Our Wellesley office serves families throughout this Norfolk County town and the neighboring communities of Needham, Newton, Weston, Natick, and Dover, about 15 miles west of Boston.

Wellesley families often have more at stake than they realize. With median home values around $2 million, many households cross the Massachusetts estate tax threshold on the value of their home alone, even when they owe nothing at the federal level. Thoughtful planning, using tools like trusts and lifetime gifting, can preserve significantly more of that wealth for the next generation. Our team helps Wellesley clients plan with confidence and clarity.

Wellesley sits in Norfolk County, so local estate and probate matters are handled through the Norfolk Probate and Family Court in Canton, which also serves nearby Needham and Dover. Knowing the county’s process well helps us guide families efficiently through estate administration. (Several neighboring towns we serve — including Newton, Weston, and Natick — are in Middlesex County; we’ll direct you to the correct court based on where your matter belongs.)