What we do

David Marshall Datz, P.C. provides legal advice, guidance, and coordination in two primary practice areas: real estate transactions and estate planning.

Real Estate

We specialize in helping individual home buyers and sellers, property owners, developers, investors, lenders, and agents in Massachusetts and Rhode Island. We have extensive experience in virtually every aspect of real estate law, as well as business representation, loan workouts, and secured lending.

We help buyers and sellers successfully complete home and condominium transactions, and represent banks and mortgage companies in title matters. We review purchase and sales agreements and closing documents, provide advice on contracts and inspection issues, conduct the closing, make sure all proceeds are properly paid out and accounted for, establish clear title to the property, and even recommend financing options.

In addition to successfully completing title searches and closings for thousands of satisfied home and condominium buyers and sellers, we represent hundreds of institutional lenders and developers.

Estate Planning, Administration and Probate

David Marshall Datz, P.C. provides complete estate planning services.  From basic to complex plans, we provide solutions to meet your needs.

We’re a member of the national estate planning organization WealthCounsel™, an organization committed to exceptional service and technology to assist attorneys in creating the best possible solutions for their clients. They share our values of a client-centric approach to estate planning. This is exemplified in the quality of the legal documents we produce, and in the manner in which we engage our clients in the estate planning process.

We will also work  with families after the death of a loved one to make sure that the wishes and plans of the deceased are carried out.  We will help you with the selling of assets, real estate transactions and closings, settling with creditors, and distribution of assets in accordance with the plans of the deceased.    We also work with the Probate court to help minimize the financial consequences to the estate.

In Short…

Whether you’re looking to close on your dream home, embark on a major real estate or business deal, or carefully plan your estate, David Marshall Datz, P.C. can help you be successful.