JORDAN & WHITE
Zeal. Integrity. Gratitude. Growth.
Massachusetts Estate Planning,
Real Estate & Probate Lawyers
Jordan & White, LLC
At Jordan & White, we protect your interests now and build solid plans for the future. We provide comprehensive custom estate planning services to assess and accomplish your goals in all stages of life.
In real estate transactions, we work with buyers, sellers, and lenders to prevent potential problems. We strive for successful closings to move forward without issue. We guide families through the challenges of probate, estate, and trust administration with efficiency and compassion.
Estate Planning
All of our plans include:
- Consultation and Custom Design
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Release
Revocable Living Trust Plan
Best For: Those with over $1 million in assets who want to avoid probate and have estate tax relief.
- Revocable Trust
- Pourover Will
- Emergency Guardian Appointment
- Trust Funding
- No Charge for Plan Review Meeting Every 3 Years
- Maximum Available Protection of Trust Assets From Estate Tax
Last Will & Testament Plan
Best For: Those who have assets and are looking towards the future.
- Outright Distribution to Surviving Spouse
- Emergency Guardian Appointment
- Editable Delegation of Parental Decision Making Authority
- Trust for Minor Children via Pourover Will
- Will for Outright Distributions to Surviving Spouse
For Parents with Children Turning 18
Best For: Young adults who recently turned 18 and need basic estate planning documents in place.
- Financial Power of Attorney
- Medical Power of Attorney
- HIPAA Release
Probate
Estate
Administration
We help ensure one's financial affairs are wound up, and property is distributed upon death.
Trust
Administration
We help manage a trust for the benefit of the trust beneficiaries after the trust creator's death.
Real Estate
Administration
We help get a house through the probate process.
Real Estate
For Buyers
We help you create a purchase and sale agreement, work with a seller's attorney to help with the closing process, and place homestead on your property.
For Sellers
We help you create a purchase and sale agreement, prepare the deed, attend the closing, and ensure the home proceeds go to the right place.
For Lenders
We help you manage the closing transaction, including preparing due diligence (title exam, real estate taxes, and plot plan), organizing and scheduling a timely closing, ensure documents are on record and funds are dispersed properly.
Client Testimonials
Jonathan White was the attorney on the sale of my investment property. He was very thorough on all the documents required for the sale of the property, ensuring that my interests were protected. He was responsive to questions and took time to walk through all questions. Additionally, Jonathan was central to the communication through the entire sale. Jon kept us up to date on all key deliverables and always made himself available to to talk through the details.
Paula B.
We found Jonathon White and his colleagues a pleasure to work with. We always felt comfort knowing that all the details, regarding our loan were being taken care of in the most professional manner. The process was made easy, beginning to end and would certainly work with Jordan & White, LLC again!
John H.
Jonathan recently handled the closing for our home. The transaction was very smooth. He and his team were very professional, responded quickly to all of my questions, and ensured that I knew what was going on through the process. His knowledge of real estate showed distinctly when working with the solar company (the home has leased solar panels) - he was able to negotiate the removal of a lien on the property to ensure that our lender was given first lien priority. He took the time to explain everything we had questions about at closing. In short, I would highly recommend Jonathan.
Bryan
My wife and I had a wonderful experience getting out estate planning in order with Jonathan - he explained the process thoroughly before we began and helped walk us through the ( admittedly not much ) paperwork. Thanks for your help!
Dan SJ.