Business Details
29 Years
experience
Your Trusted Partner for Estate & Business Law Solutions
For nearly three decades, we have been dedicated to establishing lawyer-for-life relationships with our clients and providing exceptional legal services. Our practice focuses on estate planning, probate, and business law, serving individuals, families, and small businesses throughout Massachusetts. We prioritize personalized solutions tailored to each client's unique needs, ensuring a comprehensive approach to legal challenges.Our commitment to transparency, no hidden fees, and lifelong client relationships sets us apart. We offer a structured six-step estate planning process designed to provide peace of mind, with ongoing support including complimentary reviews every three years. Our team combines extensive experience with a client-centric philosophy, emphasizing clear communication and education throughout every legal matter.
Services
Estate Planning
Probate Attorney
Business Law
Trust Administration
Business Formation
Incapacity Planning
Kids Safeguard Planning
Business Succession Planning
Tax Planning
Document Preparation
Details
- Year established: 1997
Highlights and features
- We offer over 30 years of specialized experience in estate planning and business law
- Our six-step planning process ensures comprehensive, personalized legal solutions
- We provide transparent flat-fee pricing with no hidden costs
- We maintain lifelong client relationships with ongoing plan reviews
- Our team combines legal expertise with compassionate, personalized service
What people say
Exceptional service
Highly recommend
Patient and understanding
Thorough explanations
Peace of mind
Services
Estate Planning
Our comprehensive estate planning services create customized blueprints for asset management during life and after death. We help clients establish wills, trusts, and advanced directives that ensure their wishes are honored while minimizing tax liabilities. Our six-step process includes detailed consultations, document creation, and implementation guidance. We specialize in protecting families, planning for incapacity, and ensuring smooth asset transitions without court intervention.
Probate Attorney
We guide executors and beneficiaries through Massachusetts probate processes with expert legal support. Our services include estate administration, asset distribution, tax filing, and dispute resolution. We help clients understand when probate is necessary and work to minimize costs and delays. Our team represents clients in formal and informal probate proceedings while maintaining compassionate support during difficult times.
Business Law
Our business law practice supports companies from formation through succession planning. We assist with entity selection, contract drafting, and corporate governance while providing ongoing legal counsel. Services include business formation documents, contract review, and strategic growth planning. We specialize in helping small to midsize businesses establish legal foundations and plan for long-term success.
Trust Administration
We provide complete trust administration services following a grantor's death. Our support includes asset inventory, tax compliance, beneficiary communications, and distribution management. We help trustees understand their fiduciary duties while handling complex administrative tasks. Our goal is to ensure smooth trust transitions while maintaining legal compliance and protecting all parties' interests.
Business Formation
We help entrepreneurs establish appropriate business structures including LLCs, corporations, and partnerships. Our services cover entity selection, document preparation, and registration processes. We provide ongoing counseling about tax implications, liability protection, and operational requirements. Our goal is to create solid legal foundations that support each business's unique growth trajectory and ownership structure.
People
Todd Rosenfield
Attorney and Founder
Todd Rosenfield has practiced estate and business law for over 30 years in Massachusetts. He founded Socius Law Firm in 1997 to create lasting client relationships through personalized legal solutions. His expertise includes complex estate planning, probate matters, and business law. Todd emphasizes clear communication and practical advice tailored to each client's needs.
Questions
What estate planning documents do I really need?
Every comprehensive estate plan should include a revocable living trust, will, financial power of attorney, healthcare proxy, and living will. Our six-step process ensures all necessary documents work together to meet your specific goals.
How does your firm handle probate cases?
We guide executors through Massachusetts probate processes while minimizing costs and delays. Our services include court filings, asset distribution, tax compliance, and dispute resolution with compassionate support throughout the process.
What business entity should I choose?
We help clients evaluate options including LLCs, S-Corporations, and partnerships based on liability protection, tax implications, and business goals. Our guidance considers both immediate needs and long-term growth plans.
Do I need an attorney to create a trust?
Yes, professional guidance ensures proper trust creation and funding. We provide comprehensive services including asset transfer instructions and ongoing maintenance guidance to ensure your trust works effectively when needed.
How often should I update my estate plan?
We recommend reviews every three years or after major life events. Our clients receive complimentary reviews to ensure plans remain current with changing circumstances and legal requirements.
