Preserving What Matters Most

Estate Planning & Asset Protection Tailored to You

Explore our website to discover how our personalized approach and extensive tax knowledge can help secure your family’s financial future. We help families establish thoughtful guardrails around wealth transfer while nurturing financial stewardship across generations.

Practice Areas

About Us

We care about your future.

At Marshall Law Offices we are  focused on serving the needs of individuals, couples, and families that are faced with the challenges of managing their wealth and passing it on to future generations. Our experienced legal professionals are committed to providing the highest quality services with a personalized approach. Our firm brings together legal professionals with decades of combined experience in:

  • Developing sophisticated estate and business succession planning strategies
  • Administering complex estates and trusts
  • Implementing comprehensive income, gift, and estate tax planning
  • Creating customized charitable giving solutions that align with your values
  • Designing robust asset protection strategies to safeguard family wealth

We develop long-lasting relationships that frequently extend beyond estate planning.

Lets Discuss

5.0

Peer rating

Countless

Happy Clients

5

Licensed States

45+

Years of Combined Experience

Our Approach

At Marshall Law Offices  we believe estate planning must be personalized to your unique situation. We take time to understand your long-term goals and family circumstances, building lasting relationships through ongoing conversation rather than one-time transactions.

Our collaborative approach extends beyond our office walls. We work seamlessly with your existing financial team—CPAs, wealth managers, financial advisors, and insurance professionals—to ensure coordinated strategies across all aspects of your financial life. This integrated approach eliminates contradictory advice, closes potential planning gaps, and creates a more cohesive experience for you.

We encourage reviewing your planning documents after major life events and facilitate regular communication among your professional advisors to ensure your estate plan remains aligned with your current reality and evolving needs.

Our Practice Areas

We design trust structures that balance wealth preservation with your family values. Our planning considers how inheritance can positively shape future generations while providing appropriate financial protection. We work with you to establish reasonable parameters around wealth transfer that reflect your priorities—whether encouraging self-reliance, supporting education, or promoting thoughtful financial decision-making within your family.

Estate and Tax Planning

We develop and execute sophisticated estate plans tailored to meet your specific goals. Our firm is highly skilled in the creation of wills and trusts, and in all aspects of income, gift and estate tax planning. Our firm’s legal professionals provide careful guidance through many complex legal and financial issues and structure plans that create a clear path to carry out your vision for the future.

Trust and Estate Administration

We represent and advise executors, administrators, and trustees in managing trusts and estates. We provide comprehensive services, including financial recordkeeping, account preparation, and federal and state tax filings.We are highly skilled in the preparation of complicated estate tax filings for large estates. Our experienced team supports clients throughout the probate and estate settlement process, ensuring proper management and minimizing liability. From appointing executors to distributing assets, we handle all aspects of estate administration. When needed, Our attorneys serve as executor or trustee, applying a careful and professional approach to every matter.

Business Succession Planning

For many business owners, succession planning can be a complicated and even a delicate task, particularly in light of the emotional issues and family dynamics that are often involved. We have the experience and skills to guide you, your family and/or your colleagues through the process of transitioning business ownership and responsibility in a prudent manner. As an integral part of the process, we develop effective strategies to address future or current tax liabilities related to ownership changes.

Charitable Planning

Helping the charitable causes you care about can be an important part of your legacy. We have the tools to assist you in achieving your charitable goals while integrating tax saving charitable planning techniques into your estate plans using entities such as charitable trusts and private foundations.

How It Works

Our streamlined process is designed to provide clarity and confidence at every step. From the initial inquiry to final implementation, we guide you with clear communication and tailored solutions to meet your unique needs.

Getting to Know You

We begin by exchanging key information to understand your situation and determine if we're the right fit for your needs. During this phase, we provide insights about our approach while learning about your goals and circumstances, ensuring a productive relationship from the start.

Consultation & Recommendations

After establishing potential fit, we meet to discuss your specific objectives and concerns in detail. We explore appropriate strategies and develop a tailored approach to address your unique needs. This collaborative discussion concludes with a clear path forward and formal engagement.

Design & Implementation

We draft comprehensive planning documents based on our agreed strategy, then guide you through a thorough review process. Once you are confident in your plan, we finalize all necessary documentation and assist with proper execution, funding, and implementation to bring your estate plan to life.

Read our FAQ's

Where We Serve

While our main office is located in Warwick, Rhode Island, Marshall Law Offices provides comprehensive estate planning services across multiple states. Our attorneys are licensed to practice in:

Rhode Island
Massachusetts
Connecticut
Florida
Illinois

This multi-state licensure allows us to effectively serve clients with complex estate planning needs that span multiple jurisdictions, particularly important for clients with properties or business interests across state lines.

Whether you’re located near our Warwick office or elsewhere in these states, we are equipped to provide the sophisticated legal guidance you need.

