My Special Legal Planning ico

My Special Legal Planning

Lawyers Near MeMassachusettsMiddlesex CountyLexingtonMarrett Road

424 Marrett Rd #202, Lexington, MA 02421, USA

5.0

Pooja was truly a pleasure to work with for our will and trust planning. From start to finish, she was incredibly supportive, always available to answer our questions, and took the time to explain every detail in a way we could easily understand. Her expertise across all areas of the process was evident, and we always felt like a top priority. What initially felt like an overwhelming and intimidating task became smooth and stress-free thanks to her guidance. We wouldn’t hesitate to recommend her to anyone seeking help with legal matters — she’s exceptional.

akshat kumar
  • Overview
  • (617) 500-3229
  • myspeciallegalplanning.com

Hours

Monday 9:00 AM - 6:00 PM
Tuesday 9:00 AM - 6:00 PM
Wednesday 9:00 AM - 6:00 PM
Thursday 9:00 AM - 6:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

My Special Legal Planning Introduce

For individuals and families navigating the often complex and emotionally charged process of planning for the future, My Special Legal Planning stands as a dedicated legal resource in Lexington, Massachusetts. Operating within the "Lawyers Near Me" platform category, this firm, located at 424 Marrett Rd #202, Lexington, MA 02421, USA, is led by Attorney Pooja Arora, who is particularly noted for her personalized, empathetic, and comprehensive approach to estate planning.

The Environment and Location

My Special Legal Planning is situated at 424 Marrett Rd #202 in Lexington, MA. Lexington is a well-regarded town in Middlesex County, known for its historical significance and suburban charm. A professional office suite on Marrett Road suggests an accessible and private setting for client consultations. While specific details about the interior decor are not provided, a law office specializing in sensitive areas like estate and special needs planning typically aims to create a welcoming, calm, and confidential environment where clients can discuss their personal and financial matters openly. The address on Marrett Road ensures convenient access for residents of Lexington and surrounding communities, making it easy for clients to visit for in-person meetings. The phone numbers, (617) 500-3229 and +1 617-500-3229, offer direct contact for scheduling appointments and inquiries.

Comprehensive and Empathetic Services

My Special Legal Planning, under the guidance of Attorney Pooja Arora, focuses primarily on:

  • Estate Planning: This foundational service involves preparing for the management and distribution of an individual's assets and healthcare decisions after their death or incapacitation. This includes drafting wills, creating trusts (such as revocable living trusts), establishing powers of attorney for financial and healthcare matters, and providing guidance on beneficiary designations. The goal is to ensure a smooth transition of assets, minimize taxes, and avoid probate where possible, all while reflecting the client's wishes.

  • Special Needs Planning: A crucial and highly specialized area, this involves creating legal strategies to protect the financial future and quality of life for individuals with disabilities. This often includes establishing special needs trusts (also known as supplemental needs trusts) to ensure that a person with a disability can receive inheritances or other assets without jeopardizing their eligibility for essential government benefits (like SSI or Medicaid). Attorney Arora's personal experience as a mother to a profoundly impacted child with special needs provides her with unique insight and empathy in this area, making her particularly well-suited to understand and address the complex concerns of families in this situation.

  • Guardianship: When an individual is unable to make decisions for themselves, guardianship is a legal process by which a court appoints a guardian to make personal and/or financial decisions on their behalf. Attorney Arora assists clients through the legal steps required to establish guardianship, which is often a necessary component of planning for adult children with disabilities or elderly parents who have lost capacity.

  • Trust and Estate Administration: This service involves guiding executors and trustees through their responsibilities in managing and distributing assets after someone has passed away or when a trust needs to be administered. This can include navigating the probate court process, valuing and managing assets, paying debts and taxes, and distributing inheritances according to the will or trust documents.

The firm emphasizes a "not typical 'one size fits all'" approach, instead offering personalized and thoughtful solutions tailored to each client's unique situation and goals. This is particularly valuable in estate and special needs planning, where individual circumstances and family dynamics play a significant role.

Distinguishing Features and Approach

Attorney Pooja Arora's practice at My Special Legal Planning is distinguished by several key features, as highlighted by client testimonials:

  • Personalized & Caring Approach: Clients consistently praise Pooja's ability to genuinely understand their situation and goals. She takes the time to listen, ask insightful questions, and interact with various family members to address their concerns, ensuring the created plan truly suits their needs. This empathetic approach transforms what can be a daunting process into a comfortable and stress-free experience.

