A will and estate plan for Massachusetts.
Built to Massachusetts' rules, in plain words. Start free, then pay one setup fee with your first year included.
Reviewed by a licensed lawyer on October 29, 2026.
Your Massachusetts documents
Will
Says who gets what, who is in charge, and who would raise young children.
Financial power of attorney
Names who handles your money if you can't.
Health care proxy
Names who speaks for you about care, and what care you want.
Revocable living trust
Holds your things and passes them on, often without court.
In the Complete plan
Pour-over will
Catches anything you left out of your trust.
In the Complete plan
How signing works in Massachusetts
Signing your will
- Gather two adult witnesses. They should not be people named in your will.
- Sign your will while both witnesses watch.
- Each witness signs while you watch.
- If you like, a notary can add a short sworn form.
- Keep the original somewhere safe.
Massachusetts does not allow electronic wills. You print your will and sign it in ink.
How to sign your health care proxy
- Gather two adult witnesses. Your health care agent should not be one of your witnesses.
- Sign your health care proxy while both watch.
- Each witness signs while you watch.
- Keep the original somewhere safe. Share a copy with your doctor.
How to sign your financial power of attorney
- Sign your power of attorney in front of the notary.
- Keep the original somewhere safe.
How to sign your revocable living trust
- Sign your trust in front of a notary.
- The notary notarizes your signature.
- Keep the original somewhere safe.
We give you a printed signing checklist for each document.
Taxes and court fees in Massachusetts
Massachusetts has its own estate tax. As of 2026 it starts at $2,000,000. Confirm with your accountant. Source
As of 2026, the federal estate tax exemption is $15 million per person. Confirm with your accountant.
What it costs
- Essential: $199 setup, then $49 a year.
- Complete: $499 setup, then $99 a year.
- Concierge: $1,495 setup, then $249 a year.
One setup fee. Your first year is included. 30-day money-back guarantee on estate setup fees.
A lawyer can review your plan for a flat fee. The lawyer gives the advice.
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Questions?
Questions about Massachusetts? A real person can help.
Succession Plan is not a law firm. We do not give legal advice or tax advice. For advice, talk with your own lawyer or accountant.