Business Details
10 Years
experience
Trusted Estate Planning & Legal Services in Beverly, MA
Founded in 2016, our firm specializes in estate planning, trust administration, probate court representation, corporate law, real estate conveyancing, and tax matters. With decades of combined experience, we guide individuals, families, and small businesses through complex legal processes, prioritizing client needs and delivering efficient solutions. Our team includes seasoned attorneys and paralegals dedicated to personalized service, supported by advanced expertise in trusts, estates, and business law.We serve clients in Beverly and surrounding Massachusetts communities, offering free initial consultations to address legal concerns. Our attorneys hold prestigious credentials, including an LL.M. in Taxation, and maintain active roles in public service, including appointments as Public Administrator for Essex County. We combine technical proficiency with a commitment to transparency, ensuring clients navigate legal challenges with confidence.
Services
Estate Planning
Trust Administration
Probate Court Representation
Corporate Law
Real Estate Conveyancing
Guardianship Proceedings
Tax Planning
Fiduciary Services
Will Contests
Advanced Estate Planning
Details
- Year established: 2016
Highlights and features
- We offer 10+ years of specialized experience in estate and tax law
- Our attorneys hold advanced legal credentials including an LL.M. in Taxation
- We provide free initial consultations for all clients
- Our team includes appointed Public Administrators with fiduciary expertise
- We serve Beverly and surrounding Massachusetts communities with local knowledge
Associations and certifications
- Super Lawyers Magazine (Rising Star 2015-2020, Super Lawyer 2021)
What people say
Exceptional legal knowledge
Personalized service
Thorough estate planning
Professional team
Effective representation
Services
Estate Planning
We create comprehensive estate plans including wills, trusts, and tax strategies to protect assets and ensure client wishes are honored. Our services cover guardianship designations, probate avoidance, and customized distribution plans. Clients receive tailored guidance through complex legal requirements while maintaining control over their legacy.
Trust Administration
Our team manages trust administration processes including asset distribution, tax compliance, and fiduciary obligations. We ensure trustees fulfill their duties while protecting beneficiaries' interests. Services include revocable and irrevocable trust management, special needs trusts, and complex estate tax planning solutions.
Probate Court Representation
We represent clients in probate matters including estate administration, will contests, and fiduciary disputes. Our services cover asset marshaling, debt settlement, and family conflict resolution. Attorneys provide guidance through Massachusetts probate procedures while minimizing costs and delays for personal representatives and beneficiaries.
Corporate Law
We advise businesses on entity formation, governance, and succession planning. Services include corporation and LLC establishment, contract drafting, and tax-efficient business structures. Our expertise helps entrepreneurs navigate legal requirements while protecting personal and business assets through comprehensive planning.
Real Estate Conveyancing
Our conveyancing services handle property transfers, title examinations, and closing documentation. We ensure compliance with Massachusetts real estate laws while protecting clients' interests. Services include homestead declarations, deed preparation, and resolution of title issues during property transactions.
People
Joblin C. Younger
Attorney & Founder
Founder with LL.M. in Taxation, former Public Administrator of Suffolk County, and Super Lawyer since 2021. Specializes in estate planning, trust administration, and fiduciary services.
Susan E. Downs
Attorney
Experienced legal professional providing estate planning and corporate law services to individuals and small businesses.
Peter H. Gilmore
Attorney
Former partner at Gilmore & Jacobowitz, LLP, now contributing legal expertise in estate matters.
Lisa A. Jacobowitz
Attorney
Former partner at Gilmore & Jacobowitz, LLP, providing estate planning counsel until 2023.
Scott D. Houseman
Attorney
Legal professional offering estate planning and probate services to Massachusetts residents.
Questions
What estate planning documents do I need?
Essential documents include wills, revocable trusts, powers of attorney, and healthcare proxies. We help determine which combination best meets your specific needs.
How can I avoid probate in Massachusetts?
Revocable living trusts, joint ownership arrangements, and proper beneficiary designations help avoid probate while maintaining control over asset distribution.
What happens if someone dies without a will?
Massachusetts intestacy laws determine asset distribution. We guide personal representatives through the probate process for estates without estate plans.
Do I need an attorney for trust administration?
While not required, legal guidance ensures compliance with fiduciary duties, tax requirements, and proper asset distribution according to trust terms.
How much does estate planning cost?
We offer free initial consultations and provide transparent pricing based on the complexity of your specific estate planning needs.
Can you help with business entity formation?
Yes, we advise on selecting and establishing appropriate business structures including corporations, LLCs, and partnerships for Massachusetts entrepreneurs.
