Estate Planning


Attorney Kaplan works to create the right estate plan for you, taking into account your current family situation and what you would like to accomplish in the future.  Law Offices of Alexis B. Kaplan, LLC provides wills, powers of attorney, health care proxies, living wills, and trusts tailored to your needs.


Your last will and testament is vital to ensuring that your interests are accounted for, that you are providing properly for your family or loved ones, and that you are naming guardians whom you approve for your children.  Attorney Kaplan additionally prepares separate guardianship proxies for the naming of guardians which can be used in a situation of disability.


Trust instruments are used in estate planning for a number of different purposes. They can ensure that your assets are used in the way that you intend and distributed to those people that you choose. The right kind of trust can also help you reduce or eliminate your estate tax liability, or ensure that you or a loved one can use personal assets in a way that will not put government benefits at risk.  Other benefits of properly created and funded trusts can be to avoid probate, or to avoid the need for a conservatorship to be named to handle assets on behalf of a minor child. Trusts that are commonly used in various situations include family trusts, irrevocable life insurance trusts (ILITs), special needs trusts, and revocable trusts, also known as living trusts. Your situation and your needs will dictate if any of these are appropriate to help you reach your goals.

Powers of Attorney

A power of attorney allows for someone you trust to have access to your accounts and assets.  The power of attorney provides the benefit of convenience in regular times, and provides protection for you and your assets in the situation of incapacity. A power of attorney can also serve to prevent the need for a court appointed conservator to serve on your behalf in the case of incapacity.

Health Care Proxies

A health care proxy allows you to appoint someone to make medical decisions on your behalf only when you are unable to do so. Having a health care proxy in place allows you the choice not only of the individual to make decisions for you, but also works to prevent the court process involved in having a guardianship set up on your behalf in the situation of incapacity. Law Offices of Alexis B. Kaplan, LLC also prepares HIPAA waivers so that your health care agent will have access to your medical information to make proper and informed decisions about your medical care.

Living Wills

Living wills describe to your health care agent, doctors, and nurses what you would like to happen in cases involving difficult medical situations.  Having your wishes known can serve as a great comfort to you and those charged with making medical decisions on your behalf.


One part of your overall estate planning design may be protecting for your real estate and ensuring that your home does not go through the probate process. Attorney Kaplan will discuss these options with you as part of your consultation and help you see various options available depending on your situation and your needs.

Beneficiary Designations

One important part of estate planning that should not be overlooked is a comprehensive review of your assets and using all tools available, including beneficiary designations, to ensure that your plan will be carried out and in the simplest way possible.

Contact Law Offices of Alexis B. Kaplan, LLC today to schedule your estate planning consultation.

Law Offices of Alexis B. Kaplan, LLC

92 State Street, 2nd Floor, Boston, MA 02109 | 617.903.0225 |

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