Estate Planning
Wills & Trusts
The foundation of every sound estate plan. We help you choose the right documents, understand your options, and put a plan in place that protects the people you love.
Schedule a ConsultationWhy a Will or Trust Matters
Without a will or trust, Massachusetts law decides what happens to your property, who raises your children, and who manages your affairs. That process — called intestate succession — rarely reflects what you would have chosen.
A properly drafted will or trust puts you in control. It ensures your wishes are documented, legally enforceable, and carried out by someone you trust — not someone determined by a court.
Last Will & Testament
A will is a legal document that states your wishes for how your property should be distributed after you die. It can also name a guardian for your minor children — one of the most important decisions any parent can make.
A will goes through probate — a court-supervised process — before assets are distributed. While this adds some time and cost, a well-drafted will makes the process as smooth as possible for your family.
- Names who receives your property and assets
- Designates a guardian for your minor children
- Appoints a personal representative to carry out your wishes
- Reduces family conflict and uncertainty
- Avoids state default rules that may not reflect your wishes
Trusts
A trust is a legal arrangement where you transfer assets to a trustee — often yourself during your lifetime — to be managed and distributed according to your instructions. Trusts offer more flexibility and control than a will alone.
Unlike a will, a trust does not go through probate. Assets held in trust pass directly to your beneficiaries, saving time, cost, and keeping your affairs private.
- Avoids the time and cost of probate court
- Keeps your estate private — no public record
- Provides for loved ones with special needs without losing benefits
- Allows you to set conditions on how assets are distributed
- Protects assets for minor children until they reach adulthood
- Can take effect immediately if you become incapacitated
Will vs. Trust: Which Do You Need?
Many families benefit from having both. Here's how they compare.
| Feature | Will | Trust |
|---|---|---|
| Takes effect | At death only | Immediately upon signing |
| Probate required | Yes | No (for assets held in trust) |
| Privacy | Becomes public record | Remains private |
| Incapacity planning | No | Yes |
| Naming a guardian | Yes | Not directly |
| Cost to establish | Lower upfront | Higher upfront, less later |
The right choice depends on your family's situation. We'll help you decide.
Common Types of Trusts
Not all trusts are the same. We'll help you understand which structure fits your goals.
Revocable Living Trust
The most common type. You retain full control during your lifetime and can change or revoke it at any time. At death, assets pass directly to beneficiaries without probate.
Irrevocable Trust
Once established, it generally cannot be changed. Often used for asset protection, Medicaid planning, or reducing estate taxes.
Special Needs Trust
Designed to benefit a loved one with a disability while preserving their eligibility for means-tested government programs like MassHealth.
Testamentary Trust
Created through your will and takes effect at death. Commonly used to manage assets for minor children until they reach a specified age.
What happens if you die without a will in Massachusetts?
Massachusetts intestacy laws determine who inherits your estate — and the result may surprise you and may not be something you want.
Your Attorney
Losmin Jimenez Gregory, Esq.
I have been practicing law since 2008, helping families plan for the future with care and precision. My background in wills, advance directives, and disability planning gives me a comprehensive view of what a complete estate plan requires — and I take the time to make sure every client understands their options.
Related Estate Planning Services
Ready to Create Your Estate Plan?
Whether you need a simple will or a comprehensive trust plan, we'll guide you through every decision with clarity and care.
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