Todd Rosenfield, Estate Planning Attorney ico

Todd Rosenfield, Estate Planning Attorney

Lawyers Near MeMassachusettsWorcester CountyWestboroughWest Park Drive

1900 W Park Dr #280, Westborough, MA 01581, USA

5.0

We could not have been happier than we were with our experience working with Attorney Rosenfield . He truly listened to our wants and needs, and was very thoughtful in giving us a a finished product we are confident will serve us very well in the future. He had a great deal of patience as he guided us through the process. We will use him again and would highly recommend him to others . Claudia and Reg Lavoie

reginald lavoie
  • Overview
  • (508) 870-5759
  • sociuslawfirm.com

Hours

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

Todd Rosenfield, Estate Planning Attorney Introduce

For residents of Westborough, Massachusetts, and the surrounding communities, securing one's future and protecting generational assets requires thoughtful and expert legal guidance. Todd Rosenfield, Estate Planning Attorney, operating under the umbrella of Socius Law Firm, provides precisely this specialized expertise. Conveniently located at 1900 W Park Dr #280, Westborough, MA 01581, USA, Attorney Rosenfield serves as a dedicated resource within the "Lawyers Near Me" category, committed to offering comprehensive estate planning, probate, and business law services. This detailed introduction will objectively explore the firm's environment, the range of services provided, its distinguishing features, and relevant promotional information, drawing from available public data and insightful client testimonials.

The office environment of Todd Rosenfield, Estate Planning Attorney, situated in Westborough, is designed to facilitate a professional, confidential, and comfortable experience for clients. While specific interior design details are not publicly detailed, a law office specializing in estate planning typically provides a serene and focused setting where sensitive financial and personal matters can be discussed with utmost discretion. The Westborough location, particularly within a professional park setting like 1900 W Park Dr, suggests accessibility and ease of access for clients, with ample parking and a professional atmosphere. This physical presence in Westborough makes the firm a convenient and relevant option for individuals and families searching for local legal expertise in estate planning and related areas.

Todd Rosenfield, with nearly 30 years of experience, leads a practice that specializes in key areas crucial for individuals, families, and business owners. The core of his services lies in comprehensive estate planning. This includes:

  • Wills: Crafting legally sound wills to ensure assets are distributed according to clients' wishes.
  • Trusts: Designing various types of trusts (e.g., revocable trusts) to help clients avoid probate, protect assets, and control distributions to beneficiaries. The firm emphasizes that trusts can offer significant tax benefits and maintain privacy.
  • Powers of Attorney & Healthcare Directives: Preparing advance directives for healthcare and durable powers of attorney to ensure that clients' financial and medical decisions are managed by trusted individuals in case of incapacity.
  • Asset Protection Planning: Implementing strategies to safeguard assets from potential risks, including long-term care costs and creditors.
  • Estate Tax Planning: Advising on strategies to minimize or eliminate estate taxes, especially for well-established families with significant wealth.
  • Probate: Guiding families through the Massachusetts probate process, a necessary step when a family member passes away with or without a will, or becomes incapacitated. The firm provides compassionate and detailed guidance during these difficult times.
  • Business Law: Offering services to business owners, including business succession planning, business formation (e.g., LLCs and corporations), and business litigation. This highlights Attorney Rosenfield's dual expertise, serving both personal and entrepreneurial legal needs.

The firm emphasizes a "comprehensive estate plan" that goes beyond just a simple will, often incorporating property deeds, insurance policies, and beneficiary designations to leave "no stone unturned." They also offer different "estate planning levels," ranging from starter plans for young families to more robust plans for those seeking extensive asset protection and tax minimization, with transparent fee structures ranging from approximately $1,200 to $8,500 for extensive plans, with advanced options available.

