Patricia E. Malley

Her work often involves clients’ anticipating the passing of a loved one and preparing them for the financial effect on the family. “I understand the emotional difficulty of dealing with death,” she says. “I try and provide as much support as possible and minimize any burden a client might feel when administering an estate or trust. That means working directly with the applicable financial institutions, CPAs, etc., to obtain the information needed for estate tax returns, ensuring income tax returns are prepared, and assets are transferred in compliance with a decedent’s estate plan.”

Patricia recognizes that no estate plan is the same and counsels clients in developing estate plans personalized to meet their unique circumstances.

Outside of work, Patricia serves as an adjunct professor at Suffolk University Law School. She has been a coach for Special Olympics and is a Boston Marathon alum.