Margolis Bloom & D'Agostino

Margolis Bloom & D'Agostino Introduce

When it comes to planning for the future, protecting your assets, or navigating the complexities of elder law, having a skilled and trustworthy legal team is paramount. For residents of Wellesley and the wider Massachusetts community, Margolis Bloom & D'Agostino stands out as a preeminent law firm specializing in these critical areas. Their practice is built on a foundation of deep expertise, compassionate client service, and a proactive approach to legal strategy. This article serves as a comprehensive guide to their services, helping you understand why they are a top choice for anyone in the region seeking legal counsel for estate planning, elder law, and related matters.

The legal landscape surrounding aging, illness, and wealth transfer can be intricate and emotionally taxing. Margolis Bloom & D'Agostino is dedicated to simplifying this process for their clients, providing clear, concise, and expert guidance every step of the way. From drafting essential estate planning documents to handling complex probate administration and litigation, they are committed to ensuring their clients' peace of mind. The firm's reputation is not just built on their legal victories, but on the genuine care and personal attention they provide to each individual and family they serve. As one client eloquently stated in a review, the firm centers their clients in difficult times, demonstrating a level of empathy and support that is rare and invaluable.

In the following sections, we will delve into the specific services offered by Margolis Bloom & D'Agostino, highlight their convenient location and accessibility, and explore the unique features that make them a standout choice. We will also provide essential contact information to help you connect with their team and begin your journey toward securing your future. By choosing a firm with such a strong client focus and a proven track record of success, you can be confident that your legal matters are in the best possible hands.

A firm’s location and accessibility are key factors in ensuring a smooth and stress-free client experience. Margolis Bloom & D'Agostino is ideally situated at 20 William St #320, Wellesley, MA 02481, USA. This location places them at the heart of Wellesley, a convenient hub for clients from surrounding communities like Needham, Weston, and Natick. The office is easily reachable by car, and its presence within a professional building makes it a well-established and easy-to-find destination for appointments.

In addition to their prime location, the firm is committed to ensuring full accessibility for all clients. The building features a wheelchair accessible entrance, a wheelchair accessible parking lot, and a wheelchair accessible restroom. This dedication to physical accessibility demonstrates a strong commitment to serving every member of the community, regardless of mobility. Furthermore, they offer both online appointments and onsite services, providing flexibility and convenience. This hybrid approach allows clients to choose the option that best suits their needs, whether they prefer an in-person meeting or the ease of a virtual consultation. The combination of a central location and comprehensive accessibility makes engaging with the firm a seamless process.

Margolis Bloom & D'Agostino specializes in two primary areas: elder law and estate planning. Their extensive list of services covers every aspect of these complex fields, providing a one-stop-shop for clients’ needs.

Estate Planning: Includes basic estate planning, creating an estate plan, drafting revocable trusts, and preparing durable powers of attorney. They also specialize in estate planning for the aging, and international estate planning.
Elder Law: Focuses on long-term care planning law, assisted living, nursing home protection, and life care planning. They assist with legal services related to health care and financial management.
Special Needs Planning: Provides expert guidance on special needs and estate planning, supplemental needs trusts, and special needs trust planning to protect loved ones with disabilities.
Probate and Trust Administration: The firm handles the probate process, probate administration, and probate avoidance, as well as trust administration and trustee services. They also represent clients in fiduciary litigation.
Asset and Tax Planning: Offers solutions for asset protection, tax reduction, estate tax planning, and tax return preparation to maximize the value of your estate.
Financial and Legal Consulting: Provides personal injury settlement consulting and planning, helping clients manage and protect large settlements to ensure financial security for the future.

Several key features and highlights distinguish Margolis Bloom & D'Agostino as a premier legal practice in Massachusetts. Their reputation is built on their exceptional service and professional values.

