Guiding you in developing a uniquely-designed plan that protects your family, avoids the courts and sets the stage for continued family harmony, allowing you to rest easy with comfort and peace of mind. Through personal family experiences in dealing with Alzheimer's Disease and the loss of a loved one, we came to realize that we all have to be prepared for unexpected occurrences.
If not for the careful planning our families did, the emotional and financial impact of these events would have been far more devastating and overwhelming. At Simmons & Schiavo, we use unique processes that we have designed and developed to give you ongoing confidence, comfort, clarity and peace of mind.
If not for the careful planning our families did, the emotional and financial impact of these events would have been far more devastating and overwhelming. At Simmons & Schiavo, we use unique processes that we have designed and developed to give you ongoing confidence, comfort, clarity and peace of mind.
Services
We are here to help you and your family. Wouldn't it be great to have peace of mind knowing that your loved ones will inherit your assets and will do so privately and efficiently, without the burden, delay and expense of the probate court and that your assets and medical care can be properly managed if you become incapacitated?
Take Exit 53 towards Woburn/Wilmington. Keep right onto MA 38 N/ Main Street and use the left two lanes (first traffic light) to turn onto Elm St./ Baldwin Green Common. Stay to the left, keeping Applebee's restaurant on your left. Follow about 1/4 of a mile until you see 400 TradeCenter on your right.
The Family Estate & Legacy Programis our trademarked seven-step estate planning process personalized just for you. It all starts with your Client Organizer that you complete and which gives us a starting point to analyze your current situation. It also provides us the facts that we need to ask you the right questions pertinent to you.
The Estate Settlement Program consists of seven modules designed to lead you through your loved one's probate and/or trust administration. Our experienced legal team guides you every step of the way, helping you navigate an otherwise complex legal, tax and financial world. The Estate Settlement Program Snapshot is an overview of the legal, tax and financial road that we will travel together following the loss of your loved one.
When you're facing a long-term care crisis, getting the right care for your loved one is critical. It can easily cost thousands of dollars each and every month, but it doesn't have to. There are better solutions, but navigating the complex maze of legal and financial long-term care options is a daunting and overwhelming task.
Reviews (10)
Guy Paladino
Dec 24, 2021
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My wife and I have been procrastinating on a trust for a few years now. After a couple of references, we contacted Marco Schiavo to get the process started. Marco was patient, explaining (multiple times) the different types of trusts, providing various options my wife and I can use to give us peace of mind that our family will be able to enjoy our assets. We were able to meet with Marco in person and via zoom. Completing the Trust was painless and informative. I enthusiastically recommend Marco for his knowledge and professionalism, throughout this process.
Robert Rosenblatt
Dec 07, 2021
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Positive: Professionalism, Responsiveness
I had been postponing Estate Planning for several years now. It was something I needed to do but found difficult to get moving on. Marco made the process smooth easy to do and a pleasant learning experience. I would recommend Simmons & Schiavo to any of my friends.
I had been postponing Estate Planning for several years now. It was something I needed to do but found difficult to get moving on. Marco made the process smooth easy to do and a pleasant learning experience. I would recommend Simmons & Schiavo to any of my friends.
Jim Rivera
Nov 30, 2021
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Great, professional service.
My wife and I put off doing our estate planning for years. After finally getting our act together, we couldn't be happier with our decision to go with Simmons & Schiavo. Mr. Simmons took the time to explain the process thoroughly and answer all of our questions. Staff was responsive on follow ups.
Very pleased.
My wife and I put off doing our estate planning for years. After finally getting our act together, we couldn't be happier with our decision to go with Simmons & Schiavo. Mr. Simmons took the time to explain the process thoroughly and answer all of our questions. Staff was responsive on follow ups.
Very pleased.
John Feerick
Nov 26, 2021
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I was referred to Marco as an estate planning attorney. It was apparent during our first meeting the we were referred to the right person. Marco and his team were very knowledgeable, professional and timely as they developed our estate planning documents. He brought to light many issues that others had overlooked. We look forward to working with Marco and his team in the years to come.
Anastasia Prakharenka
Nov 26, 2021
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Marco Schiavo is extremely professional, detail-oriented attorney. He listened to my complex situation and was able to guide me through the process so I can fully understand with minimal time spent on research. He provided a guide to help me explain all the steps along with the additional educational material. His team stayed in touch with me through out the process to help me gather all the paperwork. After completing the estate planning, Marco's team followed up to make sure that everything was completed to my satisfaction. I cannot recommend Marco and his team enough if you are looking for a
Glenn Johnson
Nov 22, 2021
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My wife and I recently realized that the will we did 30 years ago was woefully inadequate. My sister had used Kenneth Simmons at Simmons and Schiavo and recommended him to help us redo our estate plan.
He was very patient and explained our options thoroughly. It was a pleasure working with him and we feel very comfortable and confident with the final results.
We highly recommend him.
Glenn T Johnson
He was very patient and explained our options thoroughly. It was a pleasure working with him and we feel very comfortable and confident with the final results.
We highly recommend him.
Glenn T Johnson
Stacie Hopkins
Oct 31, 2021
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From the first contact with Marco, he made us feel at ease and that we were his only clients. He took the time to explain everything until we understood completely. He is readily available when we needed anything and was the one who responded to any of our questions or concerns. We are so happy and completely satisfied with Marco and are so glad we have had him handle our affairs.
Kim K.
Oct 22, 2021
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Working with Marco and his team is a pleasure. They are extremely knowledgable and thorough, and truly have our best interests front and center. Everyone has a different situation and Marco takes the time to understand that, providing the most relevant advice and recommendations. It's a real comfort knowing we have a trusted advisor by our side.
Michele Penta
Aug 26, 2021
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My husband and I knew we had to begin the estate planning process, but did not know much about it. Marco walked us through each step, taking time to explain everything in detail , so that we completely understood the process. He tailored our plan to our specific needs, and helped us identify some areas we wanted to pay special attention to, in order to keep things seamless moving forward. The office is nothing short of professional, easy to work with, down to earth and it was a very pleasant experience overall.
Luciano Cornelio
Aug 17, 2021
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My husband and I found Marco Schiavo to be very professional in explaining the process in great detail of our Estate Planning.
He made sure that we fully understood each step of the process. He took his time and fully answered all our questions .
Marco provided illustrations/diagrams of the process to better show us how the whole process of our Trust would work .
Using his knowledge and experience Marco provided us with many additional information and recommendations to complete our Estate Plans. He made us feel very comfortable that we can call him at any time for any questions or concerns
He made sure that we fully understood each step of the process. He took his time and fully answered all our questions .
Marco provided illustrations/diagrams of the process to better show us how the whole process of our Trust would work .
Using his knowledge and experience Marco provided us with many additional information and recommendations to complete our Estate Plans. He made us feel very comfortable that we can call him at any time for any questions or concerns
