Estate Planning
Practical planning for individuals and families in Somerset, Fall River, and across Bristol County. If you’re looking to put a plan in place—or update existing documents—start with a simple intake and we’ll follow up with next steps.
Call (508) 258-9227 or email contact@sapirlawoffice.com.
How we can help
- Wills
- Revocable trusts
- Powers of attorney
- Health care proxies and related directives
- Updating plans after life changes (marriage, children, relocation, changes in assets)
What happens next
- Contact us: Send a brief message with what you’re looking to accomplish.
- We review: We’ll look for key details and whether we’re the right fit for the request.
- Follow-up questions: If needed, we’ll ask a few clarifying questions by email or phone.
- Next steps: If we can help, we’ll outline the process and what comes next.
Ready to begin? Contact us.
What you’ll need
- Full legal names and contact information (and spouse, if applicable)
- Names/relationships for intended beneficiaries
- Names/contact info for proposed executor/personal representative and successor(s)
- Names/contact info for proposed guardian(s) for minor children (if applicable)
- A high-level list of assets (real estate, bank accounts, retirement accounts, life insurance)
- Any existing estate planning documents (wills, trusts, powers of attorney)
- Any special concerns (blended family, business interests, privacy, caregiving needs)
Common questions
Do I need a will or a trust?
It depends on your goals, assets, and family situation. Many plans start with a will, and a trust may help with privacy, control, or more complex needs.
How long does the process take?
Simple plans can move quickly once we have the needed information. More complex planning takes longer.
What if I already have documents?
We can review what you have and recommend updates if your circumstances have changed or the documents no longer match your goals.
Is my information confidential if I use the website?
Please do not send sensitive confidential information until a formal engagement is confirmed. Contacting us through this site does not create an attorney–client relationship.
Contact
Phone: (508) 258-9227 · Email: contact@sapirlawoffice.com
Prefer the form? Contact us.