Margolis & Bloom

My experience with Margolis 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)

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.

Tricia D’Agustino covered everything I needed without me even knowing what that was. The firm was recommended to me because they specialize in special needs trusts. Tricia made sure every aspect of my planning was done thoroughly. She also explained everything and helped me to make choices and areas that we’re not so clear to understand.

I had a phone meeting with Attorney Hartline at Margolis Bloom & D'Agostino. She was very knowledgeable about trusts and wills, specifically the probate process in Cape Cod. I am very grateful for the information and expertise. Thank you!

We worked with Patricia D'Agostino updating our estate documents after moving into Massachusetts from out of state. We have been very satisfied. Patricia and her staff were competent, spent the time with us necessary to answer our questions and were pleasant to work with. We highly recommend Patricia and her firm.