custom design, implement, and maintain a plan that reflects your concerns, goals, and objectives, so it truly works when your family needs it.
Designed to Ensure Your Confidence at Each Step
Our Estate Planning Process
Six steps, from your first conversation to a plan that stays current for years to come.
Step 1
Schedule Your Consultation
Book your free initial planning meeting online, in person or by Zoom, or call our office.
Step 2
Complete Your Questionnaire
Complete our confidential online questionnaire a few days before we meet: Married Couples or Single Individual.
Step 3
Initial Planning Meeting
We learn about your family and goals, explain your options clearly, and help you choose the right level of planning.
Step 4
The Design Meeting
Together we decide who inherits, who will make decisions for you, and who will care for your children.
Step 5
The Signing Meeting
You sign your documents and receive your estate planning portfolio, with copies in our secure client portal.
Step 6
Ongoing Reviews
A complimentary review at least every three years keeps your plan current as your life changes.
Testimonials About
Todd Rosenfield, Estate Planning Attorney
Located in the Westborough Office Park near the Interstate 495 and Route 9 interchange, we serve clients throughout Central Massachusetts, MetroWest Boston, and the nearby Worcester County communities. Here's what a sampling of our estate planning, elder law, and probate clients have to say about working with us.
Resources
Planning Guides for Massachusetts Families
Clear, practical answers to the questions families ask most.
Why You Need an Estate Plan →
What happens in Massachusetts if you don't have a plan.
Will vs. Trust →
A side-by-side comparison of your options.
What to Do When a Loved One Dies →
A practical checklist for the days and months after a loss.
Reviewing Your Estate Plan →
When and how to keep your plan up to date.
Latest News & Blog
What the 2026 Federal Estate Tax Changes Mean for Massachusetts Families
SECURE 2.0 Act: How It Affects Your Retirement Account Beneficiaries
Why Having a Will Alone Isn’t Enough
Our Affiliations
NAELA
Massachusetts Forum of Estate Planning Attorneys
WealthCounsel
WealthCounsel Attorney
NAELA
WealthCounsel
Massachusetts Bar Association
Request a Consultation
Let’s Discuss Your Estate Planning, Elder Law, or Probate Needs – Call Us Today – (508) 870-5759
Our location
quick contact
Phone: (508) 870-5759
Email: info@sociuslawfirm.com
Prefer to reach out directly? Call (508) 870-5759 or email info@sociuslawfirm.com. Office hours are Monday through Friday, 9:00 a.m. to 5:00 p.m., with evening and weekend appointments available by request.
Request A Complimentary Consultation
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.