Secure Your Legacy, Simplified.

Simplifying estate and financial planning for individuals and families in Essex County & Beyond.

Navigating estate and financial decisions can feel overwhelming, but it doesn’t have to be. We’re here to provide personalized solutions that fit your goals and values.

Who We Are

Planning Made

Personal

At Bespoke Trusts & Estates, LLC. we focus on making estate and financial planning approachable and effective. With over 25 years of experience, Daniel Hinchey brings dedication to ensuring your financial security and peace of mind. From estate planning to retirement preparation, we’re ready to guide you at every stage throughout Massachusetts.

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Estate Planning

Create a customized plan that protects your loved ones, minimizes tax burdens, and ensures your wishes are honored. From wills to trusts, we’ll guide you through every step.

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Probate Services

Simplify the process of estate administration with our support in asset collection, debt settlement, and property distribution.

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Retirement Planning

Build a financial strategy that ensures steady income during your retirement years, tailored to your lifestyle and future goals.

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Financial Planning

Receive personalized advice on investments, savings, and risk management to keep your finances on track for the long term.

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Insurance Planning

Get strategic guidance on life insurance policies to secure your family’s financial future and manage estate taxes effectively.

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Tax Guidance

Navigate the complexities of tax planning with advice designed to maximize savings and reduce liabilities.

Rooted in Essex County, Committed to You

A Personal Approach to Planning

We’re a small, family-run business passionate about helping our clients in Essex county and beyond build lasting financial security. Led by Daniel Hinchey, who brings over 25 years of industry experience, we’ve built a reputation for clarity, care, and results.

What Makes Us Different?

  • 25+ years of financial services experience.
  • Deep understanding of Massachusetts estate laws.
  • Local, approachable, and committed to your success.
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Testimonials

What Our Clients Are Saying

Stay Connected With Us!
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Specially made for a particular person, organization, or purpose.

– meaning behind Our name 'Bespoke'