Southborough MA

Southborough MA

Providing Families in Southborough with Peace of Mind - Now and in the Future.

Are you a resident of Southborough, Massachusetts? Nestled in Worcester County, Southborough is an idyllic suburban haven just a stone’s throw away from the city of Boston. It incorporates the villages of Cordaville, Fayville, and Southville. With a population of 10,380, this charming community offers a rural ambiance that attracts individuals seeking a peaceful and fulfilling life.

As you build your life in Southborough and accumulate valuable assets, it’s crucial to have a solid estate plan in place. Estate planning ensures that your hard-earned assets are distributed exactly as you desire, minimizing conflicts among loved ones and providing for their well-being in times of incapacity or passing.

That’s where Attorney Todd Rosenfield comes in. With his expertise and compassionate approach, he skillfully guides Southborough residents through the intricate terrain of estate planning. From drafting a will to establishing trusts and naming beneficiaries, Todd Rosenfield provides the personalized guidance needed to create a comprehensive plan tailored to your unique needs.

With Todd Rosenfield by your side, you can rest easy knowing that your estate will be managed precisely as you wish, granting financial security and peace of mind for your loved ones.

Ready to take the first step towards securing your family’s future? Schedule a free consultation with the Socius Law Firm today. Don’t wait – protect what matters most to you.

Comprehensive Estate Planning Services in Southborough, MA

At Socius Law Firm, we understand that estate planning can be an emotionally taxing process. That is why we offer comprehensive estate planning services that are tailored to meet the unique needs of Southborough residents, while providing peace of mind and assurance that their assets will be preserved for future generations.

Wills in Southborough MA

A will is an essential document that outlines your wishes for the distribution of your property and assets after your death. Without a valid will, your assets may be distributed according to state law, which may not align with your wishes. Our legal team specializes in drafting wills that align with our clients’ wishes, ensuring that their assets will be distributed in accordance with their desires.

Trusts in Southborough MA

A trust is a legal arrangement that allows you to transfer ownership of your assets to a trustee, who manages these assets on behalf of your beneficiaries. Our lawyers are highly experienced in drafting, executing, and administering trusts in Southborough, ensuring that our clients’ assets are protected and distributed to their chosen beneficiaries in a tax-efficient manner.

Probate in Southborough MA

Probate is the legal process of validating a will and distributing a deceased person’s assets to their heirs and beneficiaries. Our attorneys are well-versed in Massachusetts probate laws and procedures, and can assist Southborough residents in all aspects of probate, including petitioning for probate, contesting a will, and administering a probate estate.

Asset Protection Planning in Southborough MA

At Socius Law Firm, our lawyers understand the importance of protecting your assets from potential lawsuits, creditors, and other threats. We offer asset protection planning services that include structuring business entities, creating trusts, and implementing other strategies that can safeguard your assets while minimizing tax liabilities.

Estate Tax Planning in Southborough MA

Estate tax can significantly impact the value of your estate, potentially leaving your heirs with less than you intended. Our attorneys are well-versed in estate tax laws and can provide guidance on strategies that reduce estate tax liability, while ensuring that your assets are distributed according to your wishes.

Business Succession Planning in Southborough MA

If you are a business owner, it is essential to have a succession plan in place to ensure that your business can continue to operate smoothly after your retirement, death, or disability. Our legal team can assist Southborough business owners in creating a comprehensive business succession plan that addresses all legal, financial, and operational aspects and facilitates a smooth transition of the business.

Contact Socius Law Firm for Estate Planning Services in Southborough, MA

At Socius Law Firm, we are committed to providing exceptional estate planning services to residents of Southborough, MA. Contact us today to schedule a consultation with one of our experienced estate planning attorneys and learn more about how we can assist you in protecting your assets and fulfilling your wishes.


Questions Our Southborough 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

Southborough Practice Areas