Phone (978) 921-1050
Toll Free (866) 550-1050
Fax (978) 921-7877
86 Dodge Street, Route 1A
Beverly, MA 01915
 
 

Wills, Estates & Trusts

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Our estate planning department creates tailored solutions to the individualized needs of our clients. Our approach begins with a review of any estate planning our clients may have already accomplished. From there, our attorneys facilitate fact finding and review the goals and objectives of the client to design solutions appropriate for each case.

Whether the need is served by a simple will, durable power of attorney, and health care proxy, or necessitates drafting of other documents, such as pour-over trusts, irrevocable life insurance trusts, qualified personal residence trusts, family limited partnerships or other documents, our attorneys work closely with the client and other advisors. The staff of attorneys at Heney & Associates, LLC, understand the importance of the decisions our clients are making and take the time to explore all of the options available to them.

Furthermore, the probate administration process requires careful attention to detail, a thorough knowledge of the law and compassion and concern for all those involved in the process. Our Attorneys can handle the probate process and the distribution of assets with the necessary care, accuracy and professionalism required to make the process as seamless as possible. We will file the appropriate documents with the court, help you obtain a tax identification number, establish a bank account, and guide you through the accounting and inventory process.

For more information about Estate Planning and/or Probate Administration, please contact Attorney Heney (Bill@heneylaw.com) or call (978) 921-1050.