Reviews

They handled a complex estate planning situation incredibly well. Without their expertise it would've been impossible to resolve. They were professional and caring, highly recommend

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.

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!

very warm, engaging, helpful and available staff!

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.

Tricia and Christel made my Estate Planning process streamlined and easy. They provided great expertise and answered all questions quickly. I would highly recommend Margolis Bloom & D'Agostino's professional legal services!

Kind, attentive, professional, flexible, overall a great experience

Very professional and yet very personable group. Patricia was fantastic partner for us. All the documents were done in time with high quality. I highly recommend this firm for everyone looking for estate planning. Thank you Patricia and team

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.

Patricia was great to work with, very personable and professional! She very attentive to all our needs..

My experience with Margolis Bloom & D'Agostino was great. They answered all my questions in great detail and helped me set up a trust fund for my mother. Their help was top notch and made everything that much easier for my mother and myself.