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Estate Planning & Elder Law


Female-founded, family-first. Wills, trusts, and probate for RI families.

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McCarthy Law, LLC

Experienced Rhode Island Estate Planning and Elder Care Lawyer


Also Serving Clients in Massachusetts and Connecticut

At McCarthy Law, LLC, your needs always come first. Whether you’re planning for your family’s future, facing decisions about elder care, or buying residential property, we’re here to provide thoughtful, knowledgeable guidance.

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McCarthy Law, LLC

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McCarthy Law, LLC

Testimonials


What Our Clients Say About Working With McCarthy Law.

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Art Spaziano profile picture
Art Spaziano
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My wife and I thought it was time to take steps to protect our assets in our remaining years and spoke with a few attorneys about estate planning. We can't say enough about how pleased we were with Samantha McCarthy and her team. They are way more than the typical "Anything for a buck" type of legal assistance available elsewhere. Samantha, Daphne, Whitney and the rest of the team took great pains to understand our particular situation to make sure that we were protected. What's more is that they provide many of the services that someone our age needs or will need as we live out the remainder of our years. We highly recommend that anyone of a certain age consider discussing any concerns about protecting assets in old age with the team.
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Norm Perkins profile picture
Norm Perkins
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GREAT Law Firm…helped me accomplish a legal matter professionally and with kindness.
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Kate Bouressa profile picture
Kate Bouressa
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When my mother's health declined to the point where she was no longer safe living independently, my family and I found ourselves facing an overwhelming combination of legal, financial, medical, and emotional challenges. Living almost 2,000 miles away, I had no idea how we would navigate Medicaid planning, guardianship, estate matters, asset protection, selling her home, or finding the right long-term care placement. McCarthy Law guided us through every step with remarkable expertise, compassion, and transparency. They helped us navigate an incredibly complex and daunting system, protected my mother's assets, successfully completed her Medicaid application, and most importantly, helped ensure she was safely placed in a permanent care community where she is cared for, supported, and safe. While the legal services were exceptional, the greatest gift to our family has been Christina, McCarthy Law's Elder Care Coordinator. From the moment we engaged the firm, Christina sprang into action. She began visiting my mother regularly, gathering critical medical information, coordinating resources, collaborating with care providers, and helping our family have difficult but necessary conversations. She has an extraordinary ability to approach challenging situations with honesty, empathy, and grace, creating a safe space for people to work through incredibly emotional decisions. Christina became the bridge between our family and my mother's care team, ensuring everyone stayed informed and focused on what was best for my mother. Christina continues to visit my mother regularly in person, advocates for her, keeps our family informed, and remains available whenever we need guidance or reassurance. My mother cares deeply for Christina and knowing that someone I trust is physically present when I cannot be provides a level of peace of mind that is impossible to put a price on. I recommend McCarthy Law without hesitation. They helped my family through one of the most difficult transitions of our lives with professionalism, compassion, and unwavering support. The combination of exceptional elder law expertise and the ongoing advocacy provided through Christina's role as Elder Care Coordinator is something I had never encountered before and now cannot imagine having navigated this journey without. The relief, confidence, and reassurance they have given both my mother and our family have been truly invaluable.
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Kelly Dwyer profile picture
Kelly Dwyer
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We used McCarthy Law to help us navigate the Medicaid application process and develop an elder care plan for my father, who is living in a nursing home with dementia and Parkinson’s disease. From our very first meeting, everyone on their team was compassionate, knowledgeable, and incredibly easy to work with. They guided us through every step of the process, answered all of our questions, and made sure we understood everything along the way. What truly set them apart was the genuine care they showed for my father. They even made personal visits to see him, ensuring his safety and that his care needs were being properly addressed. Navigating Medicaid and planning for a loved one’s long-term care can feel overwhelming, but McCarthy Law made an incredibly difficult time so much more manageable. We are deeply grateful for their professionalism, kindness, and unwavering support. I highly recommend McCarthy Law to anyone in need of elder law or Medicaid planning services.
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Mike Perras profile picture
Mike Perras
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My sister and I visited your law firm and to say your the best is an understatement. Christina and the staff at McCarthy Law have gone above and beyond to put my sister and myself minds at ease on our mother. Christina has visited our mom several times since January even taking time to be with Mom when she was at RI Ortho with 3 brakes in her foot from an accident back around Christmas time 2025. Christina is absolute blessing for my sister and I.
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Stephen Burke profile picture
Stephen Burke
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I had a great experience with McCarthy Law. Attorney Jordan Serra was professional, efficient, and exceptionally knowledgeable. He made the complex process of estate planning incredibly smooth and stress-free. Highly recommended to anyone looking for expert will and trust services.
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Michael Chevalier profile picture
Michael Chevalier
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My 90-year-old mother was living independently but started to experience some memory loss issues. It was getting unsafe for her to live by herself, and it was important for my wife and I to get her placed in an assisted living facility that had services for individuals with memory impairment and to get her qualified for Medicaid to fund her placement. A friend of ours recommended McCarthy Law, LLC and we are grateful that she did. Our initial meeting regarding my mother was held on Friday, 1/16/2026. We met with Attorney Daphne Hamilton and her support team. I appreciate that Elder Care Coordinator, Susan Ferrante Dimeo and Jordan Serra, Esq. came to my mother’s home to meet her and witness firsthand her abilities and challenges. Based on Susan’s efforts, she was accepted on Wednesday, 2/4/2026 into Spring Villa Memory Care in less than three weeks from the date of our first meeting. It is an ideal setting to meet her physical and mental health needs, and she does call it “home.” To facilitate visitation, the assisted living facility is near where we live. As a result of administrative services provided by Rachel-Rose Pitchette, Paralegal, we received the official Medicaid approval letter dated 4/22/26 for my mother retroactive to 3/1/2026. Considering how long it normally takes to get Medicaid approval, Rachel managed this process with extraordinary accuracy and quickness. We highly recommend the elder care services of McCarthy Law, LLC. What differentiates this law firm from others is the combination of specialized, responsive, and compassionate legal, social, and administrative services. Michael Chevalier & Kim Casacalenda
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Mario Fahed profile picture
Mario Fahed
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Attorney Whitney Anderson McCarthy Law put together our trust and estate documents, and I cannot recommend her enough. It had several complicated moving parts, and she worked through each one with real care. She was kind and genuinely warm on every call, never made us feel like we were asking too many questions, and answered the ones we did ask in plain language instead of legalese. When we emailed, she got back to us quickly, often the same day, and when something needed a real conversation she made the time for it. She was patient with our second-guessing and our changes of mind, and at no point did we feel rushed. You can tell she actually cares about getting it right for the people in front of her. The finished documents arrived organized down to the last tab, in a binder that even came in its own fireproof bag, with an electronic version, a tabbed excel sheet with clear tasks assigned. Just an incredible attention to detail every step of the way. We walked away impressed and grateful, and we would send anyone her way.
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Amanda Camara profile picture
Amanda Camara
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I cannot recommend the Elder Care Coordinators from McCarthy Law highly enough. I have referred many families to them who they have helped tremendously with navigating the next steps. They are all caring, knowledgeable and thorough throughout the process.
McCarthy Law, LLC

