Living Trusts & Estate Planning in Massachusetts

A trust can be a powerful way to avoid probate, control how your assets are passed on, and keep things simple for your family. We help individuals and couples across New Bedford, Brockton, Fall River & Cape Cod create trusts that meet their goals—without overcomplicating things.

What Is a Trust?

A Legal Tool to Manage Assets Now & After Death


A trust lets you transfer property into a legal structure managed by a trustee—usually yourself while you’re living. When you pass away, the trust distributes your assets according to your instructions, often without   probate.


Common benefits of a trust:


  • Avoiding the probate process
  • Keeping your estate private
  • Managing assets for minor children or family members with disabilities
  • Providing for blended families or second marriages
  • Protecting assets from certain creditors or spendthrift heirs

We’ll explain whether a trust makes sense for your situation—and if so, how to keep it simple.

Types of Trusts We Create

 We focus on the most common and practical trust types:

  • Revocable Living Trusts – You stay in control and can update or revoke it at any time

  • Irrevocable Trusts – Often used for asset protection or Medicaid planning

  • Trusts for Minor Children – Hold assets until children reach a certain age

  • Special Needs Trusts – Protect benefits for disabled family members

  • Testamentary Trusts – Built into a will and take effect after death

Not sure what you need? We’ll explain the pros and cons in plain terms.

How the Process Works

A black arrow pointing to the right on a white background.
Consultation

We’ll discuss your goals & explain options

A black arrow pointing to the right on a white background.
drafting

We prepare a customized trust based on your needs

A black arrow pointing to the right on a white background.
Funding

We guide you through re-titling assets into the trust

A black arrow pointing to the right on a white background.
Follow up

We review how to maintain your trust & keep it valid

We also draft companion documents like pour-over wills, powers of attorney & healthcare directives.

Trusts vs. Wills

You Might Want Both


A will still matters—even if you have a trust. But trusts offer some advantages:

Feature Will Trust
Goes through probate? Yes No
Public record? Yes No
Immediate access after death? No Yes
Manages assets while alive? No Yes (if desired)

We’ll help you decide whether a trust complements your will—or replaces some of its functions.

Common Questions

FAQs About Trusts in Massachusetts

  • Does a trust avoid probate?

    Yes—as long as your assets are properly placed into the trust. That’s called “funding” the trust, and we’ll walk you through it.

  • Do I still need a will?

    Yes. A will can handle anything not in your trust and name guardians for children. We usually prepare both together.

  • How much does a trust cost?

    Less than you'd think—especially compared to what probate costs your family. We offer flat-rate packages based on your situation.

  • Can I change a living trust later?

    If it's revocable (most are), yes. You can amend or revoke it any time while you're alive and competent.

  • Does a trust protect assets from nursing home costs?

    Not always. Only certain irrevocable trusts help with long-term care planning. We’ll explain those options if that’s your goal.

Make Your Plan Work Now & Later

We’ll Help You Create a Trust That Makes Sense
If you're ready to protect your legacy, avoid probate, or support loved ones with clear instructions—we’re ready to help.


Call: 774-205-1984
Or use our Contact Form →