One estate plan does not fit all.
Self-service legal websites can’t listen to you, answer questions, or be there for you and your family in the future. Proper estate planning takes more than just a will or a formulaic trust – just as every family is different, so are there an infinite variety of tools, plans, and options to fit those families.
The counsel of an estate planning attorney with experience and understanding of trusts, probate administration, long term care planning, and estate taxes can ensure that your lifetime goals are met, and that your loved ones are taken care of according to your wishes.
Estate Planning doesn’t have to be complicated.
Estate planning is essential regardless of wealth, age, health, or family situation – no case or need is too small to take advantage of sound planning! Our goal is to will take the time to make sure you understand the plan we create for you.
Large law firms are expensive and impersonal, and are often too busy to tailor plans to individual clients. With Sorgi Law Group, one of the Sorgis will always be available to you, and we won’t up-sell you with services you don’t need. If a basic will and trust is all you need, that’s all we’ll do.
Our Attorneys
Louis V. Sorgi, Jr.
B.A. Amherst College
J.D. Suffolk University Law School
Lou has been a practicing attorney in the New England area for over 46 years. He is a member of the Real Estate Bar, Massachusetts Bar, and the American Bar Associations. A native of New England, Lou concentrates in Estate Planning, Elder and Retirement Law, Long-term Care Planning, Senior Representation, Lending Law, Financial Institutional Representation, Federal Lending Compliance Regulations, and Reverse Mortgage Law. Lou is the Co-Managing Partner of the Sorgi Law Group, LLC.
Anna M. Sorgi
B.A. University of Massachusetts – Boston
J.D. University of Massachusetts Law School
Anna has been a practicing attorney for 28 years with concentrations in Financial Institutional Representation, Real Estate, and Conveyancing Law, Estate Planning and Reverse Mortgage Law. As Co-Managing Partner of Sorgi Law Group, LLC, she is a member of the Real Estate Bar, the Mass Bar, and the American Bar Associations. Anna has also been honored with admission to practice before the Supreme Court of the United States.
(Bilingual in English and Italian)
Kaley Cullen Sorgi
B.A. Tulane University
J.D. Boston College Law School
Kaley joined the family law practice in 2014 after joining the Sorgi family in 2013 – she is Lou and Anna’s daughter-in-law. Kaley focuses on Estate and Retirement Planning, Long-term Care Planning, and Elder Law. She is an admitted attorney in Massachusetts as well as New York, and is a member of the Massachusetts and New York Bar Associations. Kaley and her husband are also members of the Institute of Contemporary Art in Boston.
(Bilingual in English and Spanish), kaley is Co-Founding Partner of the Sorgi Law Group, LLC.
Andrea Sorgi Spano
Bachelor’s degree from Penn State University
JD from New England Law
Andrea is a disability lawyer dedicated to Special Needs Care Planning and Special Education Law. She is licensed to practice in Massachusetts, New Hampshire, and Rhode Island. Andrea earned her JD from New England Law | Boston where she was a Sandra Day O’Connor Honors Scholar and Editor of the New England Law Review. She is published in the areas of Special Education and Land Use.
Andrea traded her previous career as a Corporate Account Director to become a disability attorney after being thrust into the role of parent-advocate when her eldest son was diagnosed with severe dyslexia, non-verbal learning disorder and depression /anxiety. Andrea has since dedicated her personal and professional life to serving the special needs community. She is involved in Made by Dyslexia, an international organization dedicated to promoting awareness of the power of dyslexic thinking, and she is a member of the Massachusetts chapter of Decoding Dyslexia, a parent led advocacy group concerned with limited access to educational interventions for dyslexic school aged children. In addition, Andrea volunteers with Massachusetts Advocates for Children.
Andrea currently works as a Special Education Attorney with Wong Boscarine, LLC., and alongside her father and sister-in-law as a Transition and Special Needs Planning Attorney at Sorgi Law Group, LLC.
Andrea earned her bachelor’s degree from Penn State University where she was a member of the NCAA Division 1 lacrosse team. She is heavily involved in her local community, having served as a campaign advisor to Bradley Jones, Massachusetts State Representative. Andrea founded a local, non-profit advocacy organization, Defend Ipswich River Communities, inc., dedicated to responsible community development and planning. Andrea lives in North Reading, Massachusetts with her husband, two children, and two dogs. In her free time, she plays competitive tennis and coaches youth soccer.