WELCOME TO INTELLESTATE LAW
Intelligent Estate Planning + Effective IP Protection
Our firm combines deep legal experience with a personal, educational approach. Whether you’re securing your family’s future through estate planning or protecting your ideas with patents and trademarks, we make the complex feel clear and manageable. We help families plan for their future and innovators protect their ideas. Our approach combines the structure of an engineer with the empathy of an advisor—because peace of mind is both a science and an art. With more than 15 years of experience and a background in engineering, Attorney Jason M. Toomey founded Intellestate Law to give clients structure, clarity, and confidence in every decision. Our firm delivers a calm, guided process where every detail is explained and every question is welcome.
Our Mission as Massachusetts Lawyers:
Protect What You Build and Who You Love
Life’s work takes many forms—a company, an invention, a home, a family. But whether you’ve built something tangible or intangible, protecting it means thinking ahead. At Intellestate Law, we help you plan for both.
Our work bridges two worlds that often overlap: Intellectual Property and Estate Planning. We believe that your legacy isn’t just what you own, but what you create—and both deserve the same care and strategy.
Legal planning can feel overwhelming. Our mission is to change that. We take the time to listen, educate, and explain, so you understand not just what your plan does, but how it works. Clients often tell us they feel calmer after their first meeting—that’s our goal. Because when you understand your options, you can make decisions that truly reflect your values.
We know every person and every family is unique — and that’s exactly what we’re good at. Whether you’re a parent planning for the future or an innovator building what’s next, we help you create a plan that gives you peace of mind today and protection for tomorrow. Contact us right away.
What Our Clients Say
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FREE Estate Planning Workshop
Pints + Planning
- Date: Wednesday, March 11, 2026
- Time: 6:00 PM – 8:00 PM EDT
- Location: Courthouse Brew Co.
3 Brussels St. Worcester, MA 01610
The Intellestate Difference
Intellestate Law was built on the belief that legal protection shouldn’t feel intimidating—it should feel empowering.
We take the time to understand each client’s goals, explain every option, and create plans that are precise, personal, and practical.
We Focus on Asset Protection.
We protect both tangible and intangible assets—your home and your ideas, your business and your family.
Engineer’s Precision. Family-Centered Care.
Jason’s engineering background shapes every plan—structured, strategic, and clear.
Personal Attention.
Every client works directly with Jason and Kat throughout the process.
Flat-Fee Pricing.
Transparent costs mean no surprises—just clear expectations.
Education First.
We don’t just deliver documents. We help you understand them, so your plan works when it’s needed most.
Intellectual Property:
Protecting Innovation Nationwide
Your ideas are your assets. We help inventors, entrepreneurs, and businesses protect them through tailored patent and trademark strategies.
With over 20 years of experience in intellectual property law and engineering, Jason has represented clients before the USPTO across industries including software, electrical systems, mechanical design, and consumer products.
Our IP services include:
- Patents – protecting inventions, designs, and processes.
- Trademarks – securing names, logos, and branding.
From initial consultation to registration and beyond, we handle every detail personally and transparently—so your innovation stays securely yours.
Estate Planning:
Serving Families Across Massachusetts
Estate planning isn’t just about documents—it’s about decisions. We help families of all types and sizes create personalized plans that preserve their assets, express their wishes, and protect their loved ones when it matters most.
Our estate planning services include:
- Trusts – for asset protection, privacy, and efficient wealth transfer.
- Wills – to clearly state your wishes.
- Guardianship + Conservatorship – ensuring trusted care for loved ones.
- Powers of Attorney – empowering someone you trust to handle legal or financial matters.
- Health Care Proxies – appointing a decision-maker for medical choices.
We take time to explain every option, so you leave not just with documents—but with understanding and confidence.
Learn more about our Estate Planning services →
Based in Northborough, Massachusetts, Intellestate Law helps clients throughout the Greater Boston and Worcester areas—and across the country for intellectual property matters before the U.S. Patent and Trademark Office (USPTO).
