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Estate Planning

Estate Planning is a critical component of how you want to protect your assets and dictate your final wishes for the property you have accumulated throughout your lifetime.  If you do not have your wishes spelled out in a legal document, your estate and all of your assets could be considered intestate which simply means you have not left any instructions on how your assets should be distributed upon your death.  Just as important as the instructions on what to do with your assets after you have passed on is in setting up how you want your assets protected while you are alive.  This includes trusts, medical directives and a wide variety of other instructions you should have in legal form to insure your wishes are carried out and decisions are made  in your best interests.

Lund Ross, P.A. can help you form your wishes into the properly prepared legal documents you need to carry out those wishes. The following is a partial list of the types of estate planning we handle.  If you do not see your issue in this list or wish to contact us with a question, please use the contact form found below.  If you wish to get started, please request our estate planning questionnaire. 

  • Probate
  • Wills
  • Trusts
  • Guardianship & Conservatorship
  • Powers of Attorney
  • Health Care Directives
  • MA Lien Estate Recovery
  • Transfer of Property
  • Transfer on Death Deeds
  • Real Estate Transfers
  • MA Lien/Estate Recovery

Please click on this link to download a copy of our Estate Planning Questionnaire.