  • Expertise and Clarity: Pooja Arora holds an LL.M. in Estate Planning from Western New England School of Law and is licensed to practice law in Massachusetts, New Hampshire, and India. Her expertise is evident in her ability to explain complex legal concepts in an easy-to-understand manner. Clients appreciate that she takes the time to explain every detail, ensuring they are fully informed and comfortable with the decisions being made.

  • Responsiveness and Reliability: Clients describe Pooja as prompt, reliable, and always available to answer questions. This consistent communication and responsiveness contribute significantly to a smooth and stress-free legal process.

  • Focus on Peace of Mind: The overarching goal of My Special Legal Planning is to provide clients with peace of mind. By simplifying overwhelming tasks and ensuring that future plans are legally sound and aligned with personal wishes, the firm helps clients secure a brighter future for their loved ones.

  • Value and Professionalism: While providing exceptional service, clients have also noted that the fees are reasonable compared to other firms, offering a strong combination of value and expertise. Pooja Arora's professionalism and dedication are consistently highlighted in client feedback.

Promotional Information for "Lawyers Near Me"

For individuals and families in Lexington and the greater Massachusetts area searching on "Lawyers Near Me" for estate planning, special needs planning, or guardianship assistance, My Special Legal Planning presents itself as an ideal choice. Attorney Pooja Arora's firm offers a unique blend of professional expertise and genuine compassion, which is particularly beneficial when dealing with sensitive family matters and future planning.

If you are considering creating a will or trust, planning for the financial security of a loved one with special needs, or need guidance on guardianship or estate administration, My Special Legal Planning invites you to experience their tailored and supportive approach. The positive customer reviews underscore the firm's commitment to client satisfaction and its ability to simplify complex legal processes. They highlight a practice where clients feel like a "top priority," and where the attorney is "caring and made an effort to really understand our situation and goals."

Prospective clients are encouraged to contact My Special Legal Planning by phone at (617) 500-3229 or +1 617-500-3229 to schedule an initial consultation. This direct conversation will allow you to discuss your specific needs, understand the firm's approach, and gain confidence in their ability to provide the comprehensive and compassionate legal guidance you seek for your "special legal planning" requirements. The office at 424 Marrett Rd #202 in Lexington offers a comfortable and accessible location for personalized legal discussions.

My Special Legal Planning Photos

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My Special Legal Planning Location

My Special Legal Planning

424 Marrett Rd #202, Lexington, MA 02421, USA

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Reviews

Pooja was truly a pleasure to work with for our will and trust planning. From start to finish, she was incredibly supportive, always available to answer our questions, and took the time to explain every detail in a way we could easily understand. Her expertise across all areas of the process was evident, and we always felt like a top priority. What initially felt like an overwhelming and intimidating task became smooth and stress-free thanks to her guidance. We wouldn’t hesitate to recommend her to anyone seeking help with legal matters — she’s exceptional.

Apr 18, 2025 · akshat kumar

I was very happy to work with Pooja to develop my estate plan. Her approach was not the typical "one size fits all", but was personalized and thoughtful. She was caring and made an effort to really understand our situation and goals, and then created an estate plan that best suited our needs. This included interacting with various member of the family to address their concerns. She is very knowledgeable, prompt, and reliable. Also, she made the whole process stress-free. I have no reservations recommending Pooja.

May 16, 2025 · Raj Goyal

Pooja was an exceptional guide in setting up my will and trust. From the outset, I felt nervous about the process, but she quickly eased my concerns when we first met. With her kindness, she gently guided me, addressing all my questions as we proceeded. Furthermore, she did a fantastic job of keeping me updated and regularly checking in with me. Highly recommended!

Apr 24, 2025 · Kristin McCoy

Pooja was extremely professional, super responsive, and knowledgeable in estate planning matters. She was very understanding of and flexible with my tight schedule to complete the planning process. She took time to understand my needs and provided great suggestions on how to structure my trust. She took time to walk me through each document, purpose and actions that I need to take and made the process very smooth. I strongly recommend Pooja for anyone looking to do their estate planning.

Mar 09, 2025 · Kavitha Kurella

Pooja was an excellent resource and clearly explained the process of creating a will & trust after the birth of our child. She took care to explain any questions or concerns we had, with an emphasis on executing our desires for how our future children would be cared for. It is a challenging topic and one that we understood very little of prior to starting. She also reviewed other legal documents pertaining to other matters, and provided a follow up email with bullet points about our discussion. We know that if we had other estate planning issues arise, we would certainly come back to Pooja to assist our family's needs.

May 04, 2025 · Danielle Cipres

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