Our Services

Overview

Our office handles Estate Planning, Estate Administration and Fiduciary matters serving both as the
attorney for individuals involved in such issues and, as needed, as the fiduciary ourselves.

             Estate Planning
                     -   Health Care Proxies
                     -   Powers of Attorney
                     -   Advanced Directives/Living Wills
                     -   Wills
                     -   Trusts

Estate Administration

                      -   Voluntary Administration
                      -   Informal Administration
                      -   Unsupervised, Formal Administration
                      -   Supervised, Formal Administration
                      -   Ancillary Administration (in Massachusetts)

              Fiduciary Matters
                       - Representative Payee (for SSA benefits)
                       -   Guardian
                       -   Rogers Monitor
                       -   Conservator
                       -   Trustee
                       - Special Personal Representative/Personal Representative (Estates)

Personal Care Management

As guardian of the person, we are familiar with making personal and medical decisions on behalf of others. Such responsibilities include making decisions as to the following matters:

Residences (In-home and Out-of-home Placement)
Ordinary medical treatment and overall health care
Extraordinary medical treatment (antipsychotic medications, etc.)
Non-medical services such as education and counseling
Release of confidential information
End-of-life decisions

As a law office, we are also able to assist our wards with everyday legal issues. For example, we have handled matters in the following areas:

MassHealth Applications
Civil commitments and Rogers Orders
Civil and Criminal Charges
Bankruptcy
Restraining Orders and Divorces
Estate Planning
Local, State, and Federal Taxes
Social Security Benefits
VA Benefits
Life Insurance Benefits

Financial Care Management

As fiduciary for our wards' assets, in whatever capacity, we are familiar with making financial decisions on their behalf. Such responsibilities include the following:

Marshall and protect assets
Obtain appraisal of property
Protect property and assets from loss
Budget spending
Receive income from the estate
Make appropriate disbursements
Manage and Sell Personal Property
Manage and Sell Real Property
File Inventories and Accounts with the Court
File Accounts with the Social Security Administration and the Department of Veterans Affairs

As a law office, we are also able to assist our clients with special probate matters such as the following:

Petitions for License to Sell (for both Real and Personal Property)
Petitions to Establish Estate Plans
Expanding, limiting, and modifying Probate Orders