ESTATE PLANNING & TITLE AND ESCROW
About Us
Since its founding in 1994, Legacy Counsellors, P.C. has focused solely on helping families create a lasting legacy.
Estate Planning
We understand that your loved ones are important to you, and we want to help you provide for them even after you are gone through proper estate planning measures. Because you want to make sure your future heirs receive as much of your estate as quickly as possible, it is important that you enlist the legal guidance of a probate and estate planning lawyer to help you with effective strategies to avoid probate and reduce estate taxes.
Our legal team prides itself on listening to clients’ goals and then creating unique estate plans that help to accomplish their desires. We also make sure that your plans are actually executed should you become incapacitated or pass away. Our attorneys are knowledgeable about many planning techniques and can help you and your family preserve and protect your assets. We also provide counsel to business owners to enable them to pass family-owned businesses to their children and grandchildren.
We know that talking about death and aging is never easy, but it is important to make plans for possible nursing homes and Medicaid care. In addition to creating a plan for your unique goals for the future, we work to protect your assets from taxes and creditors so you can preserve and even enhance your Financial Legacy. If you are currently serving as a personal representative, our firm can efficiently guide you through the probate and estate administration process.
We offer seminars to our clients, including continuing education courses, which can teach you more about how to enhance your Financial Legacy.
Title and Escrow
Our title and escrow team represents parties involved in residential or commercial real estate transactions, including buyers, sellers, developers, contractors, landlords, banks, and other lending institutions. Whether you need legal guidance in purchasing your home, negotiating a commercial lease, addressing a residential landlord-tenant issue, handling a condominium lien or dispute, or reviewing a construction or remodeling contract, we work closely with you to provide quality legal services designed to protect your investment while avoiding undue costs and delays.
With 29 years of experience, we are here to assist you with all of your planning and real estate transactional needs. Contact us if you are interested in working with an experienced attorney. We have six office locations throughout Massachusetts and Connecticut, and we also offer a free case evaluation so you can learn more about the options available to you.
Our Core Values
These are the core values we at
Legacy Counsellors hold most
important to the success of our firm.
We strive to follow these values
and interact with each other and
our clients in accordance
with these values.
Collegiality and Respect
We work together as a team, not
individuals, sharing resources, knowledge,
and abilities. We bring a positive,
proactive attitude to the office every day.
We respect each other, our clients, and
co-professionals; and we are committed
to honesty, basic fairness, and respect
in our communications and
dealings with each other.
Diversity
At Legacy Counsellors, diversity and
inclusion are at the heart of who we are.
We recognize that diversity encompasses
multiple dimensions, such as race, ethnicity,
gender, sexual orientation, age, disability, religion, socioeconomic status, and more. By building
a community that fosters this profound sense
of belonging and empowerment, we ensure
that every voice is heard and that every
contribution is seen and valued. We strive
to adapt to these challenges and promote
equity and justice in our policies,
practices, and programs.
Balance
We believe in life/work balance.
We will continue to build a firm
that serves our clients and the
community, but at the same time
supports a superior quality
of life for all members
of the firm.
Profitability
We believe that service to our
clients, their families, and our
community provides a real and enduring
value. We know that we cannot serve
our clients or the community, nor invest
in ourselves, and our offer, unless we
remain financially healthy, and profitable.
We believe that all members of
our team contribute to the
profitability of our firm.
Ownership, Constant Improvement, & Personal Growth
All of us – shareholders and employees alike – take
ownership of the firm’s work and take pride in improving
the services we provide to our clients. We seek to do our
work more efficiently and effectively, so we can serve
more clients, and be more profitable as a firm, and as
a team. We strive to constantly improve ourselves
and our offer to our clients. We believe in the near
limitless capacity of the human spirit, and always
endeavor to support each other, our clients,
and our community through
personal and professional
growth.
Service Mindset
Whether serving the needs
of our clients, assisting a colleague,
or in service in our community, we
share a common focus of improving
the lives of others with our effort,
talents, skills, professionalism,
and “can-do” attitude.
Professionalism and Integrity
We constantly strive to increase and
improve our professionalism in all things:
competence; civility; ethics; integrity; respect
for the rule of law; respect for all people,
our profession, our clients and their families.
We will operate with honesty and integrity
in our dealings with each other,
co-professionals, our clients,
and their families.