What Others Say About Us

We take pride in the relationships we build with both our clients and fellow professionals. Their words reflect our commitment to excellence, personalized service, and experience in estate planning. Here’s what clients and professional colleagues have shared about their experiences working with Marshall Law Offices

Jason Marshall has held three generations of the Hooper’s in the “palm of his hand”. His comprehensive knowledge of the law, coupled with a keen understanding of our personal situation has allowed Jason to formulate a winning blueprint for our future. The skilled staff at The Marshall Law Offices are likewise totally committed to excellence. I feel extremely fortunate to have met Jason Marshall and am eternally grateful for the extraordinary kindness and compassion that he has bestowed upon our entire family .
John
John Client
In my professional capacity as a bank trust officer I’ve been working with Jason for over twenty years in the areas of trust administration and estate settlement. Jason is incredibly knowledgeable in all aspects of estate planning and estate taxation and does a really nice job of anticipating potential problems and finding solutions. He’s very responsive and, most importantly, returns phone calls in a timely manner. I’ve been working with Jason’s paralegal, Kristin Capalbo, in the settlement of estates for twenty years as well. The estate settlement process is seamless when Kristin is involved. There are no glitches and no delays in the filing of probate paperwork. I highly recommend this firm for all your estate planning needs. I’m a client both professionally and personally. Enough said.
David
David Essex Trust
Working with Marshall Law Offices has been a true pleasure. Our parents started with Jason devising a plan for their estate. We were so impressed with the way Jason and his team were able to handle our parent’s situation, we immediately made an appointment for our family. As situations change over time, Marshall Law Offices gives us the comforting feeling they have our back.
Mark
Mark
My wife, Pam & I have been very fortunate to have Jason as our Attorney. He is not only guided us through our personal affairs but was an incredible part of the sale of our business. His gentle, calm demeanor makes even the most difficult decisions easy. His excellent staff provides the professional and efficient follow-up required to keep our Estate up to date and relevant to the ever changing tax laws. We have been very proud to recommend Jason and his firm to our friends and family.
Rob & Pam
Rob & Pam
Over the past 25 years, I have had the privilege of working with Jason on a variety of probate and trust litigation issues. When it to comes to untangling some very complicated fiduciary-related responsibilities and obligations, Jason and his team of professionals can be counted on to navigate adroitly those legal complexities by always providing very responsive, thorough and sage advice. Without exception, Jason demonstrates a deep understanding of and commitment to our mutual clients’ best interests. I enjoy our opportunities to collaborate and feel relieved and confident in referring clients to Jason for their trust and estate planning needs.
Matthew
MatthewEsquire OLIVERIO & MARCACCIO LLP
Jason was fantastic to work with. He was incredibly patient, understanding, and extremely knowledgeable. I truly appreciated his professionalism and the way he made me feel supported throughout the process. It was a pleasure working with him, and I would highly recommend Marshall Law Offices to anyone seeking estate planning.
Donna
Donna
With our daughters all grown and with families of their own, it was time for us to upgrade our wills, consider trusts, put in writing end of life thoughts and discuss a host of things that we have been putting off for years. Jason Marshall was fabulous in walking us through al of this. Jason put us at ease immediately and spent as much time as we needed to discuss all aspects of our wills and estate planning. Several weeks later we received a draft document and an invite from Jason to meet and review our wishes and desires. Jason was again friendly, courteous and extremely professional. I highly recommend Marshall Law Offices.
Arthur & Peggy
Arthur & Peggy
I’ve worked with Jason since before he founded his own firm, first assisting my parents with their estate planning and then also with my own. When my parents passed Jason and his associates were terrific in support of my role as executor of a fairly complicated estate. In addition to providing excellent advice and planning, laying the foundation to preserve a highly valued family legacy asset as well as accomplish other goals, they were consistently patient, thoughtful and sensitive in their attention to that transition. I have no regrets and would highly recommend to anyone looking for estate planning services that they meet with Jason and get started as soon as possible.
Fred
Fred Client
Working with Jason and now Darah over the past many years has been tremendously helpful and the guidance and expertise that they have provided to our family has been invaluable. Through multiple career and personal milestones that Darah has helped us navigate, we believe that we're in a much better place today, both financially and as business owners. We would highly recommend working with Jason and Darah!
Chris & Lindsay
Chris & LindsayClients
Our company, DAI Restore, has worked with multiple members of Marshall Law firm over several years. I can personally attest every interaction has been met with the utmost professionalism and expertise in their field. Consistently offering solid, sound advice and solutions in a friendly welcoming atmosphere. If you are looking for employment where every member of the team is valued, respected and works in cohesive collaboration toward the benefit and satisfaction of their client, you've chosen the perfect practice. If you are fortunate enough to qualify for the position, consider yourself a very lucky individual!
S'andra, DAI Marketing Administrator
S'andra, DAI Marketing AdministratorClient