JORDAN & WHITE

Zeal. Integrity. Gratitude. Growth.

Massachusetts Estate Planning,
Real Estate & Probate Lawyers

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J&W 2023 Boston Top Lawyers
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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 on Steve Riley's Podcast:
Great Practice. Great Life.

Hear Jonathan White discuss the importance of balancing professional success with personal well-being on the latest episode of Steve Riley's Podcast: Great Practice, Great Life. Discover how exercise and goal setting helped him navigate the pressures of a growing practice during the pandemic.