Jason Toomey
INTELLESTATE LAW
intellestatelaw.com
Areas of Focus: Kids Protection Planning, Life and Legacy Planning
Licensed States: Massachusetts
What to expect from Jason Toomey
- A 15 - minute introductory call to understand your goals and needs
- 2 - Hour Working Family Wealth Planning Session: A comprehensive look at your current family dynamics and your assets, including a comprehensive inventory of everything you have so none of it is ever lost.
- Education on how the law impacts your family and assets, focused specifically on your County, State and Country of residence.
- A transparent discussion of your options to care for what matters most to you, no matter what happens Planning options that work for you and the people you love. Relational, compassionate counsel to help you make "eyes wide open" choices for yourself and the people you love.
- A clear plan (not just documents) for how your assets and those you love will be taken care of, throughout every stage of life, and in the event of your incapacity or death.
About Jason Toomey
Hi, Iâm Jason M. Toomey, founder of Intellestate Law.
With over 15 years of experience in Intellectual Property and Estate Planning, Iâm passionate about helping individuals and businesses protect both their innovations and their legacies. Before launching my own firm, I spent nearly a decade and a half leading patent prosecution for a Boston tech startup, where I built and managed a portfolio of over 300 patents.
I graduated summa cum laude from New England Law | Boston, finishing first in my class and earning ten CALI Excellence for the Future awards. My legal focus includes Estate Planning (Wills, Trusts, and Tax Law), Intellectual Property, and Business Law. With a background in Electrical Engineering, I am also a registered Patent and Trademark Attorney with the USPTO, securing patent protection for a wide range of inventions spanning electrical and mechanical engineering, software, and business methods.
When Iâm not working with clients, Iâm an enthusiastic SCUBA diver, often exploring the waters off Gloucester and Rockport, MA, or adventuring in Maine and Rhode Island. I bring the same focus and dedication to my legal practice, working closely with each client to develop customized solutions that fit their unique needs. Whether you're looking to secure a patent or create a comprehensive estate plan, Iâm here to guide you every step of the way!
Testimonials
"Jason was excellent at explaining what he was doing, explaining the process and always available for questions. I felt better and more informed after using his services. The binder with all the documents was also very professional and organized. Highly recommend !!" - Jonathan Stidham
THE PERSONAL FAMILY LAWYER PROMISE
What makes PFL lawyers different?
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How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
-
How you hire us.
We begin with a comprehensive inventory of everything you own, and everyone you love, and consider it all in a working meeting, called a Family Wealth Planning Session, to guide you to clarify your financial life and legacy goals before we draft a single document.
Contact Jason Toomey
Complete the form below to reach out and schedule your 15-minute discovery call.