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David Marshall Datz PC: Marshall Datz David
- 530 Tremont St, Boston, MA 02116

Real estate attorney, Estate planning attorney ★5.0

530 Tremont St, Boston, MA 02116, USA

5.0
Our experience with David Datz and the entire staff at Datz Law was awesome. From the first (free! :-) consultation, we knew we were in good hands. Datz represented us on the buyer's side in a real estate deal that was not a cookie cutter purchase. David and his Associate Michael Clancy were incredibly detailed and diligent about protecting our interests. I cannot say enough good things about Michael Clancy. Words escape me. He was phenomenal. And Jim, who answers the phones always made sure we were either able to reach Michael or David or got a prompt return phone call. That's another great thing about Datz Law... they answer the phones!!! No one does that anymore. Datz Law does. I HIGHLY recommend them. - Karen Lisa
David Marshall Datz PC: Marshall Datz David Overview Intro Detail Photos Location Reviews

David Marshall Datz PC: Marshall Datz David Introduce

When you're navigating the complexities of buying or selling a home, planning for your family’s future, or securing your assets, having the right legal partner is not just a convenience—it's a necessity. In Boston and throughout Massachusetts, residents seeking expert guidance often turn to David Marshall Datz P.C. Located in the heart of Boston's historic South End, this firm has built a reputation for providing personalized, diligent, and professional legal services in real estate and estate planning. Their approach is rooted in a deep understanding of Massachusetts law and a genuine commitment to protecting their clients' interests, ensuring that every step of a transaction or planning process is handled with care and precision.

A critical component of the firm's philosophy is its client-centric focus. They understand that legal matters, particularly those involving real estate and personal finances, can be both complex and emotional. As a result, the team, including David Datz and his associates, is known for being responsive, communicative, and proactive. Multiple client testimonials highlight the firm's dedication to keeping clients informed and supported throughout what can often be a stressful process. This commitment to clear communication and transparency sets a high standard for legal services and provides a sense of security and trust for those they serve. Whether you are a first-time homebuyer or an experienced property owner, knowing that your legal team is on top of every detail can make all the difference.

David Marshall Datz P.C. stands out not only for its legal expertise but also for its welcoming and inclusive environment. The firm actively promotes a safe space for all individuals, including the LGBTQ+ community. This dedication to creating an affirming and respectful atmosphere is a testament to their values and ensures that clients from all walks of life feel comfortable and well-represented. The firm believes that every client deserves to be treated with dignity and respect, and this is reflected in every interaction, from the initial consultation to the final closing.

The firm's focus on residential real estate transactions in Massachusetts is a significant area of their practice. They provide comprehensive legal support for buyers, sellers, and lenders. In a state where only an attorney can certify the title to a property, the role of a knowledgeable real estate lawyer is paramount. David Marshall Datz P.C. excels in this area, handling crucial tasks such as drafting and negotiating purchase and sale agreements, conducting thorough title searches to ensure a clear title, and reviewing all closing documents. Their proactive and detail-oriented approach helps to prevent potential disputes and ensures that clients' rights are fully protected from the offer stage through the final closing. This level of diligence provides a peace of mind that is invaluable in the fast-paced real estate market of Boston and its surrounding areas.

Beyond real estate, the firm offers expert estate planning services. They assist clients in creating customized plans that protect assets, minimize estate tax exposure, and ensure a smooth transfer of wealth. From drafting wills and trusts to establishing powers of attorney and healthcare directives, they help clients create a comprehensive plan that aligns with their personal and financial goals. The firm's membership in national organizations like WealthCounsel™ speaks to their commitment to staying at the forefront of estate planning practices, ensuring their clients receive strategic and effective solutions. They also provide compassionate guidance with estate administration and probate, helping families navigate the legal process after the loss of a loved one.

With a clear focus on two interconnected legal fields—real estate and estate planning—David Marshall Datz P.C. offers a unique and powerful combination of expertise. Often, these two areas of law intersect, such as when an estate includes real property. The firm's integrated knowledge allows them to provide seamless, holistic solutions that address both immediate transactional needs and long-term legacy goals. This dual specialization is a key advantage for clients who own property and are looking to plan for the future, ensuring that all legal matters are handled under one trusted roof.

The firm's reputation is built on the positive experiences of its clients. Reviews consistently praise the professionalism, diligence, and genuine care of the legal team. Clients highlight the prompt communication and the willingness of the staff, including the ever-responsive Jim, to ensure that phone calls are answered and messages are returned. This level of service, which can be rare today, is a core part of their commitment to their clients. The high praise for associates like Michael Clancy underscores the quality and depth of the talent within the firm. Clients feel confident and supported, knowing that they have a team of highly competent professionals advocating on their behalf.

David Marshall Datz P.C. is an excellent resource for anyone in Massachusetts seeking expert legal counsel in real estate or estate planning. They offer a blend of technical legal knowledge, proactive communication, and a genuinely caring approach that makes them a standout choice. Their commitment to accessibility and inclusivity further solidifies their position as a leading law firm in the Boston area. Whether you are a first-time homebuyer embarking on a significant life milestone or a family seeking to secure your legacy for generations to come, you can trust this firm to provide the guidance and support you need to navigate the legal landscape with confidence. Their dedication to excellence and client satisfaction is evident in every aspect of their work, making them a highly recommended choice for legal representation in the Commonwealth.

