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Most Massachusetts families assume a Will is enough. That quiet uncertainty about whether your family is actually protected? That's worth paying attention to. A properly structured Trust avoids all of it. Heritage Law Center helps you understand exactly what your family needs and builds a plan that actually protects them.
A Will is a responsible first step — and for some families, it's enough. But for most, it's only part of the picture. Here's what most people don't find out until it's too late: everything in your Will goes through probate. That means a court-supervised process that's open to the public, can take months to resolve, and costs your family money they shouldn't have to spend.
A Trust works differently. Your assets transfer directly to the people you choose, without court involvement, without delays, and without your family's private financial matters becoming public record. For Massachusetts families with a home, retirement accounts, or assets they've spent a lifetime building, a Trust is often the smarter, more protective choice.
Matthew Karr didn't come to estate planning by accident. As a young man he watched his grandmother pass away without a proper plan, and saw firsthand the confusion, conflict, and cost that followed. That experience never left him.
Early in his career he worked at a firm that prioritized profit over people. That didn't sit right either. So he built Heritage Law Center around a different philosophy, flat-fee services, genuine client education, and long-term relationships that mean your plan actually gets updated as your life changes. As a husband and father, Matt understands what's at stake. His clients don't just leave with documents, they leave knowing exactly what they have in place and why.
Revocable Living Trust
Asset Protection Trust
Irrevocable Trust
What You Can Expect With Heritage Law Center
When You Work With Us You Get:
Experienced Representation
Flat Fee Pricing
We understand that every client’s situation is different. We take the time to listen to your concerns and goals to ensure we create an estate plan that is tailored to your unique needs.
The legal fields we work in require a deep understanding of the law. We have a track record of successfully navigating the complexities of estate planning, trust administration, MassHealth for long-term care, and probate.
With over 16 years of experience, we know how long creating a specific estate plan will take, so we tell you up front what the flat fee will be. That means we agree on a fixed price, and you don’t have to hesitate to call us with questions.
Personalized Plans
At the Heritage Law Center, good communication and a genuine concern for our clients are at the core of everything we do. To start our relationship with you as a client, we’ll first listen to your specific situation and your goals for the future.
We make estate planning simple and predictable with flat-fee packages designed for individuals, couples, and families. No hidden fees, no surprises—just clear pricing and comprehensive solutions tailored to your needs.
A foundational estate plan for individuals, ensuring your wishes are clearly documented for asset distribution, financial decision-making, and medical care. Includes:
1. Last Will and Testament
2. Durable Power of Attorney (Financial)
3. Advance Medical Directive
A comprehensive estate plan for couples, providing mirrored documents to align your intentions for asset distribution, financial authority, and healthcare decisions. Includes:
1. Two Mirror Last Wills and Testaments
2. Two Durable Powers of Attorney (Financial)
3. Two Advance Medical Directives
An essential addition for parents, allowing you to designate a guardian for your minor children in the event of your passing or incapacity.Includes:
Guardianship Directive (added to either Essentials Package)
(Cost may vary based on assets and complexity)
A robust solution for those seeking to avoid probate and streamline asset distribution. Combines a revocable living trust with essential estate planning documents and property transfer assistance. Includes:
1. Revocable Living Trust
2. Any Deeds Necessary for Property Transfer
3. Last Will and Testament (or Mirror Wills for Couples)
4. Durable Power of Attorney (Financial)
5. Advance Medical Directive
Tailored planning for individuals or families with intricate financial portfolios, special needs, or unique goals. This option addresses advanced situations such as asset protection, special needs trusts, or tax strategies. May Include:
1. Revocable or Irrevocable Trusts
2. Spendthrift & Special Needs Provisions
3. Advanced Tax Minimization Strategies
4. Last Will and Testament
5. Durable Power of Attorney (Financial)
6. Advance Medical Directive
Matt and team were great to work with. Very organized, great communication and explained everything throughout the process. Very fair priced as well. Thanks Heritage Law
Matt was very thorough, helpful and made the process easy to understand. Would recommend!
Five stars all the way. Knowledge, direction, patience. Setting up a trust and all the other documents is not a quick or easy task. You need people who are there at every step and turn. Matt and his staff are and do all that. You can trust the service. Trust the staff. Trust the outcome.
Deb Parillo
Google Review
⭐⭐⭐⭐⭐
Jane Stoy
Google Review
⭐⭐⭐⭐⭐
Katie Day
Google Review
⭐⭐⭐⭐⭐
A Will tells people what you want. A Trust makes it happen, immediately, privately, and without court involvement. But the real reason Massachusetts families choose Trust-based planning goes beyond probate.
Massachusetts taxes estates over $2 million, one of the lowest thresholds in the country. If you own a home, have retirement accounts, and have built any meaningful assets, your estate may already be approaching that number. And without the right Trust structure in place, MassHealth's five-year look-back period can put your home and savings at risk if long-term care ever becomes necessary.
The Right Time to Set Up a Trust Is Before You Need One
MassHealth's five-year look-back period, Massachusetts estate tax thresholds, and probate costs don't wait for a convenient moment. The families who protect the most are the ones who planned before the urgency arrived. One conversation with Matt is enough to understand exactly what your family needs, and what it would cost to put it in place.
Flat-fee pricing. No pressure. Just clarity.
400 Trade Center Dr., Suite 7810 Woburn, MA 01801
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