What Is Bass, Doherty & Finks, P.C.?

Bass, Doherty & Finks, P.C. is a boutique law firm in Boston, Massachusetts, focused on estate planning, probate and trust administration, and tax. It serves clients in Boston, Brighton, Newton, and Brookline, and describes itself as having been built on client relationships for more than fifty years. If you are looking for a smaller firm that presents itself around long-term, personal advisory relationships in these practice areas, this is the type of firm the site describes.

What the firm says it does

The site lists its core practice areas as:

• Estate and transfer tax planning
• Probate, estate, and trust administration
• Business succession planning
• Charitable planning

These are related areas: estate and transfer tax planning concerns how assets and taxes are handled across a lifetime and at death; probate and trust administration concerns carrying out an estate after death or managing trusts; business succession planning addresses transferring a business; and charitable planning involves giving through an estate or trust structure. The firm frames its focus on these areas as a way to put clients “in the strongest competitive position to implement effective strategies.”

Who it is set up for

The firm describes itself as a “boutique” Boston law firm, meaning a smaller practice concentrated on specific areas rather than a full-service firm. Its stated audience is individuals and families in and around Boston—the site names Boston, Brighton, Newton, and Brookline—who need help with estate, probate, trust, tax, business succession, or charitable planning. The site also emphasizes personalized service, saying it provides “a level of personalized service that makes every client feel like our only client,” and that it has established long-term relationships with clients and their families.

The team and how to reach the firm

The site lists the firm’s attorneys: Michael A. Bass, Timothy J. Scanlan, Rachel L. Kalin, William K. Moran, Jillian Wickman Robillard, J. Westerman Davis, Jr., Mariel R. Winchell, and F. Hadley Wright. Contact details published on the site are:

• Address: 1380 Soldiers Field Road, Boston, MA 02135
• Phone: 617-787-5551
• Fax: 617-787-4963
• Email: [email protected]

The site also offers a mailing list sign-up and links to a disclaimer and privacy policy.

What the site does not tell you

The site does not publish fees, pricing, or billing arrangements, and it does not state whether an initial consultation is free or whether any online scheduling is available. Those details would need to be confirmed directly with the firm. The site also does not list case results or client outcomes, so it is not a source for judging the firm’s track record.

How to decide whether to contact them

Consider reaching out if you are in the Boston area and need help with estate planning, probate or trust administration, estate or transfer tax questions, business succession, or charitable giving, and you prefer a smaller firm that emphasizes personal, long-term relationships. Before calling, it helps to have a short summary of your situation—for example, whether you need a new estate plan, are administering a relative’s estate, or are planning the future of a family business—so the conversation can focus on whether the firm’s practice areas fit your needs.