What is Estate Planning?

Estate Planning is about protecting your family's financial future. Whether you are single, married or divorced - your Estate Plan will consist of the legal documents required to streamline the transition of the wealth that you've created over your lifetime to those who you care about the most.

An Estate Plan generally consists of four documents:

1. 1. 1. Will
  2. 2. Health Care Proxy
  3. 3. Durable Power of Attorney
  4. 4. Revocable Living Trust

With these Estate Planning documents in place, you can rest easy knowing that everything will be taken care of if something were to happen to you. You can help your family avoid unnecessary delays, taxes, legal fees and administrative expenses; and you can make sure the right things go to the right people at the right time.

Ready to get started? Don't wait a minute longer - Call us at (781) 202 - 6368 to schedule your Free Estate Planning meeting today!

Summary:

Perennial Trust's Revocable Living Trust Guide will teach you the basics of (1) what a revocable living trust is, (2) how this type of trust can benefit your family, and (3) provide examples of common trust structures to help you better understand how a trust can be customized to your family's specific situation.

This guide has been written in simple terms to give you highly relevant information in a concise format. Estimated reading time is less than 5 minutes.

To receive your free Revocable Living Trust Guide, please enter your email below and then select "Get Your Free Guide."

Meet Attorney Joseph Lento

Hello,

My name is Joseph Lento and I'd be happy to answer any questions you may have about estate planning. Whether you are looking for a simple estate plan consisting of a Will, HCP, and DPOA or a more complex plan with various Trusts in place, I can help you identify and resolve any estate planning concerns you may have.

The fact that you are reading this shows you understand the importance of planning ahead in order to take care of your family so don't wait a minute longer - give me a call today at (781) 202-6368 or email me directly at jlento@perennialtrust.com to get started today!

Thank you, and I look forward to hearing from you!

Testimonials

Attorney Joseph Lento is outstanding and epitomizes every sense of the meaning a “true professional. “ My husband and I worked with him on several matters. He is not only extremely knowledgeable, organized and timely, but also generous with his time, explained everything in depth and made certain we understood every detail. He handled a situation that was difficult for us and executed it with ease, expertise, kindness and compassion. We honestly felt that we were in the right hands and well taken care of. We highly recommend attorney Joseph Lento!

ElaineWakefield, MA

My wife and I are very glad to have found Joseph, and hired him to create our estate planning documents. In addition to being professional and responsive at all times, he was a pleasure to work with. Joseph was very helpful and thorough throughout the entire process. We really enjoyed working with him and appreciated his flexibility with our schedules. I highly recommend Joseph and his services.

GregStoneham, MA

Joseph drafted the basic documents (will, DPOA, HCP, trust) needed for basic estate planning for me and my wife . He is personable and, in spite of his youthful looks, appears to be solid in his professional services. Joseph captured the essence of my wishes in the documents, and was always available to answer questions... I'm confident we got a fair deal for our money.

OscarMelrose, MA

Joseph helped my family and I complete estate planning documents. Pleasure to work with. Prompt and thorough with responses. Top notch service at an affordable price.

WaseemWoburn, MA

Should have done it sooner. Joe was great to work with! Met us after hours to meet our schedule. Made it all so easy. Answered many of our questions before we asked. I Will recommend him to anyone I know.
Thanks Joe.

RickWilmington, MA

Joe was a wonderful asset in planning our trust, power of attorney and medical proxy. He was knowledgable and answered all of my questions. He was a pleasure to work with.

JohnWoburn, MA

We approached Joseph to provide a will, trust and health care proxy, etc.; as my wife & I are in our 60s. Joseph took the care & time to explain the process and the benefits of how & what we were doing and the implications. He was professional in his approach and quite patient with us.

DonMelrose, MA

Excellent Service. I had Attorney J Lento draw up a Family Trust for my wife and I. The process was swift, questions we had were readily resolved. J Lento was very knowledgeable and professional. We found him because my sister-in-law had hired him for similar services and she was very happy as well. I would recommend him to others.

MichaelStoneham, MA

Organizer Summary:

While estate planning consists of various legal documents, it's also important for you to have an estate planning organizer to assist your loved ones in locating and handling your finances if something were to happen to you. By doing so, you can save your family from the hassle and stress of tracking down your assets, debts, and other important documents required to fulfill your wishes in a timely manner.

For that reason, we have created a free simple one-page estate planning organizer that you may download, print, and fill out at your leisure. To receive your free estate planning organizer, please enter your email below and then select "Get Your Free Estate Planning Organizer."

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FAQ

How do I get started?

Schedule your first free meeting by emailing Attorney Joseph Lento at Jlento@perennialtrust.com or by calling our office at (781) 202 – 6368 – we always try our best to plan the meeting around your schedule, so please send a few times that work best for you and we can go from there.

What documents do I need to have with me for my first estate planning meeting?

If you have already completed an estate plan, then please bring a copy of those documents with you. Otherwise, no preparation is needed – just bring yourself and we’ll take care of the rest.

What are your office hours?

Attorney Joseph Lento can meet with you anytime between 8AM to 8PM, Monday-Friday. Although Saturday mornings are typically reserved for signings, if you absolutely cannot meet during a weekday then we will try our best to accommodate your schedule by trying to find time to meet with you on a Saturday morning. Meetings can take place at either your home or our office at 477 Main Street, Stoneham – whatever is most convenient for you.

What does the typical estate planning process look like? How long are the appointments?

Generally, the process consists of three meetings – the initial meeting usually takes somewhere between 20 to 40 minutes depending on how many questions you have and the complexity of your situation. The goal of the initial meeting is to gather the essential information to allow us to begin drafting your initial estate planning documents. The follow-up/review meeting can be done over the phone or in person and usually takes less than 20 minutes (however, some clients opt to send emails back and forth in lieu of the review meeting). The third and final meeting involves the signing/execution of your estate planning documents, which is around 20 minutes as well. So in total, the entire estate planning process may take less than 2 hours of your time when working with Perennial Trust.

Free Revocable Living Trust Guide

Summary:

Meet Attorney Joseph Lento

Testimonials

jlento@perennialtrust.com

477 Main Street, Stoneham, MA 02180

Free Estate Planning Guide

Summary:

1. Schedule a Meeting

2. Learn your options

3. Execute Your Plan

Free Estate Planning Organizer

Need to get your estate in order? Download our free Estate Planning Organizer below.

Organizer Summary:

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Two Trusts Worth Considering an Independent Trustee For

FAQ

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