ESTATE PLANNING

The Family Estate & Legacy Program®is our trademarked seven-step estate planning process personalized just for you.

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Click on each icon below to learn more about the seven steps in our customizable estate planning process.

For us, estate planning and administration is not about the documents. It’s about the process of learning and understanding each client’s unique needs and goals, and then creating a personalized estate plan to meet them. Working together with you to build your plan, we’ll delve into the most important issues affecting you and your loved ones, to make sure all your needs are covered with the best available tools. 

Trusted Estate Planning Attorneys In Woburn, MA
As trusted advisors, our primary goal is to provide you with confidence, comfort and clarity—both in your initial planning and as you continue to face important decisions over the years. That’s why our client relationships don’t end when the documents are signed. Through our ongoing Client Care Program, we’ll help you navigate the ever-changing world of legal, tax and financial requirements, to keep your estate plan up to date and your assets protected. Our complete seven-step estate planning process takes you from where you are today to where you need to be, now and into the future.

It all starts with a conversation.

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr - Wills,Trusts,Estates Attorney at Elder Law Firm In Woburn MA 02801

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

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Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo
Marco A. Schiavo -Wills,Trusts,Estates Attorney at Elder Law Firm In Woburn MA 02801

Our Team of Qualified Wills, Trusts & Estates Attorneys

Kenneth J. Simmons, Jr - Wills,Trusts,Estates Attorney at Elder Law Firm In Woburn MA 02801

Kenneth J. Simmons, Jr.

Your Goals.  Your Plan.  I think these four words really capture the key principals that our practice is built on, which are:  a) That every client has unique goals, dreams and concerns; b) That there is no such thing as a “one size fits all” solution when it comes to estate planning; c) that our most important job is to listen to and learn from our clients to understand what they want their estate plan to accomplish.  It is through this learning process that we can then create a customized estate plan designed to meet the personalized goals of each and every client.” 

Learn More about Attorney Simmons
Marco A. Schiavo -Wills,Trusts,Estates Attorney at Elder Law Firm In Woburn MA 02801

Marco A. Schiavo

“I believe that 95% of our job is listening.  Our firm’s objective is to address all of our clients’ concerns and accomplish their goals by providing a personalized estate plan designed to fit their specific needs which includes preserving the wealth that they have accumulated throughout the years. We believe firmly that estate planning is not a one-time event. As life changes, the plan should change with it.  We believe in developing lifelong relationships with our clients so that they see us as not just advisors, but also as trusted friends.” 

Learn More about Attorney Schiavo