Fortin Legacy Law

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Fortin Legacy Law

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Hello! I’m Kathleen O’Sullivan-Fortin, founder of Fortin Legacy Law, PLLC and a proud Personal Family Lawyer®.

I chose this path because I’m passionate about helping families avoid the unnecessary stress and conflict that can arise during times of loss or incapacity. At Fortin Legacy Law, my practice is centered around Estate Planning, Asset Protection, and Kids Protection Planning—ensuring that your minor children are always cared for by the right people and that your values are carried forward. I also have experience working with Special Needs families, addressing the unique considerations they face in planning for the future. I believe in building real relationships with my clients—getting to know you and your family, so I can be a trusted advisor not just for today, but for the years ahead. My goal is to provide you with peace of mind, knowing that your loved ones and your legacy are protected. Life’s most difficult moments can also be its most vulnerable. I’m here to help you prepare so that, when the time comes, your family has the guidance, support, and protection they need. If you're curious about working together, please schedule a free 15-minute consultation through the link on my website. I'm looking forward to working with you together to create a plan that best suits you and your loved ones. Best, Kathleen

Fortin Legacy Law, PLLC
Personalized Planning, Lasting Peace of Mind.

10/09/2026

Life can change in an instant. Having the right estate plan in place helps ensure the people you love are protected and your wishes are known when it matters most.

You don’t have to figure it all out alone. We’re here to help you take the next step with confidence.

📞 Call 978-998-9883 to start planning your family’s future.

10/07/2026

You know your passwords. You know where you keep your important information. But would your family know where to start if you suddenly couldn’t help them?

Your online accounts are part of your financial and personal life. A password list can help, but it’s not the same as making sure the right people have the legal authority and information they need.

Would your family know where to start?

💬 Let’s make sure they do. Schedule a complimentary 15 minute discovery call with Fortin Legacy Law at 978-998-9883.

10/05/2026

You may think your spouse is covered because they know your passwords. But knowing how to log into an account is not always the same as having the legal authority to manage it.

Think about everything that lives online today:

💻 Banking and bill pay
📧 Email
🏡 Mortgage and insurance accounts
📸 Digital photos
💰 Retirement accounts
📱 Phone accounts
💼 Business accounts

If you were suddenly unable to manage these accounts, would your family know what exists, where to find it, and who has the authority to act?

Your online accounts are part of your family’s financial and personal life. They belong in the conversation when you create your Life & Legacy Plan.

A password list can help. It just isn’t the whole plan.

📞 Ready to make sure your plan goes beyond the filing cabinet? Call Fortin Legacy Law at 978-998-9883 to schedule a complimentary 15-minute discovery call.

10/03/2026

Your will is important. But it is only one piece of the puzzle.

What about your retirement accounts?
Your life insurance?
Your bank and investment accounts?
Who can make decisions for you if you become incapacitated?
Who will care for your children if you can’t?

Your estate plan needs to work as a whole, not just look good in a folder.

At Fortin Legacy Law, we look beyond simply preparing documents. We help you think through the people you love, what you own, and what could happen at every stage of life so your plan actually works when your family needs it.

Your family deserves more than a stack of documents. They deserve a plan.

Ready to find out whether your current plan actually works? Schedule a 15-minute discovery call today.

📞 978-998-9883

10/01/2026

Estate planning isn’t just about what happens to your assets. It’s about making your wishes clear so the people you love aren’t left making difficult decisions without knowing what you would have wanted.

A thoughtful plan can give your family clarity, direction, and peace of mind when they need it most.

If you’ve been putting off your estate plan, there’s no judgment here. Let’s start where you are.

📞 Call Fortin Legacy Law at 978-998-9883.

09/30/2026

Life insurance is meant to protect the people you love. But have you considered what happens to those funds after your spouse receives them?

If you want to provide for your spouse while also protecting your children's inheritance, your beneficiary designation and estate plan need to work together.
A properly structured trust may help ensure your wishes are carried out and your family's future is protected.

💙 Your life insurance should do more than provide money. It should help protect the legacy you want to leave behind.

📞 Have questions about how your life insurance fits into your estate plan? Call Fortin Legacy Law at 978-998-9883.

09/25/2026

Your kids are doing everything right. Successful career, steady marriage, smart with money.

That's exactly why "just leave it to them outright" might not be the protective move it feels like.

Success brings exposure (malpractice risk, business guarantees, partnership obligations) and none of that has anything to do with how responsible your child is. An inheritance trust isn't about control. It's about making sure what you built for them is still there when they need it most.

Ready to see if your plan actually protects what you think it does?
Call 978-998-9883 or book a free 15-minute discovery call. 🔗https://calendly.com/kofortin-fortinlegacylaw/30min?month=2026-09

09/23/2026

There’s nothing better than hearing that our clients felt comfortable, informed, and cared for throughout the estate planning process. 💙

Thank you, Tom, for trusting Fortin Legacy Law and for sharing your experience. We are so happy to know that we made the process feel clear, comfortable, and straightforward from start to finish.

Your family deserves an estate plan you understand and feel confident about.

📞 978 998 9883

09/22/2026

Maybe they use some of it for a home.

Maybe they invest it.

Maybe they put money into a business they’ve spent years building.

Maybe they simply keep it safe and let it grow.

Those decisions may all be perfectly reasonable.

But once an inheritance is distributed outright, it becomes part of your child’s personal financial life and the protections that existed while the assets were held in trust may no longer exist.

An inheritance trust isn’t about controlling your adult child.

It’s about creating a structure that can help protect what you built while giving them flexibility to use it for the things that matter most.

Housing. Education. Family. Business opportunities. Future generations.

The goal isn’t to limit their choices. It’s to preserve them.

Give Fortin Legacy Law a call to see whether you are fully protecting your successful child's inheritance from unnecessary risk. 📞978-998-9883

09/19/2026

When was the last time you checked your beneficiaries? 🤔

It’s easy to set a beneficiary on an account and completely forget about it. But life changes, and sometimes those old designations don’t change with it.

We’ve seen accounts still naming an ex spouse, a parent who has passed away, or someone the account owner hasn’t spoken to in years.

And here’s the important part: your beneficiary designation can override what your will says.

A good habit is to review your beneficiaries every few years and anytime something major changes in your life, like a marriage, divorce, the birth of a child, or the loss of a loved one.

It only takes a few minutes to check. That little review today could save your family a lot of confusion later. ❤️

Not sure who is listed on your accounts? It might be time for a quick review.

📞 978-998-9883

Address

34 Pickering Street
Danvers, MA
01923

Telephone

+19789989883

Website

http://www.FortinLegacyLaw.com/

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