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Thoughtful Estate Planning for Boston Families

We help you navigate the important decisions about wills, trusts, and wealth transfer with clarity and care, ensuring your family's future in Boston is secure.

Start My Estate Plan

Core Components of a Complete Estate Plan

Last Will & Testament

Clearly directing who receives your property and naming guardians for minor children. Your wishes, put into writing.

Living Trusts

A key tool for private asset management and avoiding the often lengthy, public, and expensive probate process.

Power of Attorney

Appointing a trusted individual to make critical financial decisions on your behalf should you become incapacitated.

Healthcare Directive

Clearly outlining your wishes for medical care, ensuring critical decisions align with your values when you cannot speak for yourself.

Deep Pocket Guides

Your trusted partner for personal finance in Boston. We provide clear, simple guidance to help you achieve your financial goals.

1478 Beacon Hill Road, Suite 520, Boston, MA 02108

(908) 251-2612

info@deeppocketguides.com

© 2024 Deep Pocket Guides. All Rights Reserved. Financial consulting services based in Boston, MA.