Making it easy to plan your life
Estate planning services at the Dedham, Massachusetts, law offices of Samuel, Sayward & Baler LLC begin with an initial consultation. Comprehensive estate planning includes at least wills, powers of attorney, and health care proxies, and for some, trusts and other more complex planning tools. After an informative introduction to the subject of estate planning, we move to an individualized assessment of each client's needs. On the basis of a thoughtful needs assessment, we are able to provide written flat fee quotes in most cases. (Certain unusual, complex, or ongoing situations may call for hourly fees.)
To schedule an initial consultation covering such topics as trusts and estate tax planning, contact Boston area lawyers at Samuel, Sayward & Baler LLC by phone or e-mail.
Once you bring your estate planning needs and goals to the experienced attorneys of Samuel, Sayward & Baler LLC, we take you step-by-step from intake to needs assessment to drafting of documents and implementation of your estate plan.
Prior to your initial consultation, we will send an intake form to collect information in advance and make our consultation as productive as possible, from the time of the first meeting until the estate plan is ready to be implemented.
Throughout our comprehensive, personalized estate planning process, we explain complex concepts in plain language. As the individualized estate plan takes shape, we draft documents for your review to ensure the documents express your wishes.
Diligent follow-through is one of the stand-out features of the estate planning services of Samuel, Sayward & Baler LLC. We assist with all aspects of the implementation of estate plans—for example, by helping clients fund trusts and change life insurance ownership and beneficiary designations. We work as a team with other professional advisors as necessary, to coordinate estate tax planning and investment strategies with your overall estate plan.
We provide you with a binder of your estate plan documents when the initial planning phase is complete, along with copies for other key people if you wish. We contact you annually to remind you to review your plan and contact us if additional estate tax planning or other appropriate updates are desired.
To discuss your estate planning objectives with an experienced and dedicated Massachusetts estate planning lawyer, contact Samuel, Sayward & Baler LLC.
