Envision Estate Planning LLC is a Massachusetts-based estate planning law firm specializing in creating personalized, compassionate legal solutions for individuals and families. Distinguished by its client-first philosophy, the firm focuses on making estate planning accessible, comfortable, and thorough, ensuring clients feel supported and valued throughout the entire process.
The firm adopts a relationship-driven approach, intentionally capping its monthly client intake to provide individualized attention and eliminate time pressure during consultations. With a commitment to clarity and education, Envision Estate Planning offers free preliminary discussions and ensures clients fully understand their options. It particularly serves young professionals, students, families with minor children, and those interested in leaving a meaningful legacy, with discounted services available for military personnel, veterans, seniors, first responders, healthcare workers, and low-income families.
Services Offered
- Family Estate Planning
- Young Professionals and Student Estate Planning
- Legacy Planning
- Estate Plan Design and Implementation
- Asset Protection Planning
- Tax and Legal Cost Savings Strategies
- Guardianship Designations for Minor Children
- Estate Plan Review and Updates
- Comprehensive Follow-Up and Support Services
Based in Medford with a satellite office in Lowell, the firm primarily serves clients throughout Massachusetts, including the Boston area. It offers consultations in person, via Zoom, phone, Google Meet, WhatsApp, or Facebook, accommodating diverse client needs and preferences.
