Estate Planning

Woburn Estate Planning Lawyers

Serving Individuals & Families in Middlesex County & Greater Boston

Estate planning is not just for the wealthy, elderly, or those facing illness. Whether you are starting a career, growing your family, or preparing for retirement, creating a clear, legally sound estate plan is one of the most critical steps to protect yourself and your loved ones.

It is never too early or too late to plan through proper and tailored methods and tools that reflect your needs and objectives. At Schaefer Law PC, we help individuals and families throughout Woburn and the surrounding areas create tailored estate plans. With over 25 years of experience, we offer practical, personalized guidance at every stage.

Call (617) 917-3299 or contact us online to schedule a free consultation with a Woburn estate planning attorney for guidance and options.

Full-Service Family Law

We provide comprehensive legal services tailored to each client’s unique situation.
25+ Years of Experience

With decades of experience, we offer seasoned guidance through even the most complex family law matters.
Compassionate Approach

Known for her empathy and responsiveness, we take the time to understand each client’s needs.
Free Consultations

Beginning with a free consultation in person or remotely, we make quality legal help more accessible.

With You Every

At Schaefer Law PC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

"A Powerful Advocate"
She went far, far above and beyond to get us through the most stressful and difficult time of our lives. She gave me advice on everything I needed to know to keep my family safe -- legally, economically, financially and emotionally.

- Judy B.
"They Went the Extra Mile"
I can’t say enough about Pamela Schaefer and her team. Pam provided me with the guidance and advice I needed to feel confident at every stage of the process. Her entire team is responsive, professional, and went the extra mile for me.

- Former Client
"Couldn't Be in Better Hands"
What has impressed me the most is her competence in her field, her ability to explain things in detail, and the way she interacts with her clients. She always takes the time to return my calls as soon she can.

- Stephen P.
"Personable and Extremely Knowledgeable"
Attorney Pam Schaefer and her assistant Annie are amazing! They answered all questions and my many concerns in a timely manner. Pam was very personable, extremely professional and knowledgeable.

- Former Client
"Personable, Responsible, Knowledgable"
I had more than one awesome experience working with Pamela. If you want someone personable, responsible, knowledgeable and of course - dependable, don't even look anywhere else.

- Former Client
"Staunchly In My Corner"
Pam succinctly outlined the issues. She also accurately, it turned out, predicted the uphill climb we faced. Never wavering, staunchly in my corner, she and her office shepherded me through this very trying minefield.

- Hans B.
"Very Competent and Compassionate"
Pam has a thorough knowledge of the law and defended my case with determination. She was very competent and compassionate. She and her team reassured me at a tough time and kept the communication transparent.

- Carole Z.
"Bright and Savvy Lawyer"
Pam worked with me across many years as a consultant during a very difficult and emotional divorce. She is a bright and savvy lawyer who was also very personable and supportive when I needed it most.

- Beverly S.

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Why Estate Planning Matters

Without proper legal documents, critical decisions about your assets, medical care, and loved ones may be left to a court or someone unfamiliar with your wishes.

Estate planning allows you to:

Control how your assets are distributed
Appoint someone to make medical and financial decisions if you become incapacitated
Minimize family conflict
Protect minor children and dependents
Avoid or streamline probate, saving time, legal fees, and stress for surviving family members
Minimize estate taxes and other expenses, which preserves more assets

A basic estate plan can provide clarity and peace of mind even if you do not have significant assets.

Comprehensive Estate Planning Services

We work with each client to develop an estate plan reflecting their goals and circumstances.

Our services include:

Trusts in Estate Planning

We also craft trusts, which are legal arrangements in which one party (the trustee) holds and manages assets on behalf of another or others (the beneficiaries) according to the terms set by the person who creates the trust (the grantor).

Trusts can be used to avoid probate, protect assets, manage property during incapacity, and control how and when assets are distributed.

In Massachusetts, individuals have several options for creating trusts, each designed to serve different goals.

The most common types include the following.

Revocable living trusts: These allow you to maintain control over your assets during your lifetime and can be modified or revoked at any time. They are often used to avoid probate and maintain privacy.
Irrevocable trusts: These trusts cannot generally be changed or revoked without the beneficiary’s consent. They are commonly used for tax planning, asset protection, or qualifying for long-term care benefits under MassHealth.
Testamentary trusts: Created through a will and activated after death, these trusts can manage assets for minors or individuals with special needs.
Special needs trusts: Designed to provide for disabled beneficiaries without disqualifying them from government benefits such as Supplemental Security Income (SSI) or Medicaid.
Charitable trusts: These allow individuals to support charitable causes while potentially gaining tax benefits.

Each trust serves a unique purpose, and choosing the right one depends on your personal, financial, and family circumstances.

Why Legal Guidance Matters

Estate planning involves more than just drafting documents—it requires careful consideration of state laws, tax implications, and your family’s unique circumstances.

Even a minor oversight can lead to unintended consequences, such as assets passing outside your wishes or delays in probate. Working with a knowledgeable estate planning attorney helps you avoid common pitfalls, ensures your documents are legally valid, and allows you to craft a comprehensive plan tailored to your goals.

Legal guidance gives you peace of mind that your legacy will be protected and your loved ones cared for according to your intentions. At Schaefer Law PC, we provide thoughtful guidance whether you need a basic will or a complex trust structure.

Call (617) 917-3299 or reach us online for a free consultation with a Woburn estate planning attorney.

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compassionate Counsel For Every Client We'll Be Your Voice Powerful Advocacy For Your Family

Have questions? Ready to get started? Call (617) 917-3299 today or fill out the form to schedule a free consultation.