Welcome To

Envision Estate Planning LLC

Estate Planning with heart! Envision a place where you feel comfortable. Envision a place where you do not feel beholden to a clock. Envision a place where you can ask questions and get clear answers. Envision a place where you will feel cared for.  Now, envision yourself here. 

 

Welcome To

Envision Estate Planning LLC

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    Welcome

    About Neil

    I am the owner and principal attorney at Envision Estate Planning.  First and foremost, I am a Dad and a family man with an amazing 8 year old boy (Neil Ram). I have had the honor and privilege to play a hands-on role in raising Neil Ram. While at law school, I managed a small non-profit organization called the Friends of the Middlesex Fells where Neil Ram was my constant companion.  Last academic year, I homeschooled him during the height of the pandemic.  I have a beautiful wife, Rupa, who is a Principal Senior Quality Engineer at Medtronic and works with lifesaving medical devices. We have a new Goldendoodle puppy, Cinnamon who has brought great joy to our family. Cinnamon is a mainstay at the Envision Estate Planning Office. 

    I have experience across a broad spectrum of non-profit, municipal, and business entities. In 2018 I graduated from Massachusetts School of Law in 2018 and in June of that year was inducted into the Massachusetts Bar.  Since my induction, I have worked at Tramontozzi Law Offices where I practiced estate planning, business, and personal injury law.

     

    Services for individuals:

    • Consulting
    • Land disputes
    • Civil cases
    • Support of transactions
    • Obtaining a passport

    For legal entities:

    • Contract law
    • Registration of legal entities
    • Labor disputes
    • Obtaining licenses

    WHY CHOOSE US?

    Planning with heart means that Envision Estate Planning puts clients first. We will work exceptionally hard to deliver outstanding results and to make sure you feel valued and cared for during every step of our planning process.

    NEVER ON A CLOCK

    Planning takes time. Feeling beholden to a clock creates pressure. We believe a fruitful relationship is one where you never feel pressured or stressed.

    LIMIT ON NEW CLIENTS:

    We place limits on the number of clients we serve monthly so that you get the attention and time that you deserve.

    ALWAYS HELPFUL:

    We believe we are a great fit for most of you.  However, like any relationship, it is not always a match. We will always work toward providing you with helpful information, resources, and referrals whether we do business or not.

    Our Process

    01.

    Preliminary Consultation

    We offer a free no obligation 15-minute call via Google, Zoom, phone, What’s App, or Facebook to discuss your unique needs, answer preliminary questions, and give you valuable information.

    02.

    Planning Session

    Following our 15-minute call, if you wish to explore building our relationship further, we will schedule a in person (preferably) consultation (typically an hour but we will schedule two hours where we will present you with options, explanations, and information as well as make customized recommendations.

    03.

    Building your Estate Plan

    Assuming we will be a great fit, you will choose the planning level and fee that is right for you, and we will design a plan to give you peace of mind. Once this is accomplished, you will return to our office (or in unique circumstances, we may travel to you) approximately 4 weeks later to sign your new estate plan.

    04.

    Follow Up

    We have at least one follow up meeting with you following execution of your plan to ensure all your assets are owned in the right way, make sure all of those you named in your plan are informed and know what to do if anything ever happens to you. We then plan to meet three years at no charge to comprehensively review your plans knowing that as your life changes, your estate plan may need to change as well. Some clients may choose our membership option where we will meet annually to review your plan and you will never be charged for changes or updates.

    Our Process

    01.

    Preliminary Consultation

    We offer a free no obligation 15-minute call via Google, Zoom, phone, What’s App, or Facebook to discuss your unique needs, answer preliminary questions, and give you valuable information.

    02.

    Planning Session

    Following our 15-minute call, if you wish to explore building our relationship further, we will schedule a in person (preferably) consultation (typically an hour but we will schedule two hours where we will present you with options, explanations, and information as well as make customized recommendations.

    03.

    Building your Estate Plan

    Assuming we will be a great fit, you will choose the planning level and fee that is right for you, and we will design a plan to give you peace of mind. Once this is accomplished, you will return to our office (or in unique circumstances, we may travel to you) approximately 4 weeks later to sign your new estate plan.

    04.

    Follow Up

    We have at least one follow up meeting with you following execution of your plan to ensure all your assets are owned in the right way, make sure all of those you named in your plan are informed and know what to do if anything ever happens to you. We then plan to meet three years at no charge to comprehensively review your plans knowing that as your life changes, your estate plan may need to change as well. Some clients may choose our membership option where we will meet annually to review your plan and you will never be charged for changes or updates.

    WHY CHOOSE US?

    Planning with heart means that Envision Estate Planning puts clients first. We will work exceptionally hard to deliver outstanding results and to make sure you feel valued and cared for during every step of our planning process.

    NEVER ON A CLOCK

    Planning takes time. Feeling beholden to a clock creates pressure. We believe a fruitful relationship is one where you never feel pressured or stressed.

    LIMIT ON NEW CLIENTS:

    We place limits on the number of clients we serve monthly so that you get the attention and time that you deserve.

    ALWAYS HELPFUL:

    We believe we are a great fit for most of you.  However, like any relationship, it is not always a match. We will always work toward providing you with helpful information, resources, and referrals whether we do business or not.

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      helpful tips, news about events

        Our Services

        Family Estate Planning

        Families often overlook estate planning. If this is you, you are not alone? Make today the day you choose to no longer overlook it.  A good estate plan will help you to protect your children, your grandchildren, and your assets in the event of the unthinkable. It can serve to save you money on future legal fees and taxes and to keep your loved ones out of court and out of conflict.

        Young Professionals and Student Estate Planning

        For many young people, estate planning is not simply overlooked, it is simply not a thought. If this describes you, you are not alone. While your plan may be different, particularly when you are starting out in life, it is still important because it allows you to choose not only how and to whom any assets you may have been distributed but who can manage your affairs or make decisions for you in the event of the unthinkable.

        Legacy Planning

        An estate plan is great, but you are your own legacy. Envision Estate Planning offers additional services to make sure you are valued, cherished, and remembered in life and in death.

        Happenings

        Seminars and Events

        Planning With Heart Weekly Zoom: Why naming guardians and caregivers is so important?

        11/23, 11:00 to 11:30 To Attend,

        Connect to Zoom Link

        Meeting ID: 841 5909 4007

        Passcode: 98gan0

        Planning With Heart Weekly Zoom Planning With Heart: A Trust or Will, Which one do I Need?

        11/30 11:00 AM to 11:30 AM To Attend,

        Connect to Zoom Link

        Meeting ID: 872 3066 6641

        Passcode: Y5nCf4

        Our Videos

        Our Latest News

        The Buzz

        What Others Are Saying

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        The Buzz

        What Others Are Saying

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        Envision an Estate Plan You and Your Family Can Count On

        Fill out your information and we will get back to you within 24 hours or feel free to call us at 781-874-4674. Please be sure to ask us about discounts and offers.  We offer discounts to active military, veterans, seniors, first responders, and frontline healthcare workers. We also offer a sliding fee discount to low-income families.

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