Massachusetts Estate Planning Drafting Software
Massachusetts has a cliff estate tax with a $2 million threshold—if the estate exceeds this amount, the entire estate is taxed (not just the excess). This structure makes planning critical for estates near the threshold. The state has adopted both the Uniform Probate Code and Uniform Trust Code.
Quick Facts
- State Estate Tax
- $2,000,000 exemption
- Small Estate Threshold
- $25,000
- Property System
- Common Law
Practice Snapshot for Massachusetts Attorneys
Estate planning in Massachusetts is shaped by common law property rules. These rules make titling and beneficiary designations core to many plans. The state estate tax exemption is $2,000,000. Small estate procedures are available for estates up to $25,000.
Local practitioners routinely navigate: State estate tax with $2 million exemption (cliff tax), Tax applies to entire estate if over threshold, Elective share for surviving spouse, and Uniform Probate Code adopted.
Common Massachusetts filings and forms include: Massachusetts Durable Power of Attorney, Massachusetts Health Care Proxy, and Massachusetts Estate Tax Return. Key Massachusetts statutory touchpoints include: Massachusetts Estate Tax (cliff tax structure), Massachusetts Uniform Trust Code, and Uniform Probate Code.
Key Considerations for Massachusetts Attorneys
- —State estate tax with $2 million exemption (cliff tax)
- —Tax applies to entire estate if over threshold
- —Elective share for surviving spouse
- —Uniform Probate Code adopted
Massachusetts-Specific Documents
State-specific drafting language and formatting aligned with Massachusetts statutes and local recording practices.
Core drafting set
- —Revocable living trust
- —Pour-over will
- —Durable power of attorney
- —Advance health care directive
- —HIPAA authorization
- —Deed templates aligned to local recording rules
- —Certification of trust
State forms and filings
- —Massachusetts Durable Power of Attorney
- —Massachusetts Health Care Proxy
- —Massachusetts Estate Tax Return
Massachusetts Estate Planning Laws
- —Massachusetts Estate Tax (cliff tax structure)
- —Massachusetts Uniform Trust Code
- —Uniform Probate Code
What Statular Offers Massachusetts Attorneys
Document Automation
Generate complete estate planning packages from a single interview—trusts, wills, POAs, and healthcare directives.
Client Questionnaires
Branded client portal with secure questionnaires that sync directly into your drafting interview.
80+ Document Types
Comprehensive library including trusts, wills, powers of attorney, deeds, and client materials.
Secure Cloud Storage
Enterprise-grade security with 256-bit encryption. All documents stored in your firm's secure vault.
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Core Documents
- Revocable Living Trust
- Pour-Over Will
- Durable Power of Attorney
- Advance Healthcare Directive
- HIPAA Authorization
- Grant Deed & Quitclaim Deed
- Certification of Trust
- Asset Schedules