Attorney Jason M. Toomey brings a rare blend of technical insight and personal understanding to every matter. After more than a decade leading patent prosecution for a Boston tech company, he saw how many individuals and families needed the same level of care and precision when protecting both their ideas and their assets. He founded Intellestate Law to bridge that gap—combining intellectual property and estate planning under one roof for clients who think holistically about what they’ve built.
At Intellestate Law, Jason and Kat work closely with every client, ensuring that even the most complex legal process feels approachable. They believe that good planning starts with listening—and that the best protection comes from understanding your goals before putting anything on paper.
At Intellestate Law, our focus is simple: help clients protect their life’s work—in every form it takes. We do that through two complementary areas of law.
The people who come to us for estate planning are often the same ones who create, build, and innovate. And the innovators who come to us for intellectual property often want to ensure their families benefit from what they’ve built. That’s why our practice focuses on both sides of protection—the legal and the personal. Whether you’re naming guardians, creating a trust, or filing a patent, we help you design plans that work together seamlessly.
Our process starts with listening. Every engagement begins with a conversation about what matters most—your family, your business, your goals. From there, we develop a step-by-step roadmap tailored to your situation, with clear timelines, transparent fees, and consistent communication.
We remove uncertainty from the legal process, replacing it with organization, predictability, and peace of mind. You’ll always know what’s happening, why it matters, and what comes next.
From Northborough to nationwide, Intellestate Law helps families, innovators, and entrepreneurs turn complexity into clarity—and plans into protection that lasts.
We serve a diverse community of clients—parents and grandparents, startup founders, small business owners, and independent inventors. Many come to us at life’s turning points: welcoming a new child, buying a home, launching a company, or developing a new idea.
Our role is to help you make decisions that protect those milestones. Whether your next chapter involves family, business, or innovation, we’ll help you plan with clarity and care. Contact us today.
Intellestate Law is based in Northborough, Massachusetts, serving families and business owners throughout the Greater Worcester and MetroWest areas—including Westborough, Shrewsbury, Southborough, Grafton, Boylston, Marlborough, Hudson, and surrounding communities.
For intellectual property clients, we proudly serve inventors, entrepreneurs, and businesses nationwide before the U.S. Patent and Trademark Office (USPTO).
We offer flexible meetings—both in person and virtual—so you can plan when and where it works best for you.
FAQs About Intellestate Law
Do you focus on one type of law or both equally?
We focus on two areas that often overlap—Estate Planning and Intellectual Property. Many of our clients come to us for both, because their personal and professional lives are closely connected. We help ensure their plans and protections work together seamlessly.
Do I have to know exactly what I need before reaching out?
Not at all. Most clients come to us knowing what they want to accomplish, not what documents or filings they need. We start with a conversation, listen to your goals, and help you identify the best path forward—step by step, without pressure or jargon.
I’ve created something new—how do I know if it’s patentable?
If you’ve developed a new process, product, or design, it may qualify for patent protection. We’ll discuss your invention, evaluate what type of protection makes sense, and guide you through the steps of filing with the U.S. Patent and Trademark Office (USPTO).
Do you offer flat-fee pricing?
Yes. Transparency is part of our philosophy. We believe clients should know exactly what to expect—no hourly billing or surprise invoices. Every engagement begins with a clear, flat-fee proposal.
Can you work with me remotely?
Yes. We offer both in-person and virtual meetings. Estate planning clients are typically located in Massachusetts, while our intellectual property work serves inventors and businesses nationwide.
How complex of a plan or project can you handle?
Quite complex. Jason has over 15 years of experience handling intricate patent portfolios, estate structures, and business entities. Whether you’re coordinating multiple trusts, intellectual property assets, or business partners, we’ll help you design a structure that’s both strategic and sustainable.
Can you help with both personal and business matters?
Yes. Many clients work with us because their personal and professional lives overlap. We can help you form a business, secure patents and trademarks, and coordinate those assets within your estate plan so everything works together.
Do I need an estate plan in Massachusetts?
Yes. Without an estate plan, Massachusetts law decides who inherits your assets and who makes decisions if you’re unable to — which may not reflect your wishes. A basic plan lets you stay in control, protect loved ones, avoid delays in probate, and potentially reduce estate taxes. No matter your age or wealth, having a plan in place brings peace of mind and prevents unnecessary complications later.
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