Safe Harbor Law


Estate Planning

Our attorneys provide clients with advice and guidance on the disposition of assets to their loved ones, whether during life or after death, while considering income, gift, estate and generation-skipping transfer taxes; family harmony concerns; privacy issues; and charitable interests. Through our plans, we strive to make the process of losing a beloved family member easier and less stressful on loved ones left behind when that day eventually comes.

We regularly prepare the following documents for our clients’ plans, among many others:

  • Wills and Codicils (amendments to existing wills)
  • Revocable Trusts (and amendments)
  • Irrevocable Trusts
  • Durable Powers of Attorney
  • Health Care Proxies
  • HIPAA Release Letters
  • Living Wills
  • Appointments of Guardians for Minors
  • Assignments of Assets
  • Deeds
  • Trustees’ Certificates
  • Declarations of Homestead
  • Nominee Trusts
  • LLCs

Estate Planning Peace of Mind

“The fact that we have everything planned out – John took care of that. We sat down with him and talked about our needs. He made it so comfortable for me, I didn’t feel like I was with a stranger.”

– Diane

Preparing My Will with Confidence

“When you talk about wills and healthcare proxies, this is really emotionally charged stuff, this is getting down to the core of, how you feel safe or not. Is it going to be okay for your children after you’re gone? When it was all said and done, I said, I’m sleeping a little better now.”

– David

Wills, Trusts & Estate Planning

“As we get ready to retire, we call it checking things off the list. It’s very comforting to get on a plane and to travel knowing that if something happens, everything is taken care of and we know what decisions will be made.”

– Cathy & John

“John and Maureen were very responsive to our concerns and needs. My husband and I were impressed by how thorough and careful they were. Safe Harbor Law receives an overall rating of excellent from us.”



Avoid probate, protect your assets and gain total peace of mind with Safe Harbor Business, Estate & Asset Protection Planning. Whether you need to develop a comprehensive estate plan, draft a new will, trust, durable power of attorney or health care proxy, Attorney John D. Shea and his team can help you navigate the “rough seas” of complex legal and tax issues.

Receive our free Estate Planning Guide when you attend a free 1-hour consultation.

We can answer any preliminary inquiries and set up a meeting to uncover what your needs are.

CALL US TODAY 774-316-4724