Our Client Success Stories

I recently worked with Heritage Law to create an estate plan and trust for my mother. Matt and his team are very thorough and professional in every way. My only regret is that I hadn’t contacted them sooner!

I first met Matt because I needed an attorney to handle my mom’s Medicaid application. I searched online for attorneys in my area and came across The Heritage Law Center’s website. I read the many positive reviews and decided to set up a consultation. Matt was able to explain the complex world of Medicaid, and how it applies to an individual’s estate, in a way that I could understand which was such a relief to me because I approached several attorneys before reaching out to Matt and was utterly confused. Matt was able to clear everything up for me and I actually understood what he was saying! I felt like a huge weight was lifted off my shoulders after my consultation meeting. He successfully handled my mom’s Medicaid application and provided me with some valuable information that I needed to guide me in the right direction. A few months later, I went back to Matt to help me set up a trust for my estate. The process was smooth and very efficient. Again, Matt was able to explain the whole process to me in a way that I could easily understand and I felt extremely confident that he had my best interests at heart. He and his staff are wonderful! I was provided options when it came to signing documents and they made sure I was comfortable with everything given our current Covid situation. Words cannot express the gratitude I feel towards Matt. He helped me out in a really tough time of my life and helped me navigate a world that was foreign to me. I highly recommend reaching out to him if you have any questions or are in need of a competent, kind, and reputable attorney to handle your estate needs. Thank you so much, Matt, for all of your help. I sing your praises to anyone who is looking for an estate/elder law attorney!

Matt and his staff were friendly and quite helpful in setting up our family’s estate plan. Due to the COVID pandemic we were able to do the process via video conferencing, eliminating the need for my parents to be exposed to others during these times. I highly recommend his services to others.

My husband and I had a time sensitive need to update our estate plans to include a living trust which included provisions for a special needs relative. This endeavor was all new territory and language for us and Matt took significant time and attention, over multiple in person and phone calls, to make sure that he fully understood what we were trying to accomplish and that we fully understood the Living Trust and the other documents he prepared for us. He also worked diligently to meet our personal time needs.

We never felt rushed and feel most confident that the plan that was developed fully meets our needs. We know that we will be engaging Matt again either through personal contact or through the instructions to our successor trustees to engage Matt for all the ongoing needs of our estate disposition and special needs trust management. He instills a sense of true confidence and I must add, that as a long time manager myself, I was extremely impressed with how the final documents were organized for ease of access for ourselves and our successor trustees…very professional. We cannot recommend him highly enough!

I am extremely pleased with the Heritage Law Center. Attorney Karr explained everything in detail but in understandable language. He is professional and efficient and I highly value his advice. I also had the opportunity to work with his paralegal and administrative assistant who are knowledgeable and, it was a great pleasure to work with them as well.

Attorney Karr is kind, attentive, thorough, thoughtful, professional. He updated my entire estate plan for me since I got remarried. He also talked thoroughly about how to plan ahead for long term care and medicaid asset protection. He is so calm and down to earth and really sensible. Just wonderful to work with. I’ve already referred a friend to him!

My wife and I are 70 years old and needed a trust. Matthew Karr at the Heritage Law Center provided excellent service for us. He listened and built our trust based on our needs. There was no pressure and we both were able to understand the complexities of the trust. Our daughter also was able to attend which made us more confident if she needed to administer our trust should we be incapacitated. I fully recommend him for anyone needing a trust.

Our experience with Attorney Karr was excellent. He was extremely thorough and took the time to answer all of our questions and addressed all of our Estate Planning needs. He was extremely easy to talk to and was very professional. I would highly recommend Matt Karr for any level of Estate Planning needs.

Matt Karr is a highly skilled and knowledgeable attorney. He explained complex legal issues and reduced them into understandable concepts. He assisted us in understanding our options and guided us in our decision making. He did all of this for fair and reasonable fees. I highly recommend him.

We were impressed not only by Matt’s estate planning knowledge and expertise, but also by what a good listener he was. He had no problem answering our questions in a way that was simple, straightforward and put us at ease. Our CFP thought Matt’s documents were some of the most complete and comprehensive she had seen. We highly recommend Matt!