Our Lawyers


We're Here to Provide Guidance and Peace of Mind

Our estate and elder law attorneys work with individuals and families from all walks of life and take a personalized approach to every matter. We listen closely, explain your options clearly, and craft solutions that reflect your unique goals. We prioritize you, so when you choose us, you’re really choosing yourself. Read about our lawyers and staff to discover the difference we can make.

Meet the Team
McCarthy Law, LLC

Trusted by Hundreds of New England Families


Whether you’re planning for your children’s future or preparing for your golden years, we’re here to help. Our team has guided hundreds of Rhode Island, Massachusetts, and Connecticut families, including our own, through thoughtful, personalized legal planning with compassion.

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Estate Planning Solutions for Every Life Stage

Creating a Roadmap

Estate planning is so much more than deciding where your belongings go after you pass away. It’s really about creating a roadmap for your loved ones to follow so they remain secure and cared for when you’re no longer with them. It’s a process full of difficult and emotional decisions, there’s no doubt about that, but our Rhode Island estate planning lawyer at McCarthy Law, LLC is here to guide you through every decision with clear and compassionate counsel. Whether you’re looking to draft a will, update an existing one, set up a trust, or appoint someone to make medical or financial decisions on your behalf, give us a call today.


Structured Support

Despite common misconceptions, estate planning is not just for the wealthy or elderly. If you own a home, have children, care for a loved one with special needs, or simply have strong feelings about what should happen to your assets after you’re no longer around, our attorneys can provide the structured support you need to accomplish your goals.

Without a valid plan in place, key decisions about your property and healthcare may be left up to the court. This may not sound like a big deal, but believe us when we say it could lead you and your loved ones down a messy road that no one deserves to experience. Especially during times of grief. Taking the time now to create clear legal documents will benefit everyone involved. Your wishes will be laid out, your loved ones will know what to do, and the court won’t have to step in and make choices on your behalf. That means fewer delays, fewer expenses, and far less stress.

