Our purpose
To help families make consequential decisions with calm, understand the plan they sign, and leave the people they love less uncertainty.
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Hearth & Wren is a small estate planning firm built around long conversations, lucid documents, and relationships measured in generations.
To help families make consequential decisions with calm, understand the plan they sign, and leave the people they love less uncertainty.
Elena advises families and founders on estate, gift, and succession planning. Before founding the firm, she practiced in the private client group of a Boston national firm. She is admitted in Massachusetts and New York.
Marcus focuses on trust and estate administration, fiduciary disputes, and family governance. Clients value his ability to turn a difficult process into an orderly one.