Kendra O'Toole

Phone 781-971-5900 x2
Mobile Number 781-803-7273
Fax 781-971-5900
Website http://www.morplanning.com

Kendra O'Toole
Mattson, O'Toole & Reed, LLC
1599 Washington Street
Suite 104
Braintree, MA 02184

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Kendra O'Toole

Mattson, O'Toole & Reed, LLC

Director Consultant



My BusinessI service clients in estate planning, probate administration and elder law needs such as Medicaid Planning and preparing for at home care.

Ideal ReferralClient with a home and assets between $100,000 and $500,000 that needs a proper estate plan tailored to their needs.

Top ProductRevocable Trusts & Irrevocable Trusts

Top Problem SolvedPlanning appropriately to protect assets for a family, but be able to apply for benefits for the proper care that is needed.

My Favorite BNI StoryWhen I joined BNI, one of the members introduced me to a Community Sales Director of a local assisted living facility. This partnership led to hosting a seminar on estate planning and having 25 people come and about 12 clients came out of it. That one connection truly created a great relationship that has continued to grow.

My Ideal Referral PartnerAttorneys who do not practice estate planning, Financial Planner, Life Insurance agent, CPA, Banker