Socius Law Firm | Estate Planning and Business Attorneys, Westborough, MA

For residents and businesses in Westborough, Massachusetts, and the surrounding communities of Worcester County and MetroWest Boston, Socius Law Firm stands as a highly reputable and client-focused legal practice within the "Lawyers Near Me" category. Located at 1900 West Park Drive, Suite #280, Westborough, MA 01581, Socius Law Firm distinguishes itself through its commitment to understanding unique legal needs, fostering close client relationships, and providing exceptional results-oriented legal services in estate planning and business law.

The name "Socius" is derived from Latin, meaning "ally" or "partner," a name chosen to reflect the firm's core philosophy. Socius Law Firm aims to capture the essence of the relationships they build with their clients, communities, and among their team members. They truly position themselves as an ally, aligning their goals with those of their clients and measuring their success by the success and peace of mind they bring to those they serve.

With nearly three decades of experience, Socius Law Firm is dedicated to establishing "lawyer-for-life" relationships with its clients. This long-term perspective ensures that as clients' lives and businesses evolve, their legal strategies can be continuously adapted and optimized. The firm's team of knowledgeable legal professionals is committed to fully understanding each client's unique circumstances, employing a compassionate approach to ensure that legal needs are met with exceptional care.

Socius Law Firm specializes in two primary, yet interconnected, areas of law:

• Estate Planning: This is a cornerstone of the firm's practice. They design customized estate plans to fit individual clients' needs, helping Westborough residents make their wishes known and ensuring those wishes are honored. Their estate planning services cover a broad spectrum, including:

  • Wills and Trusts (including revocable trusts)
  • Asset Protection Planning
  • Estate Tax Planning
  • Planning for Incapacity or Disability (without Court oversight)
  • Controlling distributions to beneficiaries
  • Maintaining privacy
  • Starter plans for families with young children and growing wealth
  • More robust plans for well-established families seeking to avoid probate and minimize estate taxes.

  The firm emphasizes a unique estate planning process where they listen and learn about the client, their family, and personal circumstances. They thoroughly explain available options and custom design, implement, and maintain a comprehensive estate plan. They also offer complimentary reviews of clients' estate plans at least once every three years, along with access to webinars, newsletters, and blogs for ongoing information.

• Business Law: Socius Law Firm serves as a trusted and well-established business law firm for small and midsize businesses throughout Massachusetts. Their business law services are comprehensive and include:

  • Business Succession Planning
  • Business Formation (helping clients choose the right entity and structure their business)
  • Business Litigation (providing trustworthy and effective legal counsel for complex disputes)
  • General Business and Corporate matters
  • Employment and Labor issues
  • Real Estate and Construction law related to business operations
  • Tax Planning for businesses.

  They are adept at guiding businesses through transactions, disputes, and growth, ensuring legal compliance and strategic advantage.

Beyond these core areas, Socius Law Firm also provides robust support in Probate Administration. When a family member passes away or becomes incapacitated without proper affairs in order, the firm guides clients through the complexities of the Massachusetts probate process, handling asset management, distribution, litigation, and mediation with compassion and understanding.

The environment at Socius Law Firm, situated at 1900 West Park Drive, Suite #280, in Westborough, MA, suggests a modern and professional setting. Westborough is a strategic location, making the firm accessible to clients across Worcester County and MetroWest Boston. The firm offers both in-person and virtual services, including virtual estate planning via phone, email, and video conferencing (Zoom), utilizing an online encrypted portal for secure document transmission. This flexibility caters to busy families and individuals, making legal planning more convenient. They also offer evening and weekend appointments by request, further demonstrating their commitment to client accessibility and comfort.

Client testimonials overwhelmingly highlight the positive experiences with Socius Law Firm, particularly with attorney Todd S. Rosenfield. Clients praise his patience, understanding, and thoroughness in explaining complex legal concepts. Phrases like "extremely impressed," "truly represents us," and "goes above and beyond and exceeds expectations" are common in reviews. Clients appreciate his ability to simplify the estate planning process, ensuring they feel informed and confident. His deep knowledge of estate and business law, strategic abilities, and dedication to client service are consistently lauded, with many clients expressing their intention to work with him for years to come. This strong positive feedback underscores the firm's client-centric approach and the high quality of their legal services.

Promotional information for Socius Law Firm emphasizes their commitment to high-quality legal services at affordable rates. They highlight their comprehensive and empathetic guidance, aiming to give clients confidence and peace of mind. The firm actively communicates with clients through newsletters and blogs, demonstrating their ongoing commitment to client education and support. They offer various estate planning packages tailored to different needs and budgets, with fees ranging from approximately $1,200.00 to $8,500.00 for extensive plans, providing transparency on potential costs. Clients are encouraged to request a consultation via their website, sociuslawfirm.com, or by calling (508) 870-5759, which is available 24/7. This comprehensive approach to client engagement and service makes Socius Law Firm a highly attractive option for legal needs in Westborough and the surrounding areas.