I contracted to create a life estate during the height of COVID-19 when nothing seems to go as planned. Nothing except this venture. It was seamless and Attorney Matt and his staff were able to get it done. It is a testament to their operation that during the worst and challenging of times they got the job done. I was refered to them by my Dad who had used him a few years earlier. He passed away June 4th and let me tell you it was an example of how being prepared makes the worst of times less challenging. Because of what was created the process of taking care of my mom financially was easy. It reinforced and validated his advice and I’m glad that I am in a position to make that easier on my wife and kids when the time comes. I highly recommend that you consult on your needs. Don’t wait. When it becomes too late it will be a nightmare dealing with financial institutions and the government if your not prepared.

I originally met Matt K. after looking for someone to help my Mom with her estate planning. I was a little skeptical not having a reference from someone, but I made the right choice! Matt was patient, professional, and thorough. That was 4 years ago, but I just completed my own estate planning, and received the same excellent service. Don’t hesitate to work with Matt.

Matt was great. Well prepared, accurate and complete. He has done estate work for my family members as well. Highly recommended.

Dear Atty. Karr, I can’t thank you enough. Whoever said “kill all the lawyers” was wrong. I would not have this money without your intervention and so I am forever grateful. Should I ever need you again, I would not hesitate to call; nor would I hesitate to recommend you to anyone in need of an attorney. Your negotiating skills on my behalf were very beneficial.

I highly recommend Attorney Matthew Karr for your Estate Planning needs. He is a diligent and attentive attorney with great respect for his clients. Matt helped my family with a difficult situation and I trust him implicitly.

I hired Matt Karr to adjust my present will which contains two trusts. I found him friendly and able to offer suggestions concerning my present trusts and to inform me about some new steps I could take for my heirs to handle probation of the will.

Attorney Matt Karr provided outstanding guidance in navigating the complexities of Massachusetts Elder Care Law. Matt is fully focused on meeting a clients needs. He is a good listener, articulate and has the unique ability to fully understand a client’s perspective. Matt’s guidance resolved a complex legal matter in a timely manner with integrity.

Recently worked with Matthew securing MassHealth coverage for my mother whom was ill and had recently passed away. Obviously, a difficult time for myself and trying to make certain correspondence and coverage dates were maintained for insurance reasons – all while I live in New Jersey. I had submitted the initial paperwork, but timelines on getting approval were getting close and so that’s when I needed legal counsel. Matthew was able to keep things simple for me, yet maintain the utmost professionalism with regards to what the government needed. Some phone conversations, some emails and some comforting words all helped dealing with the situation and bringing the matter to a conclusion. I would highly recommend him and his firm in dealing with legal matters.

We researched estate planning and interviewed other attorneys specializing in the field. Matt Karr identified our particular planning needs and exceeded our expectations in meeting them. He is always available and we feel confident in the documents he produced. Choosing Matt made a complicated process much less so.

Attorney Karr provided me with outstanding service. I was going into a trust situation blind and did not know my rights. He spent the time to explain my options and helped me through a difficult situation. If it was not for him, I would not have received the money that was rightfully mine. I owe him a great deal for representing me. It made a huge difference in my financial situation. I would highly recommend Matthew Karr to anyone dealing with trust fund issues. I am extremely happy Matthew represented me.

Last year, I decided it was time to put my affairs in order. First thing on my list was to put my home in trust for my children. I needed a lawyer. I found Matt Karr though a simple web search. From the very first consultation, it was obvious that Matt was the right attorney for my needs. When dealing with such matters, knowing the law on the subject is not the only thing required. Compassion, respect for the client’s needs and a keen understanding of what the client really wants, are just as important as the legalities involved. Matt was extremely helpful in coming up with all the right answers to my questions. He was attentive without being invasive, made suggestions where needed and let me decide exactly what I wanted. The whole process took only a couple of visits to his office, a few emails, a couple of phone calls, and all was concluded in a few weeks. I am very happy with Matt’s work. He is personable, easy going (never once I felt rushed in any way), knows Estate Law, and understands what brings people looking for his services. Very reasonably priced, he makes what invariably has a touch of sadness, a smooth, pleasant process. I would recommend his services to anyone and would do so with confidence and a smile. I’ve already have advised everyone in my circle to give him a call when they need an Estate Law attorney.

Ever since our children were born, my husband & I have known we needed a Will. We didn’t feel an urgency that perhaps we should have, and so as life became busier over the years, it just never got taken care of until now that our children are grown! Attorney Matthew Karr, with his current knowledge & professionalism, took our burden from us with ease, asking all the right questions, offering us important points to consider & respecting our wishes in the end. We recommend Mr. Karr with no reservation.

