Instead, we offer four levels of planning – each highly customized to meet your unique family situation, assets and 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 $1,000.00 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.
At the Socius Law Firm, our estate planning packages are NOT one-size-fits-all.
Four Levels of Planning: See Which Is Best for You
(Level 1)
- For the family who wants to take care of basic estate planning needs and is not concerned about avoiding probate or maintaining privacy. You’ll gain peace of mind knowing we are here to help you navigate the system during your lifetime and help your family after your passing.
(Level 2)
- For the family who wants to avoid probate and gain total assurance and peace of mind knowing that in the event of their death or incapacity, all assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office.
(Level 3)
- For the family who wants the total assurance and peace of mind of the "Trust Plan" as well as the added comfort of knowing that all assets transfers are taken care of by our office. We do all “funding” for you.
(Level 4)
- For the family who needs more than the foundational planning of the first three levels. Clients choosing the Legacy Plan may have advanced planning needs involving complicated estate tax or asset protection issues.
Socius Provides A Better Value
The Tangible Value
If all you are looking for is a low-cost set of legal documents, there are various online resources available to you, or you can choose a traditional estate planning lawyer.
The issue with those “plans” and “services” is that they are most often provided as a “one-size-fits-all” plan that does not take into account your unique family situation, asset portfolio, personal values, or goals and objectives. In many unfortunate cases, they are not legally sufficient and the documents are not legally upheld. Even worse, they will be upheld but will have dire consequences that you didn’t know would take place – such as your 18-year-old getting a check for $500,000 or your son-in-law getting 1/2 of your daughter’s inheritance in a future divorce.
There are 1001 ways in which this process can go wrong, and only one what in which it goes well – that is having a comprehensive estate plan done right.
If you want peace of mind knowing that you have a plan in place that has been custom designed for your family that will make things easier for your loved ones no matter what happens, then the Socius Law Firm is the right choice for you.
All of our fees are fixed and agreed to in advance, so there are no surprises. And you can choose the level of planning/estate planning package that works best for you and your family at our free Initial Planning Meeting.
The Intangible Value
Stories of families being split apart by arguments over estates are far too common. And most do not involve large estates. The problem is that often people think that since they have a Will everything is taken care of and all the details will work themselves out.
Horror stories about poor estate planning are endless. From the “lost Will” – to missing specific distributions in the Will because “everyone knows he was supposed to get the china” – to the new bride, who wants everything, that no one knew about. If you could talk to these individuals, I am sure that they would all say that fighting amongst their loved ones is the last thing they would ever want. Unfortunately, they didn’t know how to plan in a way that would have prevented conflict or at least minimized it.
At Socius Law Firm, we can’t promise that your family will not argue. What we can promise is that your family will not argue because your wishes are not properly spelled out in a comprehensive estate plan.
And while it may be customary to describe an estate plan as a list of documents, when choosing the Socius Law Firm, you are not just “buying paper.” Instead, you are retaining an attorney who will craft a plan that your family must live with after you are gone; you are choosing a trusted advisor whom your loved ones will depend upon at their most difficult times; and you are creating a relationship with an attorney that should last for life.
With More Than 25 Years of Experience… We Do Things Differently
Unlike the “transactional” or “one-size-fits-all” approach to estate planning, the Socius Law Firm is committed to forging lawyer-for-life relationships with our clients.
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.
Satisfied Client Stories
As a professional and business owner I expect excellent performance and results from other professionals. I can say without hesitation that Todd Rosenfield and the Socius Law Firm have met and exceeded those expectations. Todd’s experience as a Estate Planning and Business Attorney make him exceptionally qualified to address a wide variety of issues. As a husband and father, as well as a business owner, I have peace of mind and sleep well at night knowing that Todd has me covered. I have utilized Todd’s services for over 10 years in a variety of legal and trust matters.
“I have depended on Todd Rosenfield to provide exceptional advice and counsel for both my personal estate planning and business needs for over 15 years. He has always taken care of every detail to ensure my issues are resolved promptly and thoroughly. I can recommend Todd without hesitation as an expert attorney.”
“I brought my parents to Socius for an estate planning consultation. They were a bit nervous and unsure if they needed a revocable living trust. Attorney Rosenfield took the time to explain the options and was very patient. We hired him on the spot.”