The firm's dedication to its clients is not just a promise; it's a practice. They have demonstrated an ability to handle complex and challenging situations with poise and expertise, always prioritizing the best interests of those they represent. This is particularly evident in their work on real estate transactions, where their meticulous review of documents and proactive negotiation skills have saved clients from potential pitfalls and ensured smooth, successful closings. The team’s ability to anticipate issues and address them before they become problems is a hallmark of their professional approach. This foresight, combined with their strong commitment to clear and timely communication, gives clients an undeniable advantage.

Furthermore, the firm’s estate planning services are designed to be a collaborative and empowering process. They work closely with individuals and families to understand their unique circumstances and goals, crafting bespoke legal documents that accurately reflect their wishes. This personalized service ensures that each plan is not just legally sound, but also deeply personal and meaningful. The team at David Marshall Datz P.C. recognizes that estate planning is about more than just assets; it’s about protecting loved ones and preserving a legacy. Their compassionate and knowledgeable guidance helps to demystify the process, making it less daunting and more accessible.

The firm’s roots in the local community are strong, and they understand the specific legal nuances of operating in Massachusetts. This local expertise is invaluable, whether it’s navigating the intricacies of Boston’s real estate market or understanding the state-specific requirements for wills and trusts. By focusing on these core areas of law within the local context, they provide a level of specialized service that is difficult to find elsewhere. This specialization, combined with their inclusive and friendly environment, makes David Marshall Datz P.C. a trusted legal partner for a wide range of needs.

In conclusion, for those in Massachusetts seeking a law firm that combines legal excellence with genuine client care, David Marshall Datz P.C. is a standout choice. Their expertise in real estate and estate planning, coupled with their commitment to accessibility and clear communication, provides a level of service that is both professional and deeply personal. Their positive reputation is well-earned, built on a foundation of trust, diligence, and successful outcomes for their clients.

Location and Accessibility

The primary office of David Marshall Datz P.C. is located in the vibrant South End neighborhood of Boston, Massachusetts. Situated at 530 Tremont Street, the office is easily accessible to clients from across the Boston metropolitan area and beyond. The firm's location in a prominent part of the city makes it a convenient choice for appointments.

For those with mobility concerns, the office is equipped with accessibility features to ensure a welcoming experience for all. These features include a wheelchair-accessible parking lot and a wheelchair-accessible restroom. The building also offers gender-neutral restrooms, reflecting the firm's commitment to inclusivity and providing a comfortable environment for all clients.

Services Offered

  • Real Estate Law: Comprehensive legal support for residential real estate transactions, including representation for buyers, sellers, and lenders. This encompasses drafting and reviewing purchase and sale agreements, title examination, and conducting closings.
  • Estate Planning: Personalized guidance on creating legal documents to secure your future. Services include drafting wills, trusts, powers of attorney, and healthcare directives to protect assets and honor client wishes.
  • Estate Administration and Probate: Assisting families in navigating the legal process following the death of a loved one, including asset distribution and working with the Probate Court to minimize financial consequences.
  • Business Entity Formation: Assisting clients in the formation of legal entities, such as LLCs or corporations, particularly for holding real estate.
  • Condominium Law: Offering specialized legal counsel to condominium owners and associations on governance, refinancing, and other related matters.
  • Title Research: Conducting thorough title searches to ensure properties have a good, clear title, free of any liens or outstanding issues.

Features / Highlights

  • LGBTQ+ Friendly: The firm provides a welcoming and safe environment for clients from the LGBTQ+ community.
  • Transgender Safespace: A firm committed to being a safe and respectful space for transgender individuals.
  • Client-Centric Approach: Praised by clients for proactive communication, responsiveness, and genuine care throughout the legal process.
  • Highly Recommended: Consistently receives positive reviews for professionalism, diligence, and successful outcomes.
  • Comprehensive Expertise: Specializes in the interconnected fields of real estate and estate planning, providing seamless and holistic legal solutions.
  • Appointments Recommended: To ensure personalized attention, the firm recommends scheduling an appointment.

Contact Information

Address: 530 Tremont St, Boston, MA 02116, USA

Phone: (617) 357-9333

Mobile Phone: +1 617-357-9333

What is Worth Choosing

Choosing a law firm is a significant decision, and for residents in Massachusetts, David Marshall Datz P.C. offers a compelling set of reasons to be your legal partner. Their stellar reputation is built on a foundation of expertise, empathy, and unwavering client advocacy. The reviews from satisfied customers speak volumes about their commitment to excellence. Whether it's the meticulous attention to detail from the legal team, the proactive communication that keeps clients informed at every turn, or the simple fact that a real person, like Jim, answers the phone, the firm prioritizes the client experience above all else. This personal touch, combined with their deep knowledge of Massachusetts real estate and estate planning law, makes them a trustworthy and highly effective choice. They don't just handle legal matters; they build relationships based on trust and a shared goal of achieving the best possible outcome for their clients. For anyone in the Commonwealth needing expert legal guidance, especially in matters as important as your home or your legacy, the professionalism and human-centered approach of David Marshall Datz P.C. make them a truly exceptional option.

David Marshall Datz PC: Marshall Datz David Details

  • Service options

  • Language assistance
  • Accessibility

  • Wheelchair accessible parking lot
  • Wheelchair accessible restroom
  • Amenities

  • Gender-neutral restroom
  • Restroom
  • Crowd

  • LGBTQ+ friendly
  • Transgender safespace
  • Planning

  • Appointments recommended

David Marshall Datz PC: Marshall Datz David Photos

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David Marshall Datz PC: Marshall Datz David Location

David Marshall Datz PC: Marshall Datz David

530 Tremont St, Boston, MA 02116, USA

David Marshall Datz PC: Marshall Datz David Reviews

An average rating of ★5 from 12 user reviews.

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