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Testimonials

We had a very comprehensive plan – Dagmar thought of so many things I would never have thought of, and she had the expertise to handle these issues.
P.M.

The value of Dagmar’s services is in the personal care and attention given to clients from a knowledgeable practitioner.
R.T. & N.T.

Send questions to:

ClientServices@
PollexEstatePlanning.com

45 Braintree Hill Park
Braintree, MA 02184

Tel: 781.535.6490
Fax: 781.394.0305



Life and Estate Planning Resources You Can Use


Creating Your Personal Legacy Statement

Click on the link below to get our workbook that will get you started on creating your written personal legacy statement that can preserve stories and family history to you grandchildren, great-grandchildren and future generations.

Creating Your Personal Legacy Statement


Goals & Values Checklist

This checklist will help you get started by identifying everything you want to accomplish with your personal life and estate plan.

Goals & Values Checklist


Personal Guide For Important Information

Here is a booklet you can download to help you keep and organize all the important information that you and a family member will need.

Your Personal Organizer For Important Information


Protecting Your Home From Lawsuits

Information About the Homestead Act in Massachusetts

The Massachusetts Homestead Act