Estate Planning Guide
We’ve created our Estate Planning Guide to assist you with this important process. This guide is a supplement to, not a substitute for, advice from your trusted advisor or attorney. It’s designed to help you prepare and organize key elements to develop a comprehensive estate plan.
To learn more, please call Jessica Brodie in the Office of Planned Giving at 617-643-2220. As you’ll learn, Jessica is a helpful resource at any stage of your estate planning process.