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Our Process

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Free Initial Consultation

We offer a free 20-minute consultation by phone or Zoom to discuss your needs and determine if we're the right fit. During this call, we'll provide cost estimates. Please note that we can't provide specific legal advice until we're officially hired as your attorneys.

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Fee Agreements and Retainers

In every case, we will discuss with you the anticipated fees and costs, and we will provide you with a written fee agreement.  We will request that you provide us with an upfront payment before we begin working on your case.   

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Hourly Fee v Flat Fee

We aim to offer flat fees whenever possible. Please see below for our flat fee package prices. In cases where time is unpredictable, we will bill on an hourly basis. Our 2025 hourly fees are $395 for attorney time and $195 for paralegal time.

Flat Fee Packages

We strive to provide quality legal services at an affordable price.  Here are some of our flat fee packages: 

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Basic Estate Plan

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Estate Planning Including a Revocable Trust to Avoid Probate

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Planning to Protect Your Home from the Nursing Home

Includes the basic estate planning documents that all adults should have:

A Will, Health Care Proxy & Durable Power of Attorney

Prices start at:

$1,000 for an individual

$1,750 for a married Couple

Includes everything in our Basic Estate Plan, plus a Revocable Trust to avoid probate and provide a smooth transition to your loved ones.

Prices start at:

$2,500 for an individual

$4,000 for a married couple

Are you planning at least 5 years in advance of needing nursing home care?  Our attorneys will layout your options to protect your home  from the high cost of nursing home care. This is either a stand alone or as an add on to our estate planning packages.

Starting at: $3,500​

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Estate Planning to Minimize Massachusetts Estate Tax

Young Family Estate Planning

Emergency Medicaid Planning

Estate planning designed to minimize the Massachusetts Estate Tax, for married couples who typically have over $2 million in assets

Starting at $6,900

Estate Planning for families with minor children, to include Guardianship designations and a Family Trust

Starting at $1,950

If you or your spouse need help to stay at home or need nursing home care, and don't have 5 years to plan, we can devise a plan to help protect your assets, and guide you through the process. 

Starting at:

$4,500 for an individual

$5,500 for a married couple

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Belmont 

30 Church Street, Suite 210

Belmont, MA 02478

Phone  

617-489-5900

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