Proven Expertise and Compassion: A client review highlighted how a team member was "clear, calm, smart, and focused on the facts," and an "absolute powerhouse." This demonstrates their ability to be both a skilled advocate and a caring support system during difficult times.
Client-Centered Approach: The firm takes a personal and respectful approach, as evidenced by a paralegal's touching message to a client: "He was a good man and he loved you." This level of empathy shows that they genuinely care about their clients as people, not just as cases.
Team-Based Excellence: Client testimonials often praise not just a single attorney but the entire "excellent team," including paralegals and support staff, for being "helpful and engaged and always there to answer any questions." This collaborative model ensures comprehensive and consistent service.
Full Accessibility: The availability of a wheelchair accessible entrance, parking, and restroom makes their services truly accessible to everyone in the community.
Flexible Service Options: The firm offers both online appointments and traditional onsite services, providing clients with the flexibility to choose how they wish to engage with the legal team.
Strategic and Meticulous Work: The review mentions the firm's use of "thick binders full of documents detailing every confusing turn," highlighting their meticulous and thorough approach to case preparation.

For those ready to discuss their legal needs or schedule a consultation, here is the essential contact information for Margolis Bloom & D'Agostino. Their team is ready to provide the professional and compassionate guidance you need.

Address: 20 William St #320, Wellesley, MA 02481, USA

Phone: (781) 705-6400

Mobile Phone: +1 781-705-6400

Given their policy of recommending appointments, it is best to call ahead to ensure a dedicated time to discuss your legal matters with a member of their team.

Choosing a law firm for elder law and estate planning is a monumental decision, one that affects not only your future but also the future of your loved ones. Margolis Bloom & D'Agostino is worth choosing for many reasons, chief among them being their blend of professional expertise and genuine human compassion. The glowing testimonials from real clients, like the one who said they "cannot recommend Sarah Hartline highly enough" and that the firm was "genuinely on my side at a time when I really needed someone on my side," are a powerful endorsement. They are a testament to the fact that this firm delivers results while treating clients with the dignity and respect they deserve.

The firm’s comprehensive service list ensures they can handle virtually any issue related to estate planning or elder law, providing a seamless and integrated legal experience. The availability of online and onsite services, coupled with full physical accessibility, makes their services not only expert but also practical and convenient. In times of stress and uncertainty, having a team that is not only knowledgeable but also caring, communicative, and truly on your side is invaluable. Margolis Bloom & D'Agostino embodies these qualities, making them an excellent and trustworthy choice for anyone in Massachusetts seeking to protect their legacy and plan for the future.

Margolis Bloom & D'Agostino Services

Estate Planning Attorney
Asset Protection
Assisted Living
Basic Estate Planning
Case Management
Create An Estate Plan
Durable Power Of Attorney
Elder Law Estate Planning
Estate Administration
Estate Planning Documents
Estate Planning For The Aging
Estate Tax Planning
Estate Tax Returns
Fiduciary Litigation
Financial Management
Guardianships And Conservatorships
Health Care
International Estate Planning
Legal Services
Life Care Planning
Litigation Attorneys
Long-Term Care Planning Law
Nursing Home Protecting
Personal Injury Settlement Consulting
Personal Injury Settlement Planning
Probate Administration
Probate Avoidance
Retirement Planning
Revocable Trusts
Special Needs And Estate Planning
Special Needs Planning Law
Special Needs Trust Planning
Supplemental Needs Trusts
Tax Reduction
Tax Return Preparation
The Probate Process
Trust Administration
Trustee Services
Trusts And Estates

Margolis Bloom & D'Agostino Details

Service options
Online appointments
Onsite services

Accessibility
Wheelchair accessible entrance
Wheelchair accessible parking lot
Wheelchair accessible restroom

Amenities
Restroom

Planning
Appointment required
Appointments recommended

Margolis Bloom & D'Agostino Photos

No photos available at the moment.

