Massachusetts Estate Planning

Protect your family.
Plan with confidence.

Aubrey Law helps Massachusetts families create estate plans that are clear, complete, and built to last — with flat-fee pricing and a process designed around your schedule.

Schedule a Discovery Call

Because the people you love deserve a plan that actually works.

What We Do

Estate planning services
for every situation.

Wills & Basic Plans

Foundational documents for individuals and couples — including wills, health care proxies, powers of attorney, and HIPAA authorizations.

Trust-Based Plans

Revocable living trusts that help your family avoid probate, protect privacy, and simplify the transfer of assets to the people you love.

Tax Planning Strategies

Credit shelter trusts and advanced strategies for estates approaching the Massachusetts estate tax threshold — preserving more for your heirs.

The Process

Simple, three‑step process
designed to move you from uncertainty to peace of mind

Peace of Mind Planning Session

We begin with a confidential meeting to understand your family, assets, concerns, and goals. We’ll outline which planning or probate options make the most sense for you.

Estate Plan Design

We design a customized plan and explaing everything in planin language and make adjustments based on your feedback

Sign Your Plan

Your documents are executed and your plan is complete and in force.

Client Stories

What Massachusetts families say.

“

Scott made a process that felt overwhelming into something we actually felt confident about. We walked out knowing our family was protected.

Jennifer & Mark R.

Needham, MA — Trust-Based Plan

“

We'd been putting this off for years. Scott made it easy to understand, answered every question without making us feel rushed, and the flat fee meant no surprises.

David & Sarah K.

Wellesley, MA — Wills & Basic Plan

“

After my father passed, Scott guided us through the probate process with patience and clarity. I never felt lost. He's the kind of attorney who actually cares.

Christine L.

Newton, MA — Probate & Administration

FAQ

Questions families ask us most.

Estate planning comes with a lot of uncertainty. These are the questions we hear most often — answered plainly, without the legal jargon.

Still have questions? Let's talk →

Yes — estate planning isn't just for the wealthy. If you have children, a home, a bank account, or anyone who depends on you, you need a plan. Without one, Massachusetts law decides who raises your children, who receives your assets, and who makes medical decisions for you if you're incapacitated. A basic plan ensures your wishes are honored, not the state's default rules.

A will is a legal document that directs how your assets are distributed after death — but it goes through probate, a public court process that can take months and cost money. A revocable living trust does the same thing but bypasses probate entirely, keeping the process private, faster, and often less expensive for your family.

Massachusetts has its own estate tax, separate from the federal tax. Estates over approximately $2 million may be subject to Massachusetts estate tax — at rates up to 16%. For married couples, strategic planning (such as a credit shelter trust) can effectively double the threshold, potentially saving hundreds of thousands of dollars.

Most clients go from first conversation to signed documents in 4–6 weeks, spread across four meetings. The process is designed to be manageable alongside a busy schedule.

All Aubrey Law plans are priced on a flat-fee basis — you'll know the full cost before we begin, with nothing hidden. We also accept Hyatt Legal, MetLife, and ARAG legal insurance plans.

Most meetings can be held via video call or by phone. The signing meeting does require in-person attendance, as Massachusetts law requires your documents to be witnessed and notarized.

Get Started

Ready to protect what matters most?

Most families put off estate planning for years. The good news: it doesn't have to be complicated. We'll guide you through every step with clarity and care — on a schedule that works for you.

Schedule Your Discovery Call

Or call us directly at 781-474-3450

What to expect
in your first call

A 15-minute no-obligation conversation
We'll discuss your family situation and goals
You'll understand which type of plan fits you best
We'll explain flat-fee pricing with no surprises
No preparation needed — just show up