Worst estate planner in Boston. The firm is owned by David Sorgi. The man is pushing 80. He is slow, forgetful, and incompetent. My sister and I are currently filing formal complaints with the Bar Association in Massachusetts and the Attorney General's office due to David Sorgi's bizarre and unprofessional behavior. Unfortunately, before my parents could fire him, they were both severely injured by the COVID vaccines which ultimately led to my father's death and the rapid deterioration of mother who is still alive. My mother has instructed David Sorgi on five different occasions to release all documentation to the custody of me and my sister so that we could get our sizable estate in order. However, David Sorgi, for reasons unknown, has repeatedly refused to release these documents Despite being told verbally over the phone on five different occasions by my mother to release the documents. He then forgets within 48 hours and the entire process must be started again. Simply arranging a phone call between him and my mother is challenging given my mother's disabilities. To make matters worse, Mr. Sorgi has made no effort to update my mother's 15-year-old will, even though there is over $20 million of additional assets that are still not listed. He hardly ever responds to phone calls or emails. My sister and I also believe he is conspiring with my younger brother who has recently used my father's death to seize control of the family finances and is essentially David Sorgi paymaster now; Which would explain David Sorgi's reluctance to finalize my mother's last will and testament and comply with our requests to see the Trusts As we believe they favor my brother. The last will and testament that David drafted 15 years ago, granted the executor of the estate, godlike powers, and the ability to cut out any other family members if they protest in anyway. Despite my mother's assurances that the estate will be split three ways, David Sorgi has made it impossible to confirm this information And he seems hell bent on preventing us from examining these documents. He also has made no attempt to draft or finalize a second Last Will & testament to account for the $20-plus million worth of assets. My sister and I are currently speaking with law firms simply to retrieve the trusts that David Sorgi was ordered by my mother to give us. As incredible as all this sounds, it is 100% true and it would appear David Sorgi is suffering from Alzheimer's or some type of rapid mental degeneration. read more
