Estate Planning
The Family Estate & Legacy Program®is our trademarked seven-step estate planning process personalized just for you.
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.
Estate Plan Deficiencies
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Our Team of Qualified Wills, Trusts & Estates Attorneys
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 SchiavoClient Success Stories
“I wish to express my appreciation and gratitude for all your help. It’s a relief to be able to have complete confidence and trust in a person and I benefit from the added bonus of your ability to relieve my anxiety.”
-Laura A.
“Marco was wonderful in a full range of estate planning for me. Initially, I contacted him to set up 2 trusts but quickly realized with his clear, concise explanation that there were more components to estate planning that needed to be addressed. He grasped quickly what was important to me and listened respectfully.”
-Sheila F.
“Kenneth has a warm and an understanding approach. He explains all my questions with time and respect. My wife and I are so pleased to have Kenneth as our lawyer.”
Bruce G. (Medford, MA).
Client Testimonial- Michael and Jennifer C.
Client Testimonial- Michael I. and Kristin C.
Client Testimonial- Christopher and Julie P.
“My wife and I engaged Marco Schiavo’s services to advise us on estate planning and to draft the necessary trust documents. Marco took the time, over several working sessions, to learn our somewhat complex personal and business situation and proposed various options to assure that our estate distribution would be fair and at minimal tax consequences. He is experienced knowledgeable, professional, incredibly patient and kind. I highly recommend him. “
-Julius P.
“My brother, who is an attorney, highly recommended Marco to help us implement our estate plan and we weren’t disappointed. Marco is highly knowledgeable and personable. He did an outstanding job asking us about those sensitive areas that all families have. My wife and I were very comfortable speaking with him about our concerns and wishes for our children and other family members. The end product was professionally done and thorough. My wife and I feel confident that our loved ones will be well taken care of as a result of working with Marco. “
-Alfonso P.
“We hired Marco Schiavo based on a recommendation from another attorney and we couldn’t be happier. Marco helped us establish wills, a family trust, an ILIT (which I hadn’t heard of before meeting Marco!), healthcare proxies, etc. … everything we need to have peace of mind with our estate/tax planning. He and his colleague Christine were tremendously helpful, easy to work with and very accommodating (he even came out to our house for meetings). We would highly recommend Marco and his team. “
-Hilary M.