Estate plan

Massachusetts

Everything to plan your estate in Massachusetts: execution requirements, the documents we generate, statutory citations, and the exact wording our generators insert.

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Will, living trust, durable power of attorney, and healthcare directive. All four documents, all valid in Massachusetts, all for $29/year.

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Massachusetts content last reviewed May 18, 2026.

Will

2W

Trust

POA

HC Directive

2W

E-will

Not adopted

RON

Limited

Since 2023, not all documents

ROW

Not allowed

Remote online witnessing

Community property

No

Minimum age

18

NW + N = N witnesses + notarizationNW = N witnesses, no notarizationN = notarization, no witnesses = no formal requirements
News

Recent changes in Massachusetts

RON

Massachusetts permanent RON takes effect, but excludes wills and trusts

Chapter 2 of the Acts of 2023 permanently authorizes remote online notarization, but wills, trusts, and documents related to court proceedings remain excluded and still require in-person notarization.

Ch. 2, Acts of 2023Source →
1

Will

Mass. Gen. Laws ch. 190B, §2-501 et seq.

Witnesses: 2 required

Two competent witnesses must sign after witnessing either the testator's signing of the will or the testator's acknowledgment of that signature or of the will; the witnesses do not need to be present together at the same time. M.G.L. c. 190B §2-502. INTERESTED WITNESS WARNING: under M.G.L. c. 190B §2-505(b), a devise to a witness or to the spouse of a witness is void UNLESS either (a) there are at least 2 other subscribing witnesses who are not similarly benefited, or (b) the interested witness establishes that the bequest was not inserted, and the will was not signed, as a result of fraud or undue influence by the witness. Massachusetts did NOT adopt the UPC intestate-share safe-harbor. Use disinterested witnesses; do not have a named beneficiary, the spouse of a beneficiary, or any person who would take under this Will sign as a witness.

Notarization: Recommended

Not legally required, but recommended for self-proving affidavit

Holographic will: Not valid

Massachusetts does not recognize handwritten wills without witnesses

Self-proving affidavit: Available

M.G.L. c. 190B §2-504 provides TWO statutory forms. (a) is the simultaneous self-proving form (testator and witnesses execute the affidavit at the same sitting as the will, with first-person testator and witness declarations preceding the officer's certificate). (b) is the subsequent self-proving form (used to retrofit an already-attested will). Will.com renders the §2-504(a) integrated form at execution by default.

2

Living Trust

Witnesses: None required

No formal execution requirements beyond settlor signature; notarization strongly recommended when funding real property

Notarization: Recommended

Not legally required for the trust document, but needed to transfer real property

3

Durable Power of Attorney

Witnesses: None required

No witnesses required for power of attorney

Notarization: Recommended

Notarization is not legally required but is recommended. It creates a presumption of genuine signature and simplifies third-party acceptance.

State-specific notes

Mass. Gen. Laws ch. 190B §5-501 governs durable-POA validity and imposes no general notarization requirement; durability must be explicitly stated using statutory language
Mass. Gen. Laws ch. 183 §32 applies the deed-acknowledgment rules to letters of attorney for the conveyance of real estate, so any POA used to convey or record real estate must be acknowledged (notarized) like a deed; for that reason notarization is recommended on every durable POA even though the statute does not mandate it for non-real-estate use
4

Health Care Proxy

Mass. Gen. Laws ch. 201D §1 et seq.

Witnesses: 2 required

Two witnesses required. Mass. Gen. Laws ch. 201D, §2

Notarization: Not required

Notarization is not required but may be accepted

State-specific notes

Witnesses cannot be the agent
ViewWitness disqualification recital
Each of us declares that we are at least eighteen years of age and that we are not the appointed health care agent or alternate health care agent under this Health Care Proxy (Mass. Gen. Laws ch. 201D, §2). Massachusetts does not impose additional witness disqualifications based on family relationship, beneficiary status, or healthcare-provider role.
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6 more documents with a subscription

$29/year unlocks the documents below alongside the four free ones above. Your answers and documents are saved privately to your account, encrypted in your browser, so you can revise them any time life changes.

Disposition of Remains Authorization

Names the agent who controls funeral, burial, or cremation decisions, with optional preferences.

HIPAA Authorization

Stand-alone PHI release that survives death for the period you specify, separate from the in-life authorization in your healthcare directive.

In this state: Cites the MA sensitive-category statutes (c. 111 §70F HIV, c. 123 §36 mental health, c. 233 §20B psychotherapist-patient, c. 111 §70G genetic). The 42 CFR Part 2 carve-out in Section III governs federally-protected substance-use-disorder program records and is reaffirmed in the addendum.

Nomination of Conservator

Pre-nominates the person you want a court to appoint if a conservator (or guardian of the estate) is ever needed.

Business Succession Declaration

Identifies your interests in any closely-held businesses and how they should be transferred or wound down.

Real-Estate Retitling Checklist

Step-by-step instructions for transferring real-property deeds into your trust so the trust actually controls those assets.

Letter of Instruction

Non-binding personal note to your executor and family: where to find documents, account access, funeral wishes, and other practical guidance.

Free vs. paid

Free
Paid
All 4 state-specific documents
State-specific signing guide
Download as PDF, print forever
Secure online storage
Covers real estate, business, digital, and funeral wishes
Disposition of remains authorization
Standalone HIPAA authorization
Nomination of conservator
Business succession declaration
Real-estate retitling checklist
Special needs trust provisions
Letter of instruction, pre-filled and editable
Edit anytime
Annual review reminder
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Electronic will status

Massachusetts has not adopted electronic will legislation. A traditional paper will with physical signatures is required.

Digital assets access

Massachusetts has not adopted RUFADAA. Executor access to digital accounts may be limited by each provider’s terms of service. Consult a local attorney for guidance on digital asset planning.

Remote online notarization (RON)

Massachusetts authorized RON in 2023. Massachusetts permanent RON was enacted by Acts of 2023 c. 2 §§23-33 (effective January 1, 2024 for §§27-29; remaining sections 90 days after the March 29, 2023 approval) and is codified within M.G.L. c. 222. M.G.L. c. 222 §28(c) statutorily excludes wills and codicils from RON. Trusts are NOT enumerated in §28(c) and may be notarized via RON. The will and any codicil must be notarized in physical presence; the trust and POA may be notarized via RON if the user prefers.

Will

Not allowed

Trust

Allowed

POA

Allowed

Remote online witnessing (ROW)

Massachusetts does not allow remote online witnessing for estate planning documents. Witnesses must be physically present when you sign.

Will

Not allowed

Trust

Not allowed

POA

Not allowed

HC Directive

Not allowed

This information is general in nature and not legal advice. Laws change. Consult a licensed estate planning attorney in Massachusetts for guidance specific to your situation.

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