MA Wills and Trusts in Plain English is the online home of Joel Bernstein a Lexington, MA attorney with a sole focus on estate planning with wills and trusts. And handling wills and trusts after a person has passed - we're mentioned in a 100+ year old law book for this type of work.
Because of my focus, sometimes a person wants me to explain to them what their current estate planning documents mean. (They tell me the previous attorney didn't explain them clearly enough and they haven't heard from that attorney since the day they signed them.)
Unlike most law firms, we write to clients at least twice every year - asking if meaningful changes have affected them or their family members and thus their estate planning needs. So their estate planning can be kept up to date. We've done this for almost 24 years - it sets us apart.
By the way - about 6 am each morning with a cup of coffee in hand - I continue to study this subject. Because it's a complicated field.
And I read like this each morning because the more law I know, the better I can explain it to clients.
In addition, I teach the topic to other professionals. Again, to sharpen my communication skills.
I've focused in this area, having done 2500+ estate plans (wills and trusts) over 24 years.
And I've modernized the traditional will and trust documents to get rid of old-fashioned, confusing legalese - making the language much easier to understand.
After a death we know how to handle wills and trusts, to make the difficult time in life easier. The classic treatise, Loring and Rounds: A Trustee's Handbook, notes our office for our ground-breaking work in this field. The book has been updated since 1898 and is well-known in the field.
Our legal documents are:
Prompt & cost-effective for MA residents
Wills · Living Revocable Trusts · Irrevocable Trusts
Real Estate Trusts - Durable Powers of Attorney - Health Care Proxies
Trust Administration - Probate of Wills
After a death when no Will was done Estate Planning for Non-U.S. Citizens
Estate Tax Planning - Estate Planning for Parents with Children
What our clients say...
Here is an interview of Joel Bernstein, taped in August, 2016.
You are invited to our next talk on the topic. It is FREE but seating is limited. Call 781 863-8606 to reserve seating.
We want to give clients plain English documents and letters. We do this by editing.