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Central Massachusetts Probate Attorney

Lost a Loved One and Need a Massachusetts Estate Administration Attorney That Can Help You Settle Their Estate Efficiently and Lift the Stress and Burden of This Complex and Intimidating Process From Your Shoulders?

We Know We’re Not The Only Probate Lawyer In Massachusetts, And We Know You May Be Searching For The Right Attorney To Help You. We’re Different. For Decades We Have Successfully Handled A Lot Of Probate Cases, Probably Similar To Yours. We Do Not Complicate Plans For Extra Billing, Really Care, And Keep Our Focus On The Best Interests Of You & Your Family. Here At The Law Office of Polly Tatum, We Put Families First From Birth To Death.

Why Choose The Law Office of Polly Tatum for your Probate Case?

  • Highly Reviewed & Rated – Highly rated with 100 + reviews on Google, as well as a Superb 10.0, 5 out of 5 stars on respected legal site AVVO.
  • No Obligation Strategy Session – There is no pressure to retain us after your first strategy session. We look forward to working with you if/when you are ready.
  • Simple Fixed Pricing – While our Estate Plans are not “Cookie-Cutter” our pricing plans are. You will typically know the cost upfront.
  • ​​We Guide You Through The Process – We offer seminars and webinars. We take the guesswork out of how to maintain YOUR plan.
  • ​Experienced Estate Attorney – With 24+ years of combined experience, Attorney Polly Tatum holds an Advanced Law degree surrounding Elder Law.
  • Virtual & In-Person Appointments Available – We make ourselves available to you in person, and online for your convenience.
  • Structured Planning Format – From the moment you call us, to our final meeting we call the “Signing Ceremony”, we take the guesswork out of your plan. We guide you through the entire process from start to finish.

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Why Clients Hire Us for Probate (Estate Administration)

People come to us when one or more of these apply to their lives. How many can we help you with?

  • Reduce Your Stress
    Why guess, or hope you are not doing things incorrectly? We know the process, and we often carry the burden, so you do not have to worry throughout the process.
  • Your Reputation Can Be at Stake
    If you were named the executor, you have a duty to act in the estate’s and heirs’ best interest. If you fail in your duty, don’t pay taxes when due, or forget to keep heirs informed, you can be liable personally. An attorney ensures you do things properly.
  • ​Savings and Speed
    Minimizes court supervision of the executor and saves money by reducing or eliminating amounts the deceased owes creditors. Expedites the sale of real and personal property and saves legal fees for the court to confirm the sale. It is not uncommon that the investment in a Probate attorney more than pays for itself, and the estate ends up actually having more money than it otherwise would have.
  • When Estate Assets are Complicated
    Certain assets such as real estate, art, or a business can create complications or additional steps like obtaining appraisals and protecting and insuring the asset. We have handled many of these situations in the past to help maximize what the heirs received.
  • If You Don’t Know the Laws or Paperwork
    Probate laws, and the forms used, are written in a detailed and hard-to-understand language. Many things in Probate are not intuitive. Also, they must be achieved in a particular order. Failure to properly and timely accomplish tasks could cause you to be liable personally or, at a minimum, cause delays.
  • To Avoid or Minimize Family Disputes
    Family members may simply disagree on how to handle inherited property. These issues are often minimized or avoided altogether when a lawyer is involved.
  • ​For Protection
    As your Attorney, we help protect the executor from personal liability for paying the debts and taxes of the deceased.
  • ​Allows You to Focus on Your Family and Job
    If you have little free time, getting help from a law firm saves you time.

What Our Clients Are Saying

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We can help with the following Probate matters:

  • Representation of personal representative and/or beneficiaries
  • Preparing, filing and recording required legal documents
  • Distributing assets to estate beneficiaries
  • Assisting with disputes among beneficiaries
  • Settling cases where there is no will
  • Obtaining appraisals
  • Working with accountants and financial advisors
  • Directing in retitling assets
  • Following all legal deadlines

Nothing is more difficult than losing a loved one. Immediately afterward, no worse time exists to navigate the legal, financial, and tax complexities of Probate and estate administration. We understand and know how emotional and stressful this can be. We help you honor your loved one’s wishes and settle their estate properly and efficiently.

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Actual Words Clients Have Used to Describe Us & Their Experience:

“Polly can teach you how to protect yourself and your family now and for the future,” Attentive, ethical, patient, and thoroughly professional,” “Her personalized approach ensures that you feel valued and properly represented throughout your legal journey,” “appreciate her compassion and insight in navigating tricky family situations,” “She developed an in depth understanding of what we needed to insure coverage of our estate,” “Her approach was not only professional but also personable, making the process feel much smoother,” “If you need factual, dependable and top level support, you are in good hands with the Law office of Polly Tatum,” “As a young family with a puppy and a new baby, we know the importance of estate planning – we are working with the team at the Law Office of Polly Tatum to protect our family and know we are in excellent hands,” “he asks questions I never even considered so that she can make the best plan for my family,” “She is a great combination of warm personality and keen expertise.”

If these are the things you are looking for in an Attorney to help protect your family and your legacy, contact our offices today!

Do You Guide Executors Through Administering the Estate?

Yes! Executors partner with The Law Office of Polly Tatum to make the Estate Administration as easy as possible. Our team prepares and files the documents. Your Attorney will handle the Inheritance Tax Return for you.

We are here to take the legal burden off of your shoulders. Just because you were named as the Executor doesn’t mean you have to do it by yourself.

When you work with The Law Office of Polly Tatum, we don’t tell you what to do next…we do it for you.

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Probate FAQ

I thought a will avoided probate, why do you say this needs to go through probate?

Unfortunately, wills don’t avoid probate – wills guarantee probate. Fortunately, our team handles probate almost daily and provides you with a streamlined experience. We guide you every step of the way and make it as easy as possible for you.

My parents lived in Massachusetts, but I’m out of state, is that a problem?

It isn’t a problem at all. Many of our clients are in the same situation. Nearly all counties require you to attend probate in person. Provided you can make one trip to Massachusetts, we can get it all handled. Had it been in a trust, travel could have been avoided altogether. Once probated, everything we do can be done virtually or through the mail.

I started the estate myself and now I’m stuck, can you help?

We absolutely can! Many people attempt to do this alone and are quickly confused when trying to interpret the statutes. During our discovery call, we will understand what you have accomplished so that we can build a custom proposal with the steps going forward.

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Professional Associations

Our Location

We help families in Central Massachusetts when they need to handle issues or an estate for a family member within the state.

Locally families seek our help from Worcester, Plymouth, Middlesex, Hampden, Norfolk, and Essex counties.

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