978.745.6006 jackie@vosslees.com

Estate Planning


A well-designed estate plan can do many things. Estate planning can be generally divided into two components: lifetime planning and death planning. Lifetime planning typically includes powers of attorney, health care proxies, living wills (end of life choices) and asset protection.

Death planning typically includes wills and trusts to control the disposition of assets, nomination of fiduciaries, and payment of legal debts.


Maintaining Freedom and Control

Estate planning can preserve assets, avoid or lessen estate taxation, and avoid court intervention in making your decisions. Planning also provides an opportunity to state your preferences regarding health care and end of life choices, vest authority in someone else to make those decisions and give you assurance that you have all your “ducks in a row.”

Without the proper estate planning, families may need to go to court to get the authority to make health care and financial decisions for their loved ones. Effective planning avoids court intervention, thereby saving money, effort and anxiety during an already stressful time.


The Estate Planning Process

Estate planning generally includes five primary documents: a will, health care proxy with advanced directives (end of life choices), durable power of attorney, HIPAA release and homestead declaration. Many estate plans include trusts for several different purposes. Some of the most common purposes of trusts are to avoid or lessen the tax impact of death, controlling distributions of assets to minor or spendthrifts, ensuring assets remain in bloodlines, providing for disabled children and adults while preserving eligibility for government programs and probate avoidance.

The goal is to assist people in making the right decisions about their estate assets and create the legal vehicles that can help them achieve their goals. Estate planning should take the holistic approach to achieve goals. It is critical to consider personal estate planning goals, tax goals, lifetime needs and family needs to ensure that your estate planning uniquely meets your objectives. Estate planning documents should be flexible enough to accommodate foreseeable major life events, asset preservation and orderly distribution of assets upon death. Nonetheless, it is always wise to re-evaluate your estate planning documents at major life events such as significant growth or acquisition of assets, marriage, divorce, and birth of children and grandchildren.

What Our Customers Say. . .

Legal expertise with clarity, empathy and consideration…

"Attorney Voss Lees is very thorough and she provides her legal expertise to us with clarity, empathy and consideration. We especially appreciate her prompt responses to our questions and concerns at any time which reassures us that our legal matters are up to date through our continued relationship."

Estate Planning Client, Wakefield, MA

Estate planning peace of mind…

"My husband and I found our experience with her to be very gratifying.

Attorney Voss Lees was professional, thorough, friendly and accommodating. It was a pleasure working with her in connection with our estate planning and now we have peace of mind. Thank you so much for everything."

As a family, we always feel that Jackie is there for us.

I have been a client of Jackie's for nearly 10 years now and the trials and tribulations of life sometimes necessitate the need for representation in family court, real estate matters, small business matters, estate planning, ETC... Myself,  my wife and my family have all turned to Jackie in our times of need for her knowledge and skill set. Jackie always responds to emails or phone calls in a timely manner and is very punctual, she explains the process of the task at hand and is very open to feedback, suggestions and the like from clients. 

As a family, we always feel that Jackie is there for us. There is no handing off to an associate or paralegal, from the first email or phone call all the way through to the closing gavel or having the last document signed, the client has Jackie at their side every step of the way. I highly recommend Jackie, I don't know how she accomplishes so much, but I sure am grateful that she does!

"Forever Indebted"
Danvers, Ma.


Brilliant Attorney for Our Family

Attorney Lees has been our family attorney for over twenty eight years. She has been extremely effective in dealing with the many legal issues we have encountered.   She has a brilliant legal mind and is totally committed to doing the best she can for her clients; she never gives up.  There is no better lawyer than Jackie Lees!

Multi-Service Family & Business Client

27 Congress Street, Suite 1512

     Salem, Massachusetts 01970


108 Main Street

    Amesbury, Massachusetts 01913


  978 745-6006 (office)

  978 745-9071 (fax)

The information you obtain at this site is not legal advice. You should use the content of this website for informational purposes only. No attorney-client relationship can be formed through this website. This webpage may be considered "advertising" under the Massachusetts SJC Rule 3:07.