Estate Street Partners

Estate Street Partners, located in Auburndale, MA, specializes in expert estate planning and asset protection services. With over 30 years of experience, they offer personalized solutions tailored to individual needs. Their core focus areas include asset protection, estate tax and probate elimination, and income tax optimization.

The team at Estate Street Partners is composed of professionals with expertise in various fields like law, finance, and taxation. They have extensively researched irrevocable trusts and offer the Ultra Trust®, a legally sound asset protection program. Supported by state and federal statutes, the Ultra Trust® provides flexibility in terms, conditions, and beneficiaries, safeguarding various asset types.

Through the Ultra Trust®, clients benefit from asset protection against creditors, estate tax savings, and guidance through the entire process. The program aims to reduce taxes, preserve wealth, and create a solid financial plan. Estate Street Partners ensures privacy, legal compliance, and ongoing support, making asset protection and estate planning a seamless experience for their clients.

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