One estate plan does not fit all.
Self-service legal websites can’t listen to you, answer questions, or be there for you and your family in the future. Proper estate planning takes more than just a will or a formulaic trust – just as every family is different, so are there an infinite variety of tools, plans, and options to fit those families.
The counsel of an estate planning attorney with experience and understanding of trusts, probate administration, long term care planning, and estate taxes can ensure that your lifetime goals are met, and that your loved ones are taken care of according to your wishes.
Estate Planning doesn’t have to be complicated.
Estate planning is essential regardless of wealth, age, health, or family situation – no case or need is too small to take advantage of sound planning! Our goal is to will take the time to make sure you understand the plan we create for you.
Large law firms are expensive and impersonal, and are often too busy to tailor plans to individual clients. With Sorgi Law Group, one of the Sorgis will always be available to you, and we won’t up-sell you with services you don’t need. If a basic will and trust is all you need, that’s all we’ll do.
Our Attorneys
Louis V. Sorgi, Jr.
B.A. Amherst College
J.D. Suffolk University Law School
Lou has been a practicing attorney in the New England area for over 46 years. He is a member of the Real Estate Bar, Massachusetts Bar, and the American Bar Associations. A native of New England, Lou concentrates in Estate Planning, Elder and Retirement Law, Long-term Care Planning, Senior Representation, Lending Law, Financial Institutional Representation, Federal Lending Compliance Regulations, and Reverse Mortgage Law. Lou is the Co-Managing Partner of the Sorgi Law Group, LLC.
Anna M. Sorgi
B.A. University of Massachusetts – Boston
J.D. University of Massachusetts Law School
Anna has been a practicing attorney for 28 years with concentrations in Financial Institutional Representation, Real Estate, and Conveyancing Law, Estate Planning and Reverse Mortgage Law. As Co-Managing Partner of Sorgi Law Group, LLC, she is a member of the Real Estate Bar, the Mass Bar, and the American Bar Associations. Anna has also been honored with admission to practice before the Supreme Court of the United States.
(Bilingual in English and Italian)
Kaley Cullen Sorgi
B.A. Tulane University
J.D. Boston College Law School
Kaley joined the family law practice in 2014 after joining the Sorgi family in 2013 – she is Lou and Anna’s daughter-in-law. Kaley focuses on Estate and Retirement Planning, Long-term Care Planning, and Elder Law. She is an admitted attorney in Massachusetts as well as New York, and is a member of the Massachusetts and New York Bar Associations. Kaley and her husband are also members of the Institute of Contemporary Art in Boston.
(Bilingual in English and Spanish), kaley is Co-Founding Partner of the Sorgi Law Group, LLC.
Andrea Sorgi Spano
Attorney | Special Education & Disability Law
Attorney Andrea Sorgi Spano is licensed in Massachusetts and New Hampshire and focuses her practice on Special Education Law, Disability Law, and Special Needs Planning. She represents parents and students throughout every stage of the IEP and 504 process including IEP out-of-district placements, manifestation determinations, mediations, settlement negotiations, and BSEA hearings with a commitment to ensuring students receive the individualized supports they need to thrive. Andrea also assists adults with disabilities and their families with transition planning, special needs planning, and advocacy against discrimination in school and workplace settings, including drafting demand letters, filing complaints with the EEOC, and pursuing discrimination claims for individuals. Known for her collaborative yet strong advocacy style, she is skilled in mediation and resolution strategies that protect her clients’ rights while aiming to reduce unnecessary conflict.
Before joining Sorgi Law Group, Andrea worked with Noble Education Law, LLC, representing students and families across Massachusetts. Andrea earned her J.D., cum laude, from New England Law | Boston, where she served as an editor of the New England Law Review and published scholarship in special education law. Her dedication to this work is personal—shaped by her experience advocating for her own child within the special education system. This lived perspective allows her to approach each case with empathy, clarity, and tenacity.
Outside of her practice, Andrea enjoys spending time with her children, traveling, and playing competitive tennis.