Squillace & Associaties, P.C.

Reviews

Brett and Team did our Estate Planning in September 2018. The entire team is very knowledgeable and the complicated process was made extremely simple. I would highly recommend this team for Estate Planning purposes.
My husband and I have recently completed our estate planning with Squillace & Associates. From the moment we contacted them we felt a real sense of security that we had chosen the right firm for us. The complicated process was handled with diligence and went very smoothly. They are true professionals. We would highly recommend them!
I expressed interest with my financial adviser in getting my legal house in order and he gave me Scott's name. From the moment I called to make that first informational appointment, I knew this was going to be a positive relationship. I was emailed a packet for me to complete prior to my first meeting which helped me understand the information I needed to provide in order to create an estate planning portfolio tailored to my needs. nnI arrived for that informational appointment and stepped in to the office of Squillace & Associates on the 7th floor of a beautiful brownstone on Commonwealth Ave. I was greeted warmly by the office staff and when Scott came out to escort me in to the conference room, I immediately felt at ease by his informal demeanor and sociable personality, all the while exhibiting the utmost of professionalism. The process of creating an estate planning portfolio was explained to me in detail and my first planning session was then scheduled. nnI met with Scott over the course of 7 weeks to create an estate planning portfolio which included components I have desired to complete for many years but just never got around to it. Scott explained it all in such a way that I could understand and while the direction was in my complete control, he offered suggestions tailored to my needs and wishes after spending time getting to know me and my family. nnMy portfolio is complete but I will meet with Scott one more time. Upon his suggestion, I will be returning in the near future with those who will serve as my successor Trustee so that they may also benefit from the education Scott gave me!
Extremely Professional and amazing to work with. Many thanks to Scott Squillace and team for making estate planning easy and comfortable. Your dedication to provide a top client experience along with you expert knowledge comes through with every interaction. I strongly recommend your services.
Scott was tremendously helpful as we sought a solution for my brother who needed support. The family wanted to insure that he would be cared for after our parents were gone and Scott helped us think through the best ways to arrange for his care. We are extraordinarily grateful for his expertise in trusts and estate planning and his firm's ongoing care in this delicate matter.