Margolis Bloom & D'Agostino Location

Massachusetts Norfolk County Wellesley William Street

20 William St #320, Wellesley, MA 02481, USA

Margolis Bloom & D'Agostino Reviews

An average rating of ★4.8 from 26 user reviews.

questionstrustdocumentsexpertiseteamspecial needsparalegalprobate processphone

★ 5★ 4★ 3★ 2★ 1

My dad died suddenly in 2020, leaving a tangle of confusing paperwork and questions as to who owned his house. My estranged uncle and grandmother claimed that it was theirs, even though it was my widowed stepmother's primary residence. I don't think I've ever been so upset in my life. I never expected a law firm to center me in difficult times but that's exactly what Sarah Hartline did for me. She was clear, calm, smart, and focused on the facts. With every call and document she was laser-focused but personal and respectful of how upsetting this was. As the case proceeded, in a quiet and unassuming way, she was an absolute powerhouse. I was bullied and threatened with every useless legal document that could be found on the internet but Sarah stayed the course and assembled thick binders full of documents detailing every confusing turn in the legal history of my dad's house. She countered every provoking, aggressive accusation with straight facts and precedent. She knew where every single line in every single document in those hundreds and hundreds of pages lived. Going to court was grueling and emotional. I'll never forget Sarah's paralegal coming up to me before the trial and saying "I've had to go through every one of your dad's documents. He was a good man and he loved you. I'm sorry you had to go through this." It meant so much to me. These are good people, and talented, and I felt like they were genuinely on my side at a time when I really needed someone on my side. I would recommend them to absolutely anybody. I cannot recommend Sarah Hartline highly enough, I'm so grateful to her. And we won! It's over and my dad's house is safe. Now I understand why people say in bad times you need a good lawyer.
July 21 · Kellian Adams Pletcher
To whom it may concern: - I've been very happy with how Margolis, Bloom & D'Agostino took such good care of us in handling pretty much everything that needed to be done to administer and close the estate of my long-time friend Marc F. Anderson. I was very pleased and thankful to Mr. Harry Margolis for taking my initial call following Marc's passing back in December of 2023 and how friendly, helpful and accommodating he was with agreeing to take on the job of settling Marc's estate. The attorney overseeing the case, Sarah Hartline, and her excellent team of Ilana Abramson, Courtney Sundell, and Eugenia Andrade, were so helpful and engaged and always there to answer any questions or concerns that I had. After initially speaking with Harry Margolis and Sarah Hartline on the telephone, I couldn't have been more reassured that Margolis, Bloom & D'Agostino would handle the settling of Marc's estate in the most professional, courteous and timely manner ... and sure enough they did not disappoint! As for anyone inquiring, I give my highest recommendation for Margolis, Bloom & D'Agostino as to handling one's estate, elder law, special needs and long-term care planning concerns. - Respectfully, Philip C. Restino, CPA - Jupiter, FL
July 17 · Philip Restino
Sarah and Illana were professional, honest, and compassionate from start to finish. They guided me through a long and emotional probate case involving my father’s estate, always setting clear expectations and helping me feel supported. Thanks to their care and guidance, we came as close as possible to honoring my dad’s wishes. I’m truly grateful and highly recommend them. Thank you Sarah & Illana.
July 09 · Jill Wales
My experience withMargolis Bloom & D’Agostino was excellent from start to finish. I felt very comfortable. Due to unforeseen circumstances I had to postpone several appointments. They were most patient and helpful.I would definitely recommend this firm( Patricia D’Agostino and team)
January 11 · Anne Saunders
Several years ago I worked with Tricia D'Agostino on my mother's trust and estate matters and found her to be deeply knowledgeable, extremely well versed on changing regulations, and a caring, thoughtful person to work with. More recently I worked with Laura Goodman on trust and estate matters for my brother and I was equally happy working with her. My brother's situation presented a lot of unusual twists and turns. He was the kind of person who had a hard time doing paperwork or keeping his affairs in order. But no matter what new surprise I sprung on her, Laura was never fazed and always came up with good solutions to whatever problem came our way. Like Tricia, Laura is a caring, empathic person, and that makes such a difference when one is dealing with illness and disability, or grieving the loss of a loved one. I'm delighted to give them both my highest recommendation.
October 26 · Ed Gray