Grafton MA

Comprehensive Estate Planning Services in Grafton MA

Grafton is a town in Worcester CountyMassachusetts, United States. The town consists of the North Grafton, Grafton, and South Grafton geographic areas. Grafton is home the Willard House and Clock Museum, Community Harvest Project, and the Tufts University Cummings School of Veterinary Medicine.

While Grafton is one of the best places to live in Massachusetts, tomorrow isn’t guaranteed for any resident; everyone in Grafton needs to plan for the future in order to protect their families and assets.

The Socius Law Firm and Todd Rosenfield, Estate Planning Attorney, can help clients gain peace of mind through comprehensive, customized estate planning and other services. He can also help those who have lost loved ones and who need to navigate the probate process. For nearly 30 years, Attorney Todd Rosenfield has been giving Grafton families and individuals reliable legal guidance for all aspects of wills, trusts, elder law, Medicaid planning, probate, and more. Learn more about what he can do to serve you and help you secure your legacy!

Why Estate Planning is Important?

Estate planning is an essential process that ensures your assets and properties are distributed according to your wishes and plans after your death. Without a well-thought-out estate plan, your assets may be distributed by the state, leading to disputes and delays in asset distribution. At Socius Law Firm, we understand that estate planning can be a sensitive and emotional process. Our estate planning attorneys work closely with our clients to create customized estate plans, taking into consideration their unique family dynamics and financial situations.

Wills for Grafton MA Residents

Creating a will is an essential aspect of estate planning, regardless of how much or how little you have. At Socius Law Firm, we provide will drafting services to ensure that your final wishes are carried out exactly as you intended. Our Grafton MA Estate Planning Attorney has extensive experience drafting clear and concise wills that take into account your unique circumstances. With our help, you can plan for your family’s future and give yourself peace of mind.

Trusts for Grafton MA Residents

Trusts can be a particularly effective tool for estate planning, providing additional protection for your assets and allowing for more specific instructions for the distribution of your estate. At the Socius Law Firm, we offer a variety of trusts – including revocable living trusts, irrevocable trusts, and special needs trusts – tailored to your individual needs. Our attorneys work with you to understand your situation and create a trust that addresses all of your concerns.

Probate Services for Grafton MA Residents

Probate is the legal process that takes place after someone dies, and it involves the distribution of assets. At Socius Law Firm, we understand that this can be a difficult time for families, which is why we offer probate services to ease the burden. Our attorneys have extensive experience in navigating probate court in Massachusetts, and can provide guidance and support to ensure that the process is as smooth as possible.

How Can the Socius Law Firm and Todd Rosenfield Help Grafton MA Residents?

If you live in Grafton, MA, we can help you with all of your estate planning needs. Our attorneys have a deep understanding of Massachusetts law, and we take pride in taking a highly personalized approach to every client’s needs. Whether you need a will, a trust, or help with probate, we’re here to help. Contact the Socius Law Firm to learn more about how we can help you prepare for your future.


Questions Our Grafton Clients Often Ask

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 the Socius Law Firm's unique 6-Step Estate Planning Process.

Do I Need An Estate Plan?
Do you know what would happen legally to you, your loved ones, and your assets if something unexpected were to happen to you?
When it comes to estate planning, everyone has their own fears, concerns and goals. Discover why you need an estate plan based on your personal situation or family circumstance.
Will vs. Trust - What is the difference?

Both a Will and a Trust are useful estate planning documents, but understanding their differences will help you decide which is right for your particular estate planning objectives and personal circumstances. 

Find out why a Will alone may not be the best choice for you and your family by viewing our side-by-side comparison chart.

Wills vs. Trusts Comparison Chart

What is a Revocable Trust?

As the foundation of the modern estate plan, a Revocable Trust helps you control how your assets are managed and used while you are alive and well, if you become incapacitated, and after you die.

A Living Trust enables the coordinated distribution of all of your assets, while maintaining the greatest degree of asset control and flexibility - both during your lifetime and after death.

There are many important benefits of Trusts beyond federal and MA estate tax considerations such as:

  • Avoiding probate and ensuring a smooth transition
  • Protecting assets
  • Planning for incapacity or disability (without Court oversight)
  • Controlling distributions to beneficiaries (give what you have…to whom you want, the way you want, when you want)
  • Maintaining 100% privacy

See Our Chart: Benefits of Revocable Trusts

How much does an estate plan cost?

 We offer four levels of comprehensive estate planning - each highly customized to meet your unique family situation.  Plan fees are dependent upon your personal values, goals and objectives.

From starter plans primarily for families with young children and little in the way of financial wealth, to more robust plans for well-established families who want to avoid probate, provide asset protection and eliminate or minimize estate taxes, we offer estate planning levels to meet your needs and objectives.  Estate planning fees generally range from $1,200.00 up to $8,500.00 on the high end for an extensive estate plan.  We also offer several advanced estate planning options for those who need even more planning.

See Our Estate Planning Packages

How Do We Get Started?

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 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 is to give you peace of mind.

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….

Schedule an Estate Planning Appointment

What is Probate?

Probate is a process whereby the Probate Court supervises the transfer of assets from a person who has passed away to the new lawful owners. 

Probate is generally a long, frustrating and expensive process. Much of our practice is devoted to using trusts and other planning tools to help our clients avoid probate altogether. However, for families who did not do probate avoidance planning, we are frequently hired to guide them through the probate process.

What is Durable Power of Attorney?

If you become mentally incapacitated, you won’t be able to manage your own financial affairs. Many are under the mistaken impression that their spouse or adult children can automatically take over for them in case they become incapacitated. The truth is that for others to be able to manage your finances, they must petition the Probate Court to declare you legally incompetent.

This process can be lengthy, costly and stressful. Even if the court appoints the person you would have chosen, they may have to come back to the Probate Court every year and show how they are spending and investing the money.

If you want your family to be able to immediately take over for you without Probate Court interference, you must designate a person or persons that you trust with the use of a Durable Power of Attorney.

What is a Health Care Proxy?

A Health Care Proxy allows you to appoint someone you trust - for example, a family member or close friend to make decisions on your behalf about medical treatment options if you lose the ability to decide for yourself.  Without a Health Care Proxy, your loved ones would have to petition the Probate Court for authority to make medical decisions on your behalf.

What is a Living Will?

In addition to a Health Care Proxy, you should also have a Living Will which informs others of your preferred medical treatments such as the use of extraordinary measures should you become permanently unconscious or terminally ill.

How Do I name a Guardian for my minor children?

At the Socius Law Firm, we have developed an expertise in planning for the well-being and care of children should the unthinkable happen. We call this advanced legal planning — Kids’ Safeguard Planning.

Kids’ Safeguard Planning is based on the premise that a Will alone is simply not enough to protect minor children should both parents die or become incapacitated.

If you are a parent of minor children, your estate plan needs to include Kids’ Safeguard Planning to ensure your children will always be taken care of by the people you want, in the way you want, and never put in a situation you wouldn’t like.

Learn More

Grafton Practice Areas