Welcome to Our
Estate Planning Web-Portal!
These three documents serve as the core of a basic estate plan.
OUR PROCESS
To make this process efficient and as stress-free as possible for you, we’ve partnered with a leading legal tech firm to streamline the collection of the information we need to draft your estate planning documents.
Hello. I’m Nexie. Click my image at the bottom of the page to begin.
- You will be guided through an interview by Nexie, our digital agent, also known as a bot. Nexie is available 24/7 and does not take vacations. While we have included Nexie’s image to the right of this paragraph so you know what to look for, to start the interview just click on the “live” image of Nexie located at the bottom of the page.
- Please answer each question, and type your answers carefully.
- Nexie will collect all (or most, in some instances) the information required for the documents we will prepare for you.
- Before starting, you should be prepared to identify the individuals you want to serve in various capacities, including:
- Will: Your Personal Representative (PR) and an alternate/back-up. Personal Representatives were formerly referred to as your executor or executrix. This person will have the legal responsibility for carrying out the terms of your will. Your PR does not need a legal background and will be able to hire an attorney if desired to help administer your estate.
- Also in your Will, if you have a child or children under 18, you will appoint someone to serve as their guardian if the other parent should pre-decease you. Remember – if you expect someone to raise your kids, you should probably leave them some money or property to help them with this undertaking. Life insurance is always a good idea when you have younger children.
- Durable Power of Attorney: Your “Attorney in Fact” along with an alternate. This person does not need to be an attorney, despite the title. The named individual will be the person who can make financial decisions for you if you cannot make them yourself.
- Health Care Directive (also referred to as a Health Care Proxy): The person you select to make medical decisions on your behalf when you are unable to make them on your own is known as your Health Care Agent. As above, you should select a primary and an alternate.
For all the roles identified above, you should also have the following information available before you start the interview with Nexie:
The person’s city/town, county, and state
Current telephone number
Email address (preferably personal, and not a work email)
It is fine to identify the same person for multiple roles. For example, your Personal Representative could also serve as your Attorney in Fact.
- Once you start the interview with Nexie, you cannot save your information and resume later. Thus, you will want to make sure you have about 20 minutes to complete the information in one sitting.
- When you finish and submit your information we will be notified. One of our Massachusetts estate planning lawyers will review the information you provided, and we will schedule a time to follow-up with you to review your information.
- If you have not paid your full fee in advance, the balance is due at this time.
- When finished, your drafts will be shared with you electronically so you can review them for accuracy and confirm they represent your intentions. We will make any final edits and then arrange a time for you to come to our office so that your documents can be properly executed. If you have mobility challenges (we do have an elevator at our office), we can arrange to meet offsite, although travel charges may apply depending on your location.