Attorney Matthew Karr helped me navigate a difficult estate settlement with the intellectual strength and grace of an Olympic athlete. His extensive diplomatic skills and calming influence inspires coalescence and compliments his deep legal knowledge, discretion and integrity. I highly recommend his counsel.

Last year, I decided it was time to put my affairs in order. First thing on my list was to put my home in trust for my children. I needed a lawyer. I found Matt Karr though a simple web search. From the very first consultation, it was obvious that Matt was the right attorney for my needs. When dealing with such matters, knowing the law on the subject is not the only thing required. Compassion, respect for the client’s needs and a keen understanding of what the client really wants, are just as important as the legalities involved. Matt was extremely helpful in coming up with all the right answers to my questions. He was attentive without being invasive, made suggestions where needed and let me decide exactly what I wanted. The whole process took only a couple of visits to his office, a few emails, a couple of phone calls, and all was concluded in a few weeks. I am very happy with Matt’s work. He is personable, easy going (never once I felt rushed in any way), knows Estate Law, and understands what brings people looking for his services. Very reasonably priced, he makes what invariably has a touch of sadness, a smooth, pleasant process. I would recommend his services to anyone and would do so with confidence and a smile. I’ve already have advised everyone in my circle to give him a call when they need an Estate Law attorney.

We researched estate planning and interviewed other attorneys specializing in the field. Matt Karr identified our particular planning needs and exceeded our expectations in meeting them. He is always available and we feel confident in the documents he produced. Choosing Matt made a complicated process much less so.

Matt was fantastic to work with. He was always prepared and followed through on his word. We were able to get our agreements and plans signed in a timely manner and was extremely kind to work with us during COVID-19 by creating a safe signing experience at his office. I highly recommend Heritage Law Center.

After browsing multiple lawyers’ websites, my husband and I chose Matt Karr to update our wills/estate plans, and we’re glad we did. Matt is extremely knowledgeable, thorough, patient, and friendly. He kept us informed, answered our questions and concerns, prepared a draft for our review and comments, and completed his work in a timely manner. It was a pleasure working with Matt and his staff.

My wife and I enthusiastically recommend Matt. He walked us through the estate planning process with great patience while explaining in detail the many questions we had. Finalizing our estate plan was made easy—even during this covid time. We found him and his staff exceptionally easy to work with!

We can’t say enough about Matt. He was great to work with as he guided us through the setting up of our wills and estate planning documents. He was very patient with us as he answered all our questions – no matter how many times we asked or how simple they seem now. He took the time to explain things to us so we could understand. He made sure we understood our options and guided us in our decision making. He is professional, very knowledgeable and quite competent. We highly recommend Matt and we look forward to working with him in the future.

Working with Matthew Karr on estate planning issues was great! Mr. Karr was patient, knowledgeable, detailed, organized, and thoroughly professional through every step of the process. All documentation was laid out in a very organized and clear manner. Thank you!

My wife and I engaged Matt Karr to assist us with estate planning. We highly recommend him and I personally plan to work with Matt again for any future needs. He provides practical advice and met all deadlines that we agreed. He is honest and personable and someone I would trust to guide us with any future questions we have. I found Matt’s details online after a couple of bad experiences with other lawyers so am thrilled to find someone we trust.

Working with Matt Karr on our will and estate plan was a pleasure. He is an informed and knowledgeable attorney that patiently guided us through the process and answered a long list of detailed questions thoughtfully. We would recommend his support and appreciate all of the time he invested in ensuring we made well-informed choices throughout the process.

Matt Karr is a highly skilled and knowledgeable attorney. He guided my wife and I through the labyrinth of estate planning by explaining complex legal issues and reducing the mysteries involved into understandable concepts. He was always organized. He assisted us in understanding our options and guided us in our decision making. He did all of this for for fair and reasonable fees. I highly recommend him and look forward to his continued estate planning advice.

Matt Karr and his staff were very helpful in assisting us to set up our wills and estate plan. He was professional, knowledgeable and patient with us. He listened to us when we expressed our strategy. He clearly and fully explained the pros and cons of our options. He was flexible in the timing needed to work with us and willingly answered our questions and concerns during the process.

In the end, Matt provided us sound counsel and an estate plan that has provided us comfort. As every plan eventually needs attention, we will certainly ask Matt for his assistance.

