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D. Beliveau Reviews

The Key to Victory

David Beliveau’s expert testimony on trust law and Florida fiduciary law was the key to a trial victory for my client.  I represented a Massachusetts trustee who was administering a Florida trust.  The lifetime beneficiary of that trust filed suit against my client who was a highly regarded trust attorney.  The case was complicated as it covered myriad aspects of Massachusetts and Florida trust law.  As the case headed towards trial, I realized that I would

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David Beliveau

I found information about David and his firm on this Avvo site while I was doing some internet research, and thought it was appropriate for me to post my feedback on the site as well. It had been over 10 years since I had reviewed my estate documents and they needed to be updated. I had to find another attorney since my previous attorney had retired. David’s client reviews were excellent in the areas of estate

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Estate Planning

David was recommended to me by a mutual friend and I was immediately impressed by his knowledge of estate planning law. He took the time to explain our options and was very honest, even steering us away from the most expensive option as it did not provide the best value at this point in our lives. David and his team provided us with a Will, Living Will, Healthcare Proxy, Power of Attorney, and HIPAA privacy documents.

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Strategic Estate Planning Attorney

“David has been a trusted estate planning advisor to our family for years. We appreciate his strategic counsel, attention to detail, responsiveness, and ability to explain complex laws in laymen’s terms so that we can make the best decisions for our family. We highly recommend David and his team, particularly for more complicated estate situations that require strategic planners with an in-depth knowledge of the law, a wealth of past experience, and a strong commitment to

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I cannot say enough good things

“I cannot say enough good things about David. When my wife and I decided to get serious about our estate planning, David was the attorney we chose to work with. He took a great interest in making sure we understood all of our options in terms of creating our wills, powers of attorney, and health care directives. His knowledge in all areas of estate planning impressed us immensely. After our initial consultation with David, my wife

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Estate Planning

“Recent events in the family motivated my wife and I to revisit what would happen if one or both of us passed on, or became incapacitated. We are nearing retirement and felt it was time to put things in order to protect property and earnings. To this end our financial advisor highly recommended David Beliveau. After an initial consultation my wife and I hired David for our estate planning. Looking back we were quite naive when

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We’d recommend to family and friends

“We used Attorney David Beliveau as our Estate Attorney to set up family Trusts. He patiently took the time to listen, explain, make suggestions and prepare the appropriate Trust documents. He and his staff were pleasant, thorough and accommodating. He was just as greatly knowledgeable and helpful with legal corporate questions we had. We wouldn’t hesitate to recommend Attorney Beliveau to family and friends.” – Judy, Estate Planning

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Trust work and licensed in MA, NH and FL

“David did trust work for our family, and I was happy with his knowledge, judgement and interest in crafting appropriate docs for our circumstances. He is licensed in MA, NH and FL which was also a benefit to us because we own real estate in all three states. His law firm also has an active real estate practice. ” – G.G. Trusts

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Trusted legal advice

“I’ve been working with David for 5 years now. He has been there whenever I need legal advice, and has gone above and beyond in helping me.” – Jeff, Landlord Tenant Client

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Tremendous in managing estate affairs between MA and FL

“Attorney Beliveau was a tremendous help when my mother took ill down in Florida and could not manage her own affairs. He walked me through the steps and provided documents for me to legally handle her affairs in two states, including protecting her assets. He and his staff were polite and efficient in their work.” – Bob Bedford, MA, Estate Planning

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