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See the people in our office talk about how we work with clients. |
MA Wills and Trusts in Plain English:