Worcester Trust & Will Creation Attorney
Looking for the Right Worcester County Lawyer for Will / Trust Creation to Help You Plan For The Future, Protect Your Legacy, Preserve Your Wealth, Ensure Your Wishes Are Fulfilled, and Avoid Future Hassles for You and Your Loved Ones – With Simple Fixed Pricing So There Are No Surprise Fees?
We Know We’re Not The Only Will or Trust Creation 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 Will and Trust Situations, 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 Pet Trust Creation?
- 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 Wills and Trusts 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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Call (508) 795-1557(508) 795-1557 or fill out the short form below. We will usually respond within 1 business day but often do so the same day. Don’t hesitate, your questions are welcome.
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Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557 or Fill Out The Form.
What is the difference between a Will and a Trust?
The terms Will and Trust are sometimes used interchangeably. However, this is not correct. There are some differences between the two.
A Will is a legal document outlining an individual’s final wishes. This can include how they want their personal affairs to be handled, including burial arrangements, etc., along with how they want their property to be distributed.
A Trust, on the other hand, is a financial instrument that allows the trustor to transfer their assets under the management of a third party, also known as the trustee. Depending on the type of trust, it may offer significant protection from creditors and other suits against the estate.
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557 or Fill Out The Form.
How Many of These Life Situations and Goals for a Trust Apply to You?
- I do not want the state to take my money when I die
- I have a blended family/2nd marriage
- Asset protection concerns
- I have real estate outside of Massachusetts
- High net worth/wealth preservation
- Children/beneficiaries need protection from themselves, e.g., frivolous spending, bad marriage/ex-spouse, creditors, litigation, etc.
- I want to transfer my business to the next generation
- I want to avoid probate court or minimize probate
- I do not want my son/daughter-in-law to get their hands on my child’s inheritance
- I moved to Massachusetts and want to update my trust to MA law
- Estate tax concerns
- I have a special needs child
- Provide for a pet
- I have charitable interests
There are many types of trusts to choose from in Massachusetts, including Living, Testamentary, Revocable, and Irrevocable. Contact us today to craft a document that works best for your situation.
Reasons To Create Or Update A Last Or Living Will:
- Do not have a last will or living will
- Have minor children
- Have a DIY/form-generated will and want to upgrade to a more robust document
- Moved to Massachusetts and want to update your will to comply with MA law
- You and/or your spouse are “getting up there in years”
- Have a blended family / 2nd marriage
- Recent illness or adverse medical diagnosis
- Want to transfer your business to the next generation
- Going on vacation or an extended trip
- Having surgery
- Have a special needs child
- Pending divorce
- Want to leave an inheritance to a spouse, children, or loved ones
- Want to support charitable interests
If you wish to update your Will or Trust, you may create a codicil. This is an amendment to the original document that must be drafted, witnessed, and signed in the same manner as the original. You may also create a new Will or Trust that reflects your current needs.
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557 or Fill Out The Form.
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!
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557 or Fill Out The Form.
It’s Always Best to be Proactive Rather Than Reactive
As we age, there are numerous things to consider, not only for ourselves but our families. By planning today, we can ensure things are easier for ourselves and our families in the future. Don’t let everything you’ve worked for just slip away due to a lack of proper planning. Invest the time now to learn your options by speaking with our Massachusetts elder law attorney and making the choices that protect your legacy.
Schedule Your Strategy Session
Call (508) 795-1557(508) 795-1557 or Fill Out The Form.
Professional Associations
Our Location
We help families locally within or near the Worcester area when they need to handle issues or an estate for a family member within the state.
Locally families seek our help from Cordaville, Lunenburg, Sturbridge, Brooklyn, Northborough, Upton, Hopedale, Westborough, S. Lancaster, S. Ashburnham, Petersham, Rutland, East Douglas, E. Brookfield, N. Brookfield, and throughout Worcester County.
