Estate Planning Attorneys
Experienced, Skilled, Personally Attentive to You

When an estate plan is critical to your family’s financial security, or an elder law issue stands in the way of your senior loved one’s quality of life, the attorneys at Roark & Mansur Law, PLLC  are here to help, assisting clients in the Merrimack Valley, Greater Lowell and southern New Hampshire are at Roark & Mansur Law, PLLC.

Roark & Mansur Law, PLLC is founded by attorneys with a combined 70+ years of experience, specializing in elder law and estate planning. Our firm embodies “old school” values, delivering poised, professional, attentive and personal services.

Elder Law Estate Planning Probate Administration Trust Planning & Administration Medicaid & Long-Term Care Planning

Our Process

Once an estate or Medicaid planning conference is scheduled we will provide to you a brief outline of the creation of an estate and/or Medicaid plan. We will also ask you to complete our Fact Sheet, and we will ask you to bring the completed Fact Sheet to the conference, together with the items listed below:

The initial conference is generally for information gathering. We discuss your financial situation, what your assets consist of, and how they are held, i.e. whether they are owned individually or with rights of survivorship, etc. We also discuss your family needs and any particular issues of special concern.

We follow this discussion with a brief explanation of alternative estate planning and/or Medicaid planning methods commonly used and the advantages and disadvantages of each. By the end of the initial conference, we will have likely made some tentative decisions as to the direction your estate plan will take.

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How We Can Help

If you are seeking skilled and experienced estate planning or elder law counsel to ensure the future financial security of your family or an elderly loved one, contact Roark & Mansur Law, PLLC, today.

The boutique law firm’s founders, Annmarie Roark and Daniel J. Mansur, assists both families and individuals in the Merrimack Valley, Greater Lowell and southern New Hampshire areas. Each has years of experience addressing a broad range of estate and trust planning, and elder law concerns.

For prompt, responsive attention to your legal needs, contact experienced elder law and estate planning Roark & Mansur Law, PLLC to arrange your initial 30-minute conference at no charge.

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