Estate Planning Practice Areas

Estate Planning Practice Areas

What We Do

At the Socius Law Firm, 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.

Probate

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

Estate Tax

Estate planning in MA often revolves around mitigating estate taxes. Without strategic preparations, a significant…

Incapacity Planning

Planning for Incapacity
Incapacity Planning, also known as life planning, involves preparing for the possibility of losing control…

College Kits

College-aged individuals must prioritize their rights and interests with a comprehensive College Kit. This essential…

Wills

Trust Administration Attorney
A Last Will and Testament is an essential document that outlines the distribution of a…

Trust Administration

Trust Administration Attorney
Trust administration is the process of managing and distributing assets held in a trust according…

Asset Protection

Asset Protection Planning Attorney
Asset protection planning is a crucial strategy to safeguard your vulnerable property from creditors, predators,…

Kids Safeguard

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

Living Trusts

A Revocable Living Trust forms the cornerstone of a contemporary estate plan. It guarantees the…

Pet Trusts

Pet Protection Planning
Pet Protection Planning is crucial for responsible pet ownership. It's essential to ensure your pets…

Estate Planning

Estate Planning Attorney
Socius Law Firm: Premier Estate Planning Law Firm in Westborough, MA. Offering services to Worcester…

Why Choose Us

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.

How We Work

Unlike the transactional or common “one size fits all approach” to estate planning, the Socius Law Firm is committed to forging “lawyer-for-life” relationships with our clients. This is our bedrock approach to estate planning.

With nearly three decades of experience, we have seen the detrimental effects of the traditional, transactional-based estate planning on families all too often. By focusing on document production as opposed to “lawyer for life” relationships, the traditional law firm experience results in an estate plan that won’t actually work for you and your loved ones when it’s really needed.

 

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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