How We Collaborate With Professional Service Firms and Healthcare Providers
Regardless of how you refer to us – estate planning attorneys, lawyers for wills, elderly care attorneys, probate lawyer, or something altogether different – we’re a team of expert estate planners with significant experience in, and who excel at, helping individuals and families with their future and long-term planning needs.
Unlike other wills attorneys and estate lawyers, we don’t just offer traditional estate planning services and products. We recognize that many families and individuals have challenges that exceed establishing estate planning trusts or will creation. That’s why, in addition to the aforementioned, as estate planning attorneys, we offer:
- Alzheimer’s Planning/Dementia Planning Services
- Assistance Related to Determining Eligibility For and Applying For Veteran’s Benefits
- Assistance Related to Determining Eligibility For and Applying For MassHealth (Massachusetts Medicaid)
Since our inception more than 10 years ago, we’ve been collaborating with other professional service firms, including, but not limited to, CPA firms, financial planners, and other law firms to collaboratively meet the needs of mutual clients.
In addition, we work with both mental health providers, including social workers, and physical health providers, whose clients and patients need help related to the three services bulleted above.
We appreciate referrals from other professional services firms and healthcare providers, and enjoy making client referrals, as needed and appropriate.
When a referred client engages us from work, we make every effort to keep you informed and in the loop related to our client work – unless the personal or confidential nature of the work excludes us from doing so – and we always respect the relationship that referred clients have in place with the professional service firm or healthcare provider who made the referral.
Reach Out To Our Massachusetts Estate Planning Law Firm To Talk About Collaborating!
We’d love to chat about how we can work collaboratively to meet mutual clients’ needs related to trusts and estates, and other long-term and future planning needs, so please contact us to set up a discussion with our team of estate attorneys today!
