Step 1 of 6

  • Personal Information

  • Date Format: MM slash DD slash YYYY
  • Date Format: MM slash DD slash YYYY
  • Children and/or Other Family Members or Beneficiaries

  • NameAddressPhone / EmailD.O.B.Relationship 
  • Important Family Questions


  • Do you have a will, trust, or other estate planning document?
  • Do you or any of your children or other beneficiaries have disabilities, serious health problems or other special needs?
  • Do you own a business?
  • Do you own a long-term care (nursing home) insurance policy?
  • Are you currently the beneficiary of anyone else's trust?

COULD YOU BENEFIT FROM A REVOCABLE LIVING TRUST?

Take our quiz and see your results.
TAKE OUR QUIZ

MEDICAID PLANNING FACTS

Learn the key facts and steps to better protect your assets.
READ MORE

SouthCoast Estate Planning BLOG

Life Estate Deeds in Massachusetts: The Pros and Cons

Many Massachusetts homeowners use “life estate” deeds for different reasons. Some use them as a general estate planning tool. Others frequently use them as a way to “keep the nursing home from getting their house.” In this post, we’ll talk…

3 Legal Safeguards to Protect Your Child with Special Needs

April is National Autism Awareness Month in the United States. It’s a time of year that is dedicated to educating the public about the special needs and challenges facing those individuals living within the autism spectrum disorders (“ASDs”). ASDs are…