Welcome to Protecting Your Wealth Law Scheduling!
We are attorneys practicing in the areas of estate planning, estate administration, elder law, and long-term care planning.
We believe in the importance of providing your family with the tools and support necessary to Protect Your Wealth during life’s transitions to ensure your wishes are fulfilled.
If your mobility is limited, we recommend traveling to the Norwell location as the parking and entrance to the building is easier. We also offer Saturday morning appointments in Norwell on request. Just call us at 617-965-7995.
Online Scheduling
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| Service: | Select a service to schedule an appointment. - Free 2 Hour Consultation for Estate Planning
Our free legal consultation includes a review of estate planning, a discussion of the questions you may have regarding the essential documents necessary to assist your family in times of transition, and a review of your existing legal documents. - Free 2 Hour Consultation for Estate Administration
Our free legal consultation includes a review
of existing estate planning, assets that may need estate or trust
administration to pass to a beneficiary, tax reporting requirements, important
legal steps to take in the first year after the loss of a loved one, and
discussion of the questions you may have regarding assisting your family in
times of transition. - Free 2 Hour Consultation for Nursing Care Planning
Our free legal consultation is for families with loved ones needing immediate nursing care or needing to transition from in-home care or assisted living to nursing care within 6 months. We will review and discuss the requirements for qualifying for MassHealth benefits to pay for long-term nursing care and the rules related to protecting exempt assets. - Home Visit $175
We understand that not all clients are able to travel to us. We provide our services at your location for an additional charge of $175. - Estate Plan Review and Signing
During this meeting, we will review a draft of the estate planning documents we have prepared for you, make changes as requested, and finalize your documents for signature. - Funding
We encourage every client to schedule regular funding meetings to assist in connecting assets to the estate plan. - Going to College Package
For our client's children who are over the age of 18 and not yet married, we offer to prepare a package of just the essentials for this age group including a Durable Power of Attorney and Health Care Proxy to allow them to give permission to a loved one to act as their backup to make financial and health care decisions. - 1 Hour Office Consultation
We are happy to meet with existing clients at any time to review planning, answer questions and discuss changes that may impact planning. - 30 Minute Annual Review
We encourage all existing clients to review their planning every year at a free annual review. - Telephone Conference
To eliminate telephone tag, we encourage clients and professionals to schedule a telephone conference for matters best discussed over the phone. - Free Bi-Annual Update of Power of Attorney and Health Care Proxy
We offer all of our existing clients a free bi-annual update of their Durable Power of Attorney and Health Care Proxy to ensure that you have the tools you need during life's transitions. - Lunch and Learn
We offer a free lunch and learn at your place of business to discuss the basics of estate planning. There is a 10 person attendance requirement and we are happy to provide the informational flyer to announce the lunch and learn to employees. - Professional Network Meeting
We provide a holistic approach to planning and encourage other professionals in complimentary practices and services to schedule time to meet with us to share knowledge and broaden our ability to network services for our clients.
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5 Assinippi Ave, Norwell, Massachusetts, 02061