The distinguishing features of Todd Rosenfield's practice are consistently lauded by his clients. A prominent theme in testimonials is his ability to "truly listen to our wants and needs" and to be "very thoughtful in giving us a finished product we are confident will serve us very well in the future." Clients appreciate his patience, noting that he "guided us through the process" and "took the time to explain everything in detail and gave us plenty of time to ask questions." This commitment to clear communication and client understanding is vital, as estate planning can involve complex legal concepts. Furthermore, clients highlight his upfront honesty regarding costs, with one stating, "I appreciated how up-front he was with the cost of the different estate plan options." This transparency eliminates financial anxiety, allowing clients to feel comfortable asking all their questions. Attorney Rosenfield is described as "personable," taking "interest in his clients as people," and going "above and beyond and exceeds expectations." His dedication to "establishing lawyer-for-life relationships" is a core principle, ensuring ongoing support as life circumstances change, as noted by a client who appreciated his willingness to "meet with us in the future to ensure our plan keeps up with changing life circumstances." This long-term perspective and commitment to client relationships are significant differentiators. His deep understanding of the intricacies of estate planning, combined with professionalism and empathy, ensures personalized plans that meet unique needs. He is also an active member of the Massachusetts Forum of Estate Planning Attorneys and WealthCounsel, demonstrating his commitment to staying current with the latest trends and maintaining a high standard of practice.

From a promotional standpoint, the abundance of glowing client testimonials serves as the most powerful endorsement for Todd Rosenfield, Estate Planning Attorney. Reviews like "We could not have been happier" and "I highly recommend hiring this law firm" speak directly to the firm's effectiveness and client satisfaction. The firm actively promotes a "free consultation" offer, a crucial incentive for potential clients to take the first step in addressing their estate planning needs without financial commitment. This offer is highlighted across their online presence as a way to "experience the peace of mind that comes from working with a knowledgeable and empathetic attorney." The firm's website, under the Socius Law Firm banner, also offers valuable educational resources, such as blogs, to inform potential clients about estate planning concepts. They emphasize their ability to handle "all the paperwork, giving you the freedom to enjoy the present while securing a stable future." The clear and accessible phone numbers, (508) 870-5759 and +1 508-870-5759, are prominently displayed for inquiries. The firm's commitment to "virtual estate planning" also broadens its reach and convenience, reflecting a modern approach to legal services. Todd Rosenfield's consistent positive feedback for nearly three decades of experience positions him as a highly trusted and reliable choice for anyone seeking "Lawyers Near Me" for estate planning in the Westborough area and beyond.

In conclusion, Todd Rosenfield, Estate Planning Attorney, at Socius Law Firm in Westborough, MA, is a highly experienced and client-centric legal professional dedicated to comprehensive estate planning, probate, and business law services. With nearly three decades of practice, he is consistently praised for his deep knowledge, transparent communication, patience, and empathetic approach, ensuring clients feel understood and confident in their legal plans. His commitment to building "lawyer-for-life relationships" and offering a free initial consultation further solidify his standing as a premier choice for individuals and families in Westborough and throughout Massachusetts seeking peace of mind through expert legal guidance in securing their future.

Todd Rosenfield, Estate Planning Attorney Photos

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Todd Rosenfield, Estate Planning Attorney Location

Todd Rosenfield, Estate Planning Attorney

1900 W Park Dr #280, Westborough, MA 01581, USA

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Reviews

We could not have been happier than we were with our experience working with Attorney Rosenfield . He truly listened to our wants and needs, and was very thoughtful in giving us a a finished product we are confident will serve us very well in the future. He had a great deal of patience as he guided us through the process. We will use him again and would highly recommend him to others . Claudia and Reg Lavoie

Apr 27, 2025 · reginald lavoie

Found Todd with a little web searching while looking for an estate planning attorney. Was impressed by the Socius website, so I scheduled a consultation. After we filled out the pre-planning questionaire, Todd explained our options for moving forward. I appreciated how up-front he was with the cost of the different estate plan options. Once we made our choice, Todd put together a comprehensive set of documents, meeting with us regularly to review drafts. Once we finalized and signed everything, he gave us helpful instructions for moving forward. I especially appreciate how, he's willing to meet with us in the future to ensure our plan keeps up with changing life circumstances.

Dec 10, 2024 · Matt Hagen

My spouse and I had a very positive experience with Todd Rosenfield. Each time we met, he explained everything in detail and gave us plenty of time to ask questions. The legal documents that he provided to us are very thorough and we feel confident with the final product. I highly recommend hiring this law firm.

Jan 24, 2025 · Diane M.

Todd was wonderful to work with on our estate plan. He was organized and thorough and made everything really easy for us. We highly recommend him!

Feb 08, 2025 · Katie Kasowitz

Todd is very attentive, makes sure we understand every document. He allayed all our concerns and put us at ease. He is prompt for meetings at his office and in responding to our emails. Highly professional and pleasure to work with

Dec 17, 2024 · Vlad Gurevich

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