Building client relationships on trust
Trusts are legal documents created to accomplish certain family, tax, and other financial objectives. Trusts tailor-made to individuals' and families' long-term goals are part of a comprehensive estate plan in many, but not all, cases.
To schedule a thoughtful consultation on topics such as the usefulness and appropriateness of a living trust or other estate planning document, contact Samuel, Sayward & Baler LLC in Dedham, Massachusetts, by phone or e-mail.
Our experienced estate planning attorneys devote skills and knowledge—gained through more than twenty years of experience—to each client's needs. We prepare customized revocable and irrevocable living trusts in accordance with clients' wishes and goals. Our clients' goals are our mandate: probate avoidance, reduction of estate taxes, safeguarding and management of assets for minors or others, and protection of persons with disabilities through living trusts.
After a thorough needs assessment and creation of a living trust or other type of trust, our lawyers prepare trust funding memos (when appropriate), which provide instructions on how to fund trusts. Our paralegals are ready to assist with living trust funding if you wish.
When the time comes to transfer assets, we will assist with trust administration, as well as handling probate administration as needed.
The estate planning lawyers of Samuel, Sayward & Baler LLC are known for our responsiveness to clients, and for the painstaking level of service that we deliver. Our estate planning lawyers offer the knowledge and experience that our clients expect of a major Boston law firm, but in a suburban location and with an emphasis on personal attention and customization of estate planning services.
