Our Services

Services

Estate Planning & Life Insurance Solutions

Planning your legacy is about more than drafting documents—it’s about ensuring that the people and causes you care about are financially secure when you’re gone. While we’re not attorneys, Boston Life Insurance partners with some of the most reputable estate planners in the Greater Boston area. Together, we design coordinated strategies that align your life insurance policies with your overall estate plan.

Our role is to evaluate your current coverage, identify gaps, and recommend tax-efficient life insurance solutions—such as irrevocable life insurance trusts (ILITs) or second-to-die policies—that can help fund estate taxes, equalize inheritances, or create a lasting charitable gift. By integrating life insurance into your estate plan, you can preserve more of your hard-earned assets for future generations while providing immediate liquidity when it’s needed most.

If you’re already working with an estate planning attorney, we’ll collaborate seamlessly to make sure every detail supports your broader goals. If you’re just getting started, we can introduce you to trusted legal and tax professionals who share our commitment to clear guidance and client-first service. Let Boston Life Insurance help turn your legacy vision into a confident plan.