Planning for a Great Life™

You should be able to leave this world knowing the people you love will be okay.

Most people don't have a plan. Not because they don't care — because thinking about it is hard. We make that part easy.

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Most people who come to us say the same thing: "I know I should have done this sooner."

They're not procrastinators. They're busy people who didn't know who to call, didn't want to think about it, or called somewhere that never called back. If any of that sounds familiar, you're in the right place.

Managing Attorney · Jordan & White, LLC · Danvers, MA

"My family has been on the receiving end of almost everything I help clients navigate — a sibling's addiction and how it affected every estate decision we made, losing my mother to cancer, settling my grandparents' estate, and now walking alongside my in-laws through assisted living. I didn't build this practice from a textbook. I built it from what I've lived." — Jonathan White

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Jordan Boston Magazine 2024
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Every Engagement Starts with a conversation.

Tell us your situation. We'll tell you exactly what comes next — and what it costs.

Estate Planning

You want a plan that protects your family when you're not there.

Fixed fees, disclosed before you commit. No hourly billing. No surprises. Your first conversation is always free.

Estate Administration

Someone you love has died. You're not sure what comes next.

Flat fees. Deferred payment available when the estate includes real estate. No hourly billing while you grieve.

Real Estate

Selling a property, navigating a commercial transaction, or connecting real estate to your estate plan.

Residential, commercial, and estate-connected transactions. Fees quoted individually.

Existing clients

Life has changed. Your plan should too.

New baby, new home, new business — if something significant has shifted, your plan may need updating.

Getting started is easier than you think

Three steps. Clear fees. No surprises.

Step 1

Tell us what's going on.

Book a free Discovery Session. We listen, ask the right questions, and make sure you understand your options. No pressure, no commitment.

Great Life Discovery Session™
or Estate Discovery Session™

Step 2

We build your plan together.

We design exactly what you need and walk you through every detail. When you're ready, you sign at your Great Life Signing Ceremony™.

Great Life Discovery Session™
or Estate Discovery Session™

Step 3

Your family is protected.

You leave knowing the people you love will be okay. And we stay in your corner — checking in as your life changes.

Great Life Discovery Session™
or Estate Discovery Session™

What our clients say

A will doesn't avoid probate court. It guarantees it.

The difference is you've told the court how you want things handled. The process is the same either way — unless you have a properly funded trust.

~10%

of the estate's value typically lost to probate expenses

12+ months

assets tied up in Massachusetts probate court

Public record

all financial information made available to anyone who looks