Business Details
29 Years
experience
Trusted Estate Planning & Probate Lawyers in Westborough, MA
For nearly three decades, the Socius Law Firm has dedicated itself to building enduring lawyer-for-life relationships with clients while delivering exceptional legal services. Founded in 1997, our firm prioritizes understanding client needs, fostering close relationships, and providing results-driven expertise in estate planning, probate, and business law. Our commitment to transparency, no hidden fees, and a client-centric approach ensures tailored solutions for individuals, families, and small businesses across Massachusetts.With a unique 6-step estate planning process, we guide clients through informed decision-making to protect their assets and legacy. Our annual complimentary reviews and virtual planning options reflect our dedication to accessibility and long-term client support. Recognized for our expertise and compassionate service, we serve Worcester County, MetroWest Boston, and surrounding communities.
Services
Estate Planning
Probate
Business Law
Trust Administration
Wills
Living Trusts
Business Formation
Business Succession
Incapacity Planning
Asset Protection
Details
- Year established: 1997
Highlights and features
- We offer over 30 years of experience in estate planning and business law.
- Our client-focused approach builds lifelong relationships and tailored solutions.
- We provide comprehensive legal services with no hidden fees.
- Our annual complimentary estate plan reviews ensure ongoing relevance.
- We deliver virtual estate planning for added convenience and accessibility.
What people say
Exceptional attorney
Patient and understanding
Comprehensive legal solutions
No hidden fees
Lifelong client relationships
Services
Estate Planning
Our estate planning services ensure your assets and loved ones are protected through customized wills, trusts, and incapacity plans. We guide clients through tax-efficient strategies, asset protection, and legacy planning, emphasizing clarity and control. With a focus on personalized solutions, we help families navigate complex legal frameworks to secure their future.
Probate
We assist executors and beneficiaries in navigating Massachusetts probate processes, ensuring efficient estate administration and dispute resolution. Our team handles asset distribution, debt settlement, and court compliance, minimizing delays and costs. Compassionate support is provided during challenging transitions, maintaining client trust and legal integrity.
Business Law
From formation to succession planning, we offer strategic legal counsel for small and midsize businesses. Services include contract drafting, entity selection, and dispute resolution, tailored to foster growth and mitigate risks. Our proactive approach ensures businesses remain compliant and prepared for long-term success.
Trust Administration
Post-death trust administration involves managing asset distributions, tax filings, and beneficiary communications. We streamline this process to honor the grantor's intentions while adhering to legal requirements. Our meticulous attention to detail ensures smooth transitions and minimizes administrative burdens for trustees.
Wills
We create legally sound wills that reflect your wishes for asset distribution and guardianship of minors. Our process emphasizes clarity and compliance, avoiding common pitfalls that lead to disputes. Clients receive guidance on integrating wills into broader estate plans for comprehensive protection.
People
Todd Rosenfield
Attorney and Founder
Todd Rosenfield founded Socius Law Firm in 1997, specializing in estate planning, probate, and business law. With over 30 years of experience, he prioritizes client relationships and transparent legal solutions. His expertise in complex estate and business matters has earned recognition from satisfied clients and peers.
Questions
What is estate planning, and why is it important?
Estate planning ensures your assets and loved ones are protected through legal documents like wills and trusts. It prevents court disputes, minimizes taxes, and provides clarity for your family's future.
How does probate work in Massachusetts?
Probate in Massachusetts involves validating a will, settling debts, and distributing assets under court supervision. Our firm guides executors through this process efficiently and compassionately.
What services does your business law practice cover?
We assist with business formation, contracts, succession planning, and dispute resolution, ensuring legal compliance and strategic growth for small and midsize businesses.
Do you offer virtual estate planning consultations?
Yes, we provide virtual estate planning options for convenience, allowing clients to complete consultations and document reviews remotely without compromising service quality.
How often should I update my estate plan?
We recommend reviewing your estate plan every 3-5 years or after major life events like marriage, divorce, or significant asset changes to ensure it remains current and effective.
