Business Details
25 Years
experience
Emergency
services
Your Trusted Elder Law & Estate Planning Partner in Belmont, MA
Senior Solutions has served Greater Boston and Massachusetts for over 25 years, specializing in Elder Law and Estate Planning. Our team combines legal expertise with compassionate support, offering Medicaid Planning, Estate Planning, Guardianship, Probate, and Special Needs Planning services. We prioritize client-centered solutions, integrating legal knowledge with social work through our dedicated staff. Our attorneys have extensive experience in Probate Court, fiduciary roles, and advocacy for seniors, including solo seniors requiring specialized planning.We emphasize proactive preparation to honor clients' wishes while providing crisis navigation. Our practice includes flat-fee packages and transparent pricing, with a commitment to accessibility through remote consultations and educational resources like Kathy McNair's published guide for solo seniors.
Services
Medicaid Planning
Estate Planning
Guardianship
Probate
Special Needs Planning
Fiduciary Services
Solo Senior Planning
Trust Administration
Details
- Year established: 2001
Highlights and features
- We have over 25 years of experience in elder law and estate planning.
- Our team includes a dedicated social worker for holistic client support.
- We offer transparent pricing with flat-fee packages and hourly options.
- Our attorneys serve as fiduciaries and have Probate Court expertise.
- We provide specialized planning for solo seniors through our Aging Allies Program.
What people say
Calmed our fears
Outstanding lawyer
Instrumental support
Compassionate guidance
Knowledgeable professionals
Services
Medicaid Planning
We help clients protect assets from nursing home costs while qualifying for Medicaid benefits. Our planning includes Life Estate Deeds and Irrevocable Trusts to preserve home equity. We guide clients through Community MassHealth programs for home care support.
Estate Planning
Our comprehensive estate plans include wills, trusts, powers of attorney, and health care proxies. We create customized solutions for families, solo seniors, and individuals with special needs. Services address probate avoidance and multi-generational asset distribution.
Guardianship
We assist families in obtaining legal authority to make medical and financial decisions for incapacitated adults. Our process includes court petitions for guardianship and conservatorship with a focus on clients' best interests.
Probate
We guide executors through probate processes for estates of all sizes. Services include will validation, asset distribution, and court representation. We offer tiered pricing for small estates and complex formal probate cases.
Special Needs Planning
Our special needs trusts preserve government benefits eligibility while providing supplemental care funds. We create customized trust structures to protect assets for disabled beneficiaries without compromising Medicaid or SSI eligibility.
People
Kathy McNair
Attorney
With over 27 years of experience, Kathy specializes in elder law and estate planning. She authored 'The Solo Senior's Guide to Thrive' and serves as a Public Administrator for Suffolk County. Her focus areas include Medicaid planning and fiduciary services.
David McNair
Attorney
Practicing since 2006, David focuses on guardianships, conservatorships, and probate matters. He represents clients in Probate Court and specializes in protecting vulnerable adults. He has extensive experience with complex estate administration cases.
Amy Mullen
Attorney
A former Massachusetts Guardianship Association president, Amy specializes in guardianship cases and special needs planning. With 10+ years of experience, she advocates for clients in probate matters and complex trust administration.
Kate Lozano
Social Worker
Kate provides holistic support as our MSW-certified social worker. She connects clients with care resources, assists with transition planning, and offers emotional support. She holds degrees from Boston College and Boston University.
Questions
What Medicaid planning options exist for home care?
We help clients qualify for Community MassHealth programs that cover home care services while protecting assets through strategic planning techniques.
How does estate planning differ for solo seniors?
Our Aging Allies Program creates comprehensive plans for solo seniors, including document preparation, safety net creation, and future care coordination without family support.
What happens if I need guardianship immediately?
We expedite guardianship petitions for urgent situations, guiding clients through emergency court processes to establish legal decision-making authority.
Can I create estate plans remotely?
Yes, we offer virtual consultations and remote document execution using electronic notarization for Massachusetts residents.
How do special needs trusts protect government benefits?
Our trusts structure assets to supplement care without affecting Medicaid or SSI eligibility, preserving access to critical public programs.
What probate options exist for small estates?
For estates under $25,000, we offer voluntary probate coaching ($550) and full-service administration ($1,100) to efficiently transfer assets.
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