First, if you are reading this page you may recently lost a loved one, please allow us to express our condolences.

Have you been named executor to a will or trustee of a trust?  Do you believe that you did not receive a fair distribution from an estate or trust?   Has a family member passed away and you are not sure where to start to get his or her affairs in order? If you can answer “yes” to any of these questions, you are likely to end up in the Probate Court in Massachusetts.  At Next Phase Legal, attorney Stephen McDonough has experience dealing with estate, probate, and trust matters and can help you to understand your rights and duties and navigate you through the probate process, also referred to as estate administration.

With extensive experience in estate administration, breach of fiduciary duty claims, will contests, and trust claims, we work with our clients help them handle their estate and trust matters in a way that ensures compliance with applicable rules and duties in a cost-effective manner.  When helping someone recover from an estate or trust, we advocate to ensure our clients are treated fairly and realize the benefit of their gift or bequest.  Simply put, we’ll work with you to understand the estate and probate process and help you to fulfill your probate duties or to be heard and acknowledged as an estate or trust beneficiary.

 How can we help you?

  • Representation of Estate Administrators/Trustees
  • Management and Conclusion of Existing Estates
  • Will Contests
  • Representation of Beneficiaries
  • Trust Administration and Distribution
  • Accounting Preparation and Allowance
  • Fiduciary Bond Claims
  • Claims Against Executors/Trustees.

We understand every client dealing with an estate or trust must balance their needs against expenses and the amounts at stake, so our cost-efficient representation considers your needs as a whole in the context of the size of the estate or trust.  In fact, much of our estate and trust work is completed on a fixed-fee basis, which helps you with budgeting and predictability.  We’d be pleased to talk to you about a custom package of services designed to fit your specific requirements.   Our relationships with our estate and probate clients are built on the foundations of trust and smart advice.  Contact us for more information, please.

In the event of a dispute between surviving family members or heirs, mediation is another option to consider for settling disagreements in a less adversarial fashion.  Mediation can help preserve family relationships, instead of dragging private family matters through the court system.

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