Personalized Approach

What sets our Rhode Island estate law firm apart is our personal, hands-on approach. We know that every client’s situation is different, so we take the time to understand your goals and explain your options in plain terms. When you work with us, you’ll never be handed a one-size-fits-all solution. Instead, you get a plan tailored to your life, your priorities, and your family. From wills and trusts to powers of attorney and guardianship administration, we help you cover every part of your plan with care and attention.

We also understand that estate planning can bring up sensitive topics, like family dynamics, health concerns, and long-term care needs. That’s why we work with you at your pace and offer guidance without pressure. Whether you’re updating an old plan or starting from scratch, our team will meet you where you are. We’ll explain what each document does, help you make informed decisions, and keep the process organized and efficient.


Family Focused

At McCarthy Law, LLC, our team values long-term relationships. We don’t believe our job stops at completing your documents. We’re here to be your resource over time, whenever life changes and your plan needs to adjust. If you’ve recently experienced a major life event like marriage, divorce, the birth of a child, or the loss of a loved one, now is a good time to talk with our Rhode Island estate planning lawyer to make sure everything is still aligned with your goals. If you’re ready to start planning or want to review an existing plan, we invite you to contact our firm today. Call or send us a message to schedule a discovery call. We look forward to working with you on designing your future, your way.

McCarthy Law, LLC

Serving Rhode Island, Massachusetts, And Connecticut


Our attorneys at McCarthy Law, LLC proudly represent clients across Rhode Island, Massachusetts, and Connecticut. With a focus on estate planning, elder law, and related services, we’re here to help individuals and families throughout the region achieve comfort and security for every stage of their lives.

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McCarthy Law, LLC

Frequently Asked Questions


Your Questions Answered

  • Elder law focuses on planning for aging, healthcare, and long-term care needs, while estate law deals with managing and distributing your assets after death.

    Both types of law often overlap, but elder law is more concerned with your quality of life as you age; it addresses issues like Medicaid planning, guardianship, and healthcare directives. Estate law more so involves solidifying your wishes when it comes to your property, beneficiaries’ inheritance, and overall legacy. At McCarthy Law, LLC, our attorneys offer both elder and estate legal services under one roof so that you can get comprehensive support tailored to your goals.

  • Estate planning typically involves taking inventory of your assets, evaluating your estate, choosing your decision-makers, and drafting key documents like wills and trusts.

    When you meet with our Rhode Island estate planning lawyer, we’ll begin by understanding your family dynamics and overall goals. Then, we’ll help you review your finances, property, and potential tax considerations. From there, we’ll craft personalized estate documents, including your will, powers of attorney, and more to honor your wishes. We’ll also guide you through funding any trusts and updating your beneficiary designations so that your estate plan stays enforceable and complete.

  • In Rhode Island, any estate with assets in the deceased’s name alone may need to go through probate, regardless of value.

    Probate is the court-supervised process of validating a will and distributing property, and it can be time-consuming and costly without proper planning. Estates valued under $15,000 may qualify for a simplified process. Our Rhode Island probate lawyers are here to help you avoid unnecessary probate by utilizing tools like joint ownership, beneficiary designations, and trusts so that your heirs and loved ones face fewer legal complications during their time of grief.

  • To be considered valid under Rhode Island law, a will must be in writing, signed by the person who created it (the testator), and witnessed by two people.

    As the testator, you must be at least 18 years old and of sound mind. Handwritten (holographic) wills and oral wills are not recognized in Rhode Island. Our estate planning attorneys are here to help you through every step of the process with professional and personalized advice. You can rely on us to make sure your will meets all legal requirements and clearly reflects your intentions. Plus, the law may change, and so may your goals. Whenever you need to update your will, we’ll be ready to assist you.

  • Trusts allow you to manage and distribute assets privately. They can help your loved ones avoid going through probate and offer greater control over how and when your assets are used.

    A trust is a great option for if you have minor children, family members with special needs, or want to keep your financial matters out of public record. You don’t have to pick between a trust and a will, you can have both. There may be certain funds or assets you want to protect in a trust, and others that will be just fine getting distributed through a simple will. A blended approach allows you to take advantage of the privacy and control that trusts offer, while still covering any remaining property via your will. Our Rhode Island wills and trusts lawyer can help you make informed decisions about where to put your assets so that your plan is thorough and completely tailored to your goals and wishes.

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