Testimonials for Attorney Herbert R. Rosen, LLC

An excellent referral that was given to me. Herb was patient & thorough going through my estate planning documents & setting up an LLC. This even after I waited a year after our initial first meeting. He picked up right where we left off and delivered the documents expeditiously. Thank you for getting my affairs in order.
Ms A.A. of Dorchester
Client
I want to thank you for your kind and courteous attention given to my financial and legal needs given by your firm. I highly recommend you to anyone who is in need of the services you provide.
Walter Marshall
2003-Quincy
Having my affairs and my estate legally taken care of is a huge piece of mind! Herb's process and procedures were clear cut and easy to follow. We met a few times, easily went through all the documents step-by-step and he answered all my questions. Herb also went out of his way and found and corrected a part of the deed that went unnoticed since being in the home 6 years. Everything came home kept in a fire proof briefcase. Thank you!
Cheryl Wood, CCH, RSHom(NA), C.HP
Client-Bridgewater
Herb was a joy to work with. He made what could be an unpleasant experience (realty is messy!) an easy process. Everything was done in a timely fashion. You’ll leave feeling well covered and completely taken care of. Highly recommended.
Niki Novak of Braintree
Client
We were introduced to Attorney Herb Rosen, by my brother….also a client of Herb’s as a result of a referral. At our request….Herb spent and excessive amount of time advising and procuring our wills and trusts. We just had a lot of twists and turns. He was extremely knowledgeable in all our elder law questions. He was readily available to answer questions, either by calling or emailing. Atty Rosen truly puts the concerns of his clients as a priority. We recommend him for all your legal needs.
L & D Johnson of Marston Mills
Client
I contacted Herb to set up my estate documents. I was impressed with his knowledge and ability to understand my situation. He guided me thru a complex process and answered all my questions. It took several months and meetings to reach my goals and I’m happy with the results. Also gained a new friend.
Sally Chapman of Lynn, MA
Client
Thank you for your help in providing your expertise in creating our trusts. We enjoyed working with you.aI highly recommend Herb Rosen for your legal needs. He helped my mother and I set up wills to protect us in the future. He will go above and beyond until you are satisfied with your legal needs.
Charlene Nagel, RN, BSN
Client-Wareham
Thank you for your help in providing your expertise in creating our trusts. We enjoyed working with you.
Dolly & George L.
Client
I first met attorney Herb Rosen in 2009 when he assisted me in obtaining the correct documents so that I could effectively meet the health and legal needs of my life partner, who became very ill and subsequently passed away. These documents helped our blended family handle a very sad situation without worry. In 2010, after my partners affairs were settled, I engaged Herb Rosen to get my own affairs in order. And over the years he has kept my documents updated as the Massachusetts laws and my circumstances change. My will, healthcare proxy, trust, etc. are all in order thanks to Herb and his extensive knowledge. He is thorough in his work ethic and accommodating in his availability and he is a caring person. I have my Red Book at the ready whenever I need it. I highly recommend Herb Rosen for any of your legal or financial documents, and/or advice. I trust him to do what is right for me.
Deb T.
Client
When I first met Attorney Herb Rosen 5 years ago, I was newly widowed and shell shocked. He guided me through the process of a living will with patience, knowledge, and compassion. For this I will forever be grateful. I recently, after almost 5 years, contacted Mr. Rosen regarding another issue. He was readily available and knowledgeable in what should be done. He was thorough and in a timely manner initiated the process which enabled me to secure what was rightfully mine. I will not hesitate to contact him again, nor will I hesitate to refer him to anyone needing legal advice. Thank you.
Janice L.
Client-Plymouth
I have used Attorney Herb Rosen for various legal documents and representation including a trust, a post nuptial agreement and vendor contracts. I found his phone responsiveness to be quick and respectful while his fees are reasonable. Attorney Rosen explained very clearly the contents and intent of the documents. I am happy with all the aspect of dealing with Attorney Herb Rosen
Dave S.