“We liked Attorney Rosenfield for his professionalism, knowledge and willingness to share it, and his good nature. Todd’s approach to navigating the estate planning design process helped us understand legal concepts that otherwise might have been confusing or made us feel uncertain. We were unconditionally satisfied every step of the way, including the pace of events leading to our completed Estate Plan.”
We had Mr. Rosenfield help us with the adoption of my daughter by my husband. Mr. Rosenfield is both professional and very easy going and made adoption day go very smoothly for us. Knowing that I work in Boston and live 40 miles away, he was mindful of my work and commuting schedule and was very accommodating to that. Adoption day was stress free and he took care of everything and made it a very joyous event. He even emailed us pictures of our special day! Highly recommend Mr. Rosenfield and will be looking to him for additional services in the future with family estate planning.
“Todd was my primary council for three years when I was CEO of a Medical Device precision component manufacturer in Massachusetts. Todd was very competent and reliable as a lawyer and quickly established himself as a trusted advisor to senior management on a wide variety of issues and opportunities. I would work with Todd again without hesitation and highly recommend him.”
After having our first baby, my wife and I decided that we needed an estate plan to ensure our daughter was taken care of in case something happened to both of us. We were recommended to Todd and the Socius Law Firm by a coworker. I can’t give enough praise to Todd for how easy and painless he made this process.
“Todd is one of the most knowledgeable attorneys and is unbelievably adept at handling a wide range of legal issues that are applicable to small to medium-sized businesses. At the same time, he is one of the most caring and trustworthy individuals I’ve worked with, always seeking to understand his clients’ goals and recommending the best actions to achieve those goals.”
Recently we decided it was time to update our estate plan. We spent a good amount of time researching the right attorney given our circumstances and selected Todd from a list of recommended estate planning attorneys. The results were outstanding. He was very detailed in his analysis of our needs, goals and objectives. As he prepared our documents, he communicated his thoughts and made recommendations that made a lot of sense. We could not be more pleased with the results.
When my father passed away, it was a very upsetting and confusing time. Thankfully, he had the foresight to consult with Todd Rosenfield and introduced us to his law firm. The process of settling the estate and trust went smoothly and Todd took care of every detail. We are very thankful.
I met with Todd to get my estate planning done for my family. Todd took the time to explain everything to me and helped me understand what was right for our needs. We decided to go with him and his firm cause of how professional, thoughtful and caring he was! It was a very smooth process. We were leaving our young children and wanted to make sure our estate plan was in place before traveling out of the country. We were comforted knowing it was all in place and settled for our kids. I highly recommend Todd and encourage you all to get your estate planning done!
We had been putting it off estate planning for years. After the birth of our son, my husband and I decided it was time to get our house in order. We hired Todd and could not be more pleased with the results. Todd was terrific to work with… smart, professional and insightful. The process was painless, and he guided us along each step of the way. I really appreciated him taking the time to explain everything to us and answer all of our questions. I highly recommend Todd to anyone looking to create or update their estate plan. Thank you Todd!
I am so very grateful that I was referred to the Socius Law Firm. Where to start? Todd made the whole process painless. He was very patient and professional. Todd took the time needed to explain any pertinent legal concepts which allowed us to make informed decisions regarding all of the issues for our specific estate planning needs. The presentation of the final product was the icing on the cake. Our estate planning documents came in a very organized portfolio as well as digital copies on a thumb drive. Thank you so much!
How Much Does It 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.
(Level 1)
- For the family who wants to take care of basic estate planning needs and is not concerned about avoiding probate or maintaining privacy. You’ll gain peace of mind knowing we are here to help you navigate the system during your lifetime and help your family after your passing.
(Level 2)
- For the family who wants to avoid probate and gain total assurance and peace of mind knowing that in the event of their death or incapacity, all assets will be transferred to heirs with the most ease and convenience possible in the privacy of our office.
(Level 3)
- For the family who wants the total assurance and peace of mind of the "Trust Plan" as well as the added comfort of knowing that all assets transfers are taken care of by our office. We do all “funding” for you.
(Level 4)
- For the family who needs more than the foundational planning of the first three levels. Clients choosing the Legacy Plan may have advanced planning needs involving complicated estate tax or asset protection issues.
Call Us Today
Call Us To Discuss Your Estate Planning Needs.
508.870.5759