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Get a Will & Trust Planning Quote

Tell us about your family,
we’ll tell you what it takes.

Most people arrive here not knowing whether they need a will, a trust, or just to get the paperwork in order. The questions below are the ones we’d ask across the desk. Answer what you can, skip what you can’t, and we’ll come back with a plain-language recommendation and a flat fee.

Confidential, and no obligation. What you write here goes straight to David and no one else. It stays confidential whether or not you ever hire us, and nothing you send commits you to anything — a quote is a number, not a contract. Prefer to say it out loud instead? Call 978-957-6997.
Step 01 Are you married? Massachusetts gives a surviving spouse rights whether or not a will says so, and couples often plan together. It changes what we recommend.
Are you planning together?
Couples are usually quoted as a pair, which costs less than two separate plans.
Step 02 Do you have children?
Are any of them under 18?
Naming a guardian is the single most important reason parents of young children write a will. It is fine not to have an answer yet.
Optional. These are the details that change what we’d draft.
Step 03 Do you own real estate? A home is usually the reason a plan needs more than a simple will — and property in another state is what most often sends a family through two probates.
Is any of it in your name alone?
“Not sure” is a perfectly normal answer — we can pull the deed.
Step 04 Who would carry out your wishes? Your personal representative — what used to be called the executor — is the person who settles everything after you’re gone. It should be someone organized and even-handed, not necessarily your oldest child.
Do you have someone in mind?
Optional — but naming a backup saves a trip to the probate court later.
Step 05 What brings you here? Pick whatever fits. Most people check more than one.
What’s prompting this now?
Do you already have any of these?
There is no wrong answer here, and nothing you write locks you into anything.
Last step Where to send the quote
How would you rather be reached?

Everything you send here is treated as confidential, whether or not you become a client. Sending this form does not create an attorney–client relationship, and a quote is not an engagement — you are under no obligation to hire us. General information on this site about Massachusetts law is not legal advice and is no substitute for talking through your own circumstances with an attorney.