Estate Planning Basics

What happens when you’re ready to do Estate Planning?

Bridget Murray

Bridget Murray 978-473-1631

Our first meeting includes collecting information about your assets and liabilities, as well as information about your family and others you wish to provide for. After our initial meeting, we will draft a set of documents for your review. After any necessary changes are made, we’ll meet to execute your documents.

How much will it cost?

Costs depend on what you need and how complex your situation is.  We’ll talk about the different types of planning you might need and how much this will cost as part of your initial conference.

How long will it take?

Our initial meeting will take about an hour and the document signing conference takes about half an hour. The complexity of your situation determines how long it will take to prepare your documents.

Where are you, and what if I can’t get there?

The office is located at 85 Eastern Avenue in Gloucester, Massachusetts.  The Para Research Building is an old school building with beautiful offices, plenty of parking, and best of all, an elevator.  If you have trouble getting to the office during regular office hours, call and see if we can arrange either a house call or an after hours meeting.  Flexibility is important to us and to our clients — let us know how we can help you!