Estate Planning Overview

We are often asked what an estate plan is and who needs one. The simple and sometimes surprising answer is that everyone over the age of 18 should have an estate plan, even if you do not own valuable property or have young children. Estate planning is about making sure your wishes are carried out when you are unable to express them yourself. Estate planning documents distribute your assets as you see

fit, allow you to make important health care decisions, and give an individual of your choosing the power to handle your financial affairs on your behalf. Without these documents, your loved ones will have to seek permission and guidance from the probate courts, which is expensive, time consuming, and may result in different outcomes than you would have wanted had you made these decisions yourself. It is never too early to begin planning and you can always adjust your plan as your life changes.

The most common documents that exist in a basic estate plan are Wills, Trusts, Durable Powers of Attorney, Health Care Proxies, HIPAA Releases, and Living Wills.

We understand that you have many options when it comes to choosing a law firm to assist and advise you on planning your estate. What sets our firm apart is our genuine care for each client. We are in this business to establish fulfilling and trusting relationships with our clients. We appreciate that our clients are trusting us to help them take care of what is most precious to them. We build long-lasting relationships with our clients by truly listening and asking the right questions so that we can appreciate our clients’ values, needs, hopes, fears, and aspirations. We are committed to helping you get a plan in place that is specifically tailored to you and your unique circumstances that you fully understand, written in plain English without legalese.

To learn more or schedule a consultation with our lead Estate Planning Attorney Catherine Lundregan Oatway call (617) 479-0400 today or Email:

Contact our office today at 617-479-0400 to discuss your business needs with one of our experienced lawyers.

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