The Trust and Estate Planning Calculator: an effective tool we create during your Discovery Meeting

Estate Planning begins when you schedule a Discovery Meeting. One of the tools we use during your Discovery Meeting is The Trust and Estate Planning Calculator.
I created versions of the Calculator for Single Individuals and for Married Couples. The Calculator gathers all of your information to create a current complete picture of your estate.
Vlue sof all assets and income that we list in the Calculator are totaled up, so we can discover the planning options for you to consider.
Following our meeting, you can access the calculating features of the Planning Calculator if you have the Adobe Acrobat program on your computer. You can view the Calculator data on your computer by downloading Adobe Reader for free if you don't already have it on your computer.

You can also download the Reader Ap for ipad, iphone or android to enable the program on your mobile device. You can print out your Estate Planning Template and your Power of Attorney Selection Checklist, and continue to use these tools in future years.
If you would like to become a client, please call me to schedule a Discovery Meeting.
I am licensed to practice law in Massachusetts and Connecticut. I limit my service area for estate planning, estate settlement and probate to Hampden County, Massachusetts and several towns in Northern Connecticut. If you live outside my service area, consult a professional in your local area to discuss the facts of your specific case. Small differences in law, regulations and practice can make a big difference in how each matter is handled in different States and jurisdictions.
You will find news and general information about legal issues in the Video Podcasts and articles on this website, and on my Elder Law website. Laws and regulations change frequently, so the information here may not include current legal developments. You can only use this website to learn about general information. The information here is not intended to be, and cannot be taken as legal advice. You can only get legal advice for your particular set of facts or circumstances by contacting and consulting with an attorney in your state or jurisdiction.

To help you find more information, my websites provide links to government agencies and other websites. I have no control over the other websites we link to. The links and content often change. I'm not responsible for accuracy of content on the other websites.

I have no attorney - client relationship with people who read my articles online or listen to our Video Podcasts. The creation of an attorney - client relationship requires direct, personal contact between you and me, and a written agreement that confirms that the attorney-client relationship is established.