Westborough MA Estate Planning Attorney Services

estate planning needsEveryone have an estate. Whether you have $1 million or $10,000, you need a written plan to keep you in control and to protect yourself and those you love.

At the Socius Law Firm, we offer individuals, families and small business owners — largely throughout the Westborough and surrounding Worcester County communities — comprehensive estate planning services such as: wills, trusts, incapacity planning, kids’ safeguard planning, health care directives, durable powers of attorney, funding support and more.

We pride ourselves on offering our clients the personalized attention that is typically not found at larger firms. No two families are alike. That’s why we’ll work with you to craft a custom plan that meets your unique needs and family circumstance.

Socius’ Estate Planning Packages

At the Socius Law Firm, our foundational estate planning packages are customized and offer varying levels of protection based on your unique family situation, asset holdings and personal goals and values.

Will-Based Plans
Trust-Based Plans

Your estate plan need not be overly complicated, but it should be well thought out and it should be a custom plan based on your specific objectives and goals.

The Socius Law Firm’s Unique Estate Planning Process

While it may be customary to describe an estate plan as a list of documents, when choosing Socius, you are not just “buying paper.” Instead, you are:

  • retaining a counselor who will craft a plan that your family must live with after you are gone,
  • choosing the trusted advisor whom your loved ones will depend upon at their most difficult times; and
  • creating a relationship with an attorney that should last for life.

See more detail on Socius’ 6-Step Estate Planning Process.

Maintain Control with an Estate Plan | Gain Peace of Mind

Estate Planning allows you to control the outcome of your life’s efforts. Being proactive and establishing and implementing an estate plan sooner rather than later can give you peace of mind knowing that your assets will be protected if you become incapacitated or disabled, and distributed according to your wishes in the event of your passing.

If you don’t have plan, you risk losing the benefits of creating a Will and/or a Trust. And instead your assets will be transferred according to the Commonwealth of Massachusetts – regardless of whether they make good sense for your unique situation or family circumstance.

Learn More About Socius’ Estate Planning Attorney Services

Contact us or call us at (508) 870-5759 at our Westborough, MA offices today regarding your estate planning needs.    The Socius Law Firm provides estate planning services to individuals, families, small-business owners and professionals throughout Central Massachusetts and Worcester County including the communities of Westborough, Southborough, Northborough, Hopkinton, Grafton, Shrewsbury, Upton, Marlborough and Framingham.

Additional Estate Planning Legal Resources/Links