Matt was instrumental in giving us the information we needed to make the very important life-decision of setting up a trust. He took time to skillfully educate us, really listen to us, and then lay out our options. We are very happy to have employed the services of such a compassionate professional, and would (and have!) recommend him to our closest friends and family.

Matt listened very well to our needs and concerns about what we need in our trust to protect us. He explained every detail of the trust and if we did not understand, he would stop and explain again. He was a pleasure to work with. My wife and I highly recommend him. Thank you again Matt

I found dealing with Matthew to be a pleasure. He listened to what I wanted to accomplish. He and his staff were polite and very efficient. What I had heard horror stories about from friends turned out to be a very easy and pleasant experience which was totally completed in a matter of weeks. Highly recommend Matthew for any legal work you need.

I was very pleased with how I was treated by Matt and the whole team. Very informative and patient explaining the trust I wanted to open. Any questions I had for him he followed up promptly. I highly recommend Matt and his team if you are in the market for any will or trust related work.

We recently sat down with Matt to discuss our estate planning needs (trusts, wills, etc.). We were quickly impressed not only by his knowledge and expertise on these subjects, but also by what a good listener he was. In short order he got to the heart of what we hoped to accomplish, by asking the right questions. Moreover, he had no problem answering our questions in a way that was simple, straightforward and put us at ease. Afterword, when he had prepared drafts sent along for our review, our CFP thought they were some of the most complete and comprehensive she had seen. We mention this because clearly her experience as it relates to these matters is much more than ours! In addition we want to mention we found Matt easy to work with, his pleasant demeanor offsets what can otherwise be a difficult subject to discuss or contemplate. We highly recommend Matt—with him guiding you through the process, you will be in good hands!

Matt is personable, explains complex issues to a non-legal mind efficiently, and instills confidence that issues I worry about will go as smoothly as possible. He set up a trust and transferred my Real Estate title to it for me. Highly recommend Matt!

Matt is beyond helpful, knowledgeable and professional. Me and my husband wondered why we dragged our feet on getting our estate planning done for so long because it was so simple and streamlined with Matt. I highly recommend him. I’d give him 6 stars if I could!

I’ve known Mr. Matt Karr since 2013. I found him very valuable. His advisc saved me from lot of problems. He is very very nice and very knowledgeable. I would recommend his services whole heartedly.

My wife and struggled to find an attorney to help us create a sensible estate plan. Most initial consultations were not about our needs and felt more like meeting with an over zealous sales person. However, Matt was different and that was obvious from the initial phone conversation. Matt asked good questions, listened to our answers and presented clear options. He broke things down in a way that made the process clear and accessible. Last month we met with Matt to review the proposed estate plan and sign the documents. Ten days later we received a binder containing hard copies of the plan and a thumb drive with the electronic documents. Now, my wife and I can feel comfort knowing that we have a solid estate plan in place. I highly recommend Matt and the folks at The Heritage Law Center!

Attorney Karr is a true professional…he explains clearly all aspects of creating a trust, answers questions in a timely fashion, and ultimately develops the trust documents as discussed. He informs you of the flat fee in advance. He even allowed one of our sons to conference call in and participate in the consultation. My husband and I highly recommend Attorney Karr.

Not much at writing reviews but felt that Matthew and his staff deserved to be praised for their great attitude and performance. Would recommend them to others in a heartbeat.

I have a family with young children and wanted to setup a trust to protect them. Matt was very easy to work with, patient and knowledgeable on EP (estate planning) especially in regards to MA law.

We had two in-person sessions with Matt to go through all my questions on trustees and beneficiaries designation, to funding the trust. Matt was also easily reachable by emails and phone calls for follow up questions.

Matt charges a fix price and I’ve compared with other EP attorney in area and his fee is reasonable. Personally I am a very hands-on person and would fix everything myself (cars, house, retirement planning, etc). But EP is one area I must admit that “I do not know what I do not know.”

Overall wife and I were just glad to have used Heritage. It is one time fee, but my family is now more secure and prepared for the future.

Very helpful conversation, thank you!

After visiting 3 well-known Elder Law Attorneys to advise us and handle our present and future financial needs we knew we wanted to work with Matt Karr. Matt explained our options in such a way that we felt totally confident with his recommendations. He has been incredibly patient, kind and welcoming during our initial and follow-up meetings to review the often complex details of estate planning. We highly recommend Matt and will use him again the need arises.

Matthew is competent, timely, thorough, and has very reasonable fees. He is an attorney you can trust.