The best way to get started is to schedule a 20-minute introduction meeting with one of our team members. Our staff collectively bring decades of expertise in estate planning, estate administration, and trustee services. We enjoy speaking with people about their situations and how we can help. During our intro call, we’ll discuss your situation and goals, explain our services, process, and fees, answer any questions, and if appropriate, set up a Discovery Meeting with one of our attorneys.  

You can schedule your introductory meeting by completing the short form below or calling us at (617) 484-6610.