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Estate Planning Guide

Welcome! Regardless of the size of your estate, having a thoughtful estate plan can ensure you provide for your loved ones as well as the causes most important to you.

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.

We’re Here for You

The Office of Planned Giving is available to answer questions and provide additional information to share with your family and advisors.