Client-Marshfield
I found Herb Rosen to be outstanding in his advice and work ethic. I will keep Herb in mind for the future if and when we return to reviewing the business.
Nicole Cheever
Client
Herb Rosen is a consummate professional, always available and knowledgeable. He handled a difficult multi-generational estate with challenging family dynamics perfectly. Additionally, He guided us through out own estate planning process and will be doing so for our son. Herb is a trusted legal and financial adviser to our family, and we recommend him to anyone in similar circumstances.
David and Susan Martin
Client-Methuen
About three years ago, I was looking for a good attorney who would be able to advise us on our estate planning. After asking friends and family for recommendations, we set up a meeting with Attorney Herb Rosen. We felt very happy and comfortable with Attorney Herb Rosen and began getting out personal needs in order. Attorney Rosen was very accommodating and responsive to any of our concerns and or questions. Since then, I have engaged Herb for my business needs, the sale of a business and a commercial property - with all the usually problems of septic, environment issues and other permits that without his expertise could have proven costly. I highly recommend Herb Rosen to our family, friends and fellow business owners for their needs as well.
John Corcoran
Client-South Shore
Herb Rosen is the BEST! He did a trust for my husband and I in 2013. The time he spent with us going over all of our needs and wants was amazing. The final document in the big RED book is everything we wanted and more. Herb has always been there for us, anytime we call with a question, he got back to us ASAP with the answer. We have recommended Herb to friends and they have been very happy with his services. 2024 Update: we are exchanging real properties in that trust...and Herb is again walking us through the process.
Bob & Priscilla White
Client
I had the pleasure of being referred to Attorney Herbert Rosen to assist me in my Estate Planning. I was referred to him by 2 people I hold in high regard. From the moment I met Atty Rosen I was very comfortable with his delivery of all the information I needed to know. When I did not understand he was extremely patient in explaining in a way I could. Attorney Herbert Rosen is very thorough, affordable, knowledgeable and available for anything you need to make the process go smoothly. Thank you.
Deborah L.
4/27/23-Stoughton
We used Attorney Rosen for our trust and will and we had a pleasant experience and impressed with his professionalism and experience. I recommend him to all my friends.
M & J Wolf
03/13/2023-Stoughton
I met Herb by referral from a friend. Due to a sudden Medical diagnosis we needed an estate attorney fast!! During this extremely stressful situation Atty Herb Rosen walked us through the whole process with compassion, professionalism & he did it promptly! Herb was available with any questions and advice that we needed. I highly recommend Herb. He goes above and beyond to help make the process understandable. PS...not enough space to write how grateful I am for your services.
L. Lopes Family
W/S 2023-Cape Cod
I came across Herb Rosen's name on the Fidelity Financial Advisory website. I had been working with Fidelity to help plan my retirement. Of course, in one is planning retirement, why not get all you final papers in order as well? Fidelity offers a list of lawyers they recommend for estate planning. I called 3 of them. Herb was the 3rd call I made. I knew immediately he was the lawyer I wanted to work with. Herb is a natural educator. Unlike the other 2 lawyers I called, his intent was not about impressing me, it was about teaching me. herb not only understands the law when if comes to estate planning, but he is completely immersed in it. His pleasant personality and knowledge guided us well. He took the time necessary so my husband and I could understand the process completely. My husband and I left our free consultation and the following meetings feeling confident and secure. His fee was reasonable and he got everything done in a very timely manner. We felt immediate piece of mind.
Mary Weathers
11/30/22-Sharon, MA
It was a pleasure working with Herb. He was quick and efficient. He always made himself available any time we had a question. He was very patient and very thorough. We especially loved the final product. A binder that contains all of our personal/important documents and information in one convenient book...not to mention the fire proof bag to put the binder in. Great experience! Would highly recommend the "Estates Doctor"!
B.B
02/08/2023-Attleboro
Herb is the best and we are so glad a friend referred us to him for setting up our Trust. I have been a teacher for 28 years and can appreciate a well executed lesson plan with clear objectives and outcomes and that is exactly how Herb walked us through this process. He explains everything so well and is extremely knowledgeable. The "Red Book" Herb makes for you includes every imaginable detail so you can sleep soundly at night knowing your life and affairs are in order. Look no further for an attorney to help with your Trust!
L. Hickey
5/30/22-Plymouth
Hello, my name is Grace and I met Herb thru work and then a co-worker recommended him and I'm very happy that she did! He did a fabulous job for our estate document needs. His fees were within our means in this competitive market. Herb was wonderful to work with. UPDATE: Summer 2023...we are now closing on our home we put in the revocable trust...and again, Herb is wonderful to work with.
G & S Seaver
March 2022
Just a quick thank you for your WEB page....My family and I simply couldn't have done this without you.
Lori
2020-Covid
Referred to Herb Rosen through mutual friend. Office is close by, convenient for certain in Easton from Attleboro. Herb listened to our needs for a trust and was very pleasant to work with. Very thorough with his work, reasonable pricing. Highly recommend using Herb for all your estate planning. He makes it so easy!
D & L Smith
Oct 2022-Attleboro
Looking for an attorney who is knowledgeable in many legal arenas/topics, responsive and has a great work ethic....look no further. I have been using the legal services of Herb Rosen for 15+ years for both my own personal needs as well as my parents needs. Legal tasks can seem daunting, but Attorney Herb takes the time to spell them out in layman terms, asking questions to be sure he gives you the advice and the result you are looking for. Suffice it to say, I wouldn't have continued using Attorney Herb for my legal needs if I didn't have complete faith in his legal advice.
Karen T.
2008-current-South Shore
Wanted to say how terrific it was of you to give up two Saturday mornings for me last year. I needed to get my house in order and will done before my major surgery and you made it a simple no stressful process. You were so helpful and guided me in the right direction so I went under the knife with one less worry. Thank you again for your help.
Jim G. & Sandra C.
1/23/23-Whitman/Middleboro
We met Herb Rosen twelve years ago as friends of ours were using Herb Rosen for their estate planning. Recently, we engaged Herb to do the same for us as he had for our friends. Herb's work helped them tremendously as they were planning for their future years. Herb has been easy to work with, extremely responsive and takes great pride in doing what is for his customers with high quality work. We strongly recommend Herb Rosen for your estate planning needs.
Young family of Yarmouth/Bwater
01/31/2023
I have been a client of Herb R. Rosen for a number of years. I was referred to him by my mother. Herb has helped me with a number of different legal mattes ranging from helping to close out my mother's estate, to pre-marriage planning, to estate planning for my wife and I. I keep working with Herb because he takes the time to make the process less intimidating, he explains things in a manner that is easy to understand, he does his research to ensure accuracy, and all follow-up items re clearly articulated and documented. I highly recommend Herb, and will continue to work with him for all possible legal matters I might have.
P. Myers
2003-present-Cambridge
My wife and I recently started researching an attorney to help us create a family trust. The local FB pages in Easton appeared to almost unanimously recommend Herb Rosen for the job. We wound up going with Herb and were thrilled beyond expectations with his service. He is flexible, punctual, extremely thorough, competitively priced, knowledgeable, personable, and honest. He made creating a family trust feel like a walk in the park. He’s a great communicator. I feel fortunate that we found him and steadfastly recommend him.
Phil McCrackin
2022-Easton
Herb has been excellent, creating my mom’s life estate, POA and health care proxy, as well as updating through many years, He coming highly recommended by Me Bill Haverty
Bill Haverty
2023-Canton
We spent time with several attorneys before deciding to work with attorney Rosen. He was willing to take all the time necessary to listen to our needs for setting up an estate plan and living will. Attorney Rosen came up with a plan that worked for us and our extended family. Herbert Rosen was very easy to work with and made sure we understood what was being written into the document every step of the way. He always makes himself available for questions from me or our children at anytime. I wholeheartedly recommend Attorney Rosen.
Peter Mulln
Spring 2022-Bridgewater
Herb was so patient with my husband and I each time we sat with him. He helped and explained everything there was to know about putting a trust together. So happy we have him!
Cyn Mecene Olivier
2021-Taunton
I first met with Atty Herb Rosen in July 2006. He came highly recommended by my sister who had engaged him for her estate planning. I found Herb to be very honest and professional in explaining what had to be done in order to get my affairs in order. He did an excellent job in making this happen and then sent me on my way with my little red book all set up for me. In May 2021 I once again met up with Herb to update my estate. He treated me with the utmost respect and it is so nice to know that three are still people out there that look out for the best interests of the elderly. I would certainly recommend his services to others who are considering Estate Planning.
Mary
2022-Stoughton
I attended a seminar for seniors at the Malden Public Library when Herb Rosen was speaking. Retirement started a little over a year ago for me and with it came all the panic buttons going off.....is there enough money, putting my long term care plans into effect etc. The part I always avoided was my last will & trusts. I contacted Herb. We set up an appointment for him to come to my house. We talked and it was decided that I should set up a revocable living trust and last will among other documents. I am an only child from a very small family. I have no children, no spouse and my only relatives are my 94year old aunt and my cousin and her family...all from California. I had spent quite a few years going back and forth to Connecticut weekly to look after things for my parents. When they did pass there were so many things to look into and chase down. It was a nightmare even with their attorneys. The experience I had with Herb was very pleasant. He presented the way he sets things up which is incredibly organized and I found it genius! The price was very reasonable plus, Herb has a great sense of humor. I highly recommend him and in fact already have to two of my friends.
Heather B.
Malden-2023
My husband and I had a great experience 17 years ago with Herb Rosen to draw up our Last Wills and our estate planning documents. It is no wonder that when my dad and I were looking for an estate planning lawyer that I thought of Herb immediately. Our experience 17 years later was just as great. When you talk to Herb, you really feel heard. He explains all the legal terms and is happy to take the time to answer all your questions. This time around I spoke to him for an hour and he eased my fears of the whole process. Estate planning is not an easy thing to do because most of us get a bit emotional. But Herb makes a challenging process much easier. I would feel 100% comfortable recommending him to anyone after having two great experiences. Do not hesitate to give him a call and get a free consultation--you will not be sorry!
Sherry
Boston & CT
My wife and I would like to share our awesome experience with the Estates Doctor Herb Rosen. We met at our networking group 1 year ago and finally decided to have the initial consult. Herb put us at ease instantly & introduced us to the world of Trusts & Estate Planning. After learning the importance of both my wife and I hired Herb on the spot. Our package is totally complete in our fireproof bag! It the time ever comes....our family of seven simply opens the bag & there is NO burden to our children.
S & P Pace
Bridgewater-2023
Attorney Rosen orchestrated a thorough explanation of a life estate vs trust program. His attentive nurturing way was very appreciated. We are YMCA members and that is how we met.
It is with pleasure that I give my thanks to Attorney Rosen. With his utmost expertise he guided me through the process of preparing my Last Will. It give me comfort in knowing my loved ones will have everything in place at the time of my passing. Attorney Rosen also provided detailed information and prepared all the documents necessary to make sure the home my sister and I live in will be secure during our lifetimes. Herb's professional (& at times sidelined witt) is very much appreciated.
O'Reilly sisters
Stoughton-2023
I met Atty Herb Rosen at a financial seminar in Malden. I was impressed by his knowledge and passion in Estate Planning. He listened to my financial anxieties and patiently educated me on the best strategies for my situation. I am grateful to Herb for providing me with an Estate Plan which guarantees my daughter's financial future. He did all this with an engaging sense of humor and compassion. Herb is a great guy!
Deb Oliver
Malden-2023/24
Best advice from a friend we ever got....."Go see Herb Rosen and have him set up your trust". Herb walked us through everything-he is extremely thorough. Herb is professional, reasonably priced and the best attorney to handle all of your estate planning.
L & M Hickey from D&L Smith of Attleboro
Plymouth 2023
Atty Herb Rosen has made estate planning so easy for us. Our financial planner has been asking/telling us to get this done. We were referred by multiple family members. He walked us through each step, explaining everything clearly ensuring we were making the best decisions for us. We highly recommend.
S & D Capaldo
E. Taunton-2024
Herb is great to work with...for both my parents and my own family
A & B Carraturo
Taunton-2024
We met Herb thru the council on Aging in East Bridgewater. He took care of my parent's long term care and estate planning needs from 2008 thru 2015. It all went as planned....meaning my parents kept their piece of mind and assets. After they passed, we avoided probate and had a quick real estate (in trust) property sale and distribution of assets. No family fighting. Now it's my family's turn to set up a Red Book!
F& T White
Middleboro-2024
I have been trying to get my estate plan done for 3-4 years. With other estate planners, it was up to me to contact them and then it would be days before they got back to me. It was quickly on the back burner again. When I engaged Atty Herb Rosen, he kept my estate plan on the front burner and I got call backs and texts the same day with no additional fees. Herb is down to earth and extremely knowledgeable. He clearly explains what we need to do and gives me easy homework that is later put into my "Red Book". I feel so confident that the person executing my living trust will not only have the required documentation but has instructions on what to do as well. What a feeling of relief to know that my kids will not get a lengthy and potentially expensive probate case. The kids will be able to enjoy and use my assets after the assets first serve me and then I am gone. Now I can enjoy life.
Marcy V.
N. Easton-2023/24
I was referred to Atty Rosen by my employer. Herb answered all of my questions. He was efficient and complete. I learned a few things from him regarding trusts that were interesting. He also has a good sense of humor, which I appreciated. Thank you Herb!
Susan E.
Stoughton-2024
We were introduce to Herb by a friend that had used his estate planning services for her Last Will and Trust. We were concerned with long term care, use, access/control and avoiding probate. Herb was very professional and knowledgeable. He educated us and was very helpful. We are pleased to have done an entire estate plan so quickly, efficiently and reasonably priced. We would recommend his services. Great job.
F & J Melchionda
Holbrook, MA Spring 2024
We were fortunate that we were referred to Herb by a friend when we began looking for an attorney to set up a Living Will and Trust plan. This can be an overwhelming experience; but, Herb made it as simple as possible from start to finish. Herb takes the time to explain the information and ensure that you understand the process. He is very thorough and goes through the process step by step. Herb is patient, honest and very personable. He was always willing to answer questions by phone or in person! Herb went as far as making a 3 way call with our bank, on a Saturday no less, to make sure we had the correct information when calling him with a last minute question. The outcome in "our big red book" is exactly what we wanted when we started the process! We will not hesitate to contact Herb again for our needs in the future. We highly recommend Herb Rosen....the Estates Doctor....you will not be disappointed!
E/B McMullin
Taunton-Sp 2024
Herb came as a referral from a friend and we are incredibly grateful for his time, care and knowledge. He made what can be difficult conversations easy (wills, trusts, etc.) given his years of experience and expertise. Herb is diligent, thorough and very reasonably priced. We would highly recommend him to others and will be doing so in the future. Thanks for everything Herb!!!
E. McGuire-Spring & Summer 2024
Middleborough
Herb was extremely professional. He spent time explaining everything to us in detail and we feel comfortable trusting him with our plans. We highly recommend Herb! We were also reassured given that he was recommended by Fidelity. Thank you for your time and patience Herb.
Nakhla Family
Sharon-MA July 2024
I have know Herb for more than 40 yrs and I can truly speak of his honesty, integrity and skillfullness in the legal field. Recently, Herb created a comprehensive estate plan for our family. Herb was readily accessible and provided prompt, individual service. I was impressed by his extreme knowledge base and his ability to simplify what could have been a stressful and taxing process. I know our family's welfare is preserved and secure for the future. I highly recommend Atty Herb Rosen because he has the experience to handle the entire process of estate planning.
Frank S.
Easton, MA-2024
Excellent insights and advice from my Spring 2023 and Summer 2024 consults reviewing my 2016 Estate Documents from another attorney. Herb made my concerns go away. Thanks!
G. Fradin
N. Easton-Summer 2024
Atty Herb Rosen supported my mother's need to create an estate plan (rev vs irrev trust or a life estate) and Last Will and plan her estate to our direction years ago. Herbert explained everything in detail and with the patience required to provide a complete understanding of the processes and tools involved in estate planning. I referred my mother to Herb, and he earned her trust and provided a comprehensive service that would one day help my family handle the estate. When I reach out for input or with a question Herb is quick to respond. I highly recommend Atty Herb Rosen for your estate planning needs.
J. Sheehan
Brockton-2024
Hello, in October 20 2016 a friend of mine recommended Attorney Herbert Rosen to me to establish an estate plan as my friend recently had his plan done. I contacted Attorney Rosen and he came to my house on October 16th, 2016. Together with him and my wife we set up an estate plan according to our wishes and needs. Attorney Rosen was very detailed, personable and we felt comfortable with the final draft. I will refer to him as Herb. He is always available to myself to answer questions and to update if necessary. My wife recently passed and there were no legal matters to contend with. I highly recommend Attorney Rosen to anyone that is looking for any legal advice.
Jim Bocelli
Malden-2024
My family and I were fortunate enough to have met and worked with Herb when we needed it the most. Initially, he was able to get my late father's estate in order prior to his passing. Herb listened closely to our needs, offered us all available options and guided us through the process. Because our experience was so positive with Herb, we have used his services since then and would recommend him to anyone who needs to feel heard, supported, and secure in the options being offered.
Sky Cuocolo & Lucier family
Brockton-2024
Great Job. No need to pay extra for somebody's fancy office when you've got someone like Herb to do the job.
2024-Middleboro
Mike McKeon
Herb was introduced to us by a local bank in the Fall of 2023. He has helped us since then re-do our Last Wills as well as create trusts. He has removed the mystery of estate planning for us. Herb's advice and counsel is invaluable.
The Somebody Sisters
Brockton 2023 - 2024
My parents recommended that I work with Herb when I had a health crisis requiring surgery. Herb was able to draft my preliminary estate documents quickly prior to my surgery....giving me so much peace of mind. Afterwards, Herb did a full revocable Living Trust funded with my real property. He is thorough, professional and very kind. Prices very competitive. I highly recommend him!
Sonia S (2024)
Windsor, MA
I met Atty Herb thru Harbor One in 2022. I needed to take the time to understand. We finally did my estate plan & revocable trust in 2023 after I sold my house and bought a condo. I went back in 2024, for my free annual client review, to LTC and legacy plan. Herb was receptive, patient and helped me lay out my options. No fee for the review...just more comfort for my journey. Highly recommend.
Pierrette A.
Easton & Sharon MA 2024
I was introduced to Atty Herb Rosen (Estates Doctor) by my financial advisor who was affiliated with Harbor One at that time. Herb helped me set up my financial & legal needs with trusts and Last Wills and more. He took the time to explain everything so I could understand it. Reasonable fees. very available. Annual review was also included. I would not hesitate to recommend Herb to anyone.
James P.
Raynham 2022 & 2024
Herbert was so helpful in such a stressful time. He offered guidance and a lot of his time to help me with an extended family issue. My husband and I plan to see him (free initial no commitment consultation) to do our own estate plan.
C & K Pruolx
Fall 2024-Lakeville
I would highly recommend Herb Rosen for anyone seeking a consult for their estate planning. He is a knowledgeable attorney in this area and could not have made the process any easier or more pleasant! He came highly recommended and now I understand why. This was such a positive experience and best wishes to you!
Donna L. Boyd
S. Easton Fall 2024