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    Roche And Wrenn

    5.0 (1 review)
    Closed 9:00 am - 5:00 pm

    Services - Roche And Wrenn

    Estate planning

    Real estate law

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    5 years ago

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    The Law Office of Polly Tatum - Probate Attorney Worcester MA 01609

    The Law Office of Polly Tatum

    (17 reviews)

    The Law Office of Polly Tatum was the excellent choice for developing our estate plan. Their…read morespecialized focus on estate planning was exactly what we needed. They were very communicative and responsive in helping us to understand the details involved. We are quite pleased and comfortable with the plan that we accomplished with them.

    RED FLAG WARNING ‼ I attended a webinar from this firm that…read morewas very useful. So I can recommend the firm for learning purposes. I actually had been planning to work with this firm to add an additional property into an existing trust and to establish an advanced healthcare directive. However, due to a busy schedule I had pushed out my official scheduled meeting several weeks. But then something came up and I needed to reschedule that appointment. While trying to do so, I mentioned why I had to reschedule and what I was looking for from the firm. At that point the person I spoke with attitude changed. She stated that their firm was unwilling to work with an existing trust but they could make me a new one. When I asked why she said that would be modifying another firms work and they won't do that; they would only be able to create a brand new trust for me. Really? That is completely ridiculous. The recording costs alone woyld be cost prohibitive, never mind the cost of their time. Reputable attorneys work with existing trusts all the time. This is a big RED FLAG. Trusts do not belong to the firm that created it, they belong to the trust and are managed by the trustee that is often the person who had the trust created. It is a huge RED FLAG, in my opinion, that this firm insists that a new trust must be created. The only way I can make sense of that is if they want to collect payment for establishing the trust, and every deed transfer. And/or they might want to be the trustee on the new trust -- which might ensure future and possibly on-going payments. If the latter were true, that would be an even bigger RED FLAG --as it would suggest that may have a financial reason to want such control. So, I highly suggest people do their homework before working with this firm. And if you decide to do so, I suggest that you compare services and costing from another law firm. And be especially wary if they suggest being the trustee! The final RED FLAG , is that they are a "high-pressure sales" organization, where salespeople aggressively pursue potential customers through repeated calls, texts, and emails. This approach is off-putting and given what I learned in my last conversation with them it has led to negative and suspicious perceptions of the business. This is the reason I just spent 15 minutes writing this review.

    Roche And Wrenn - estateplanning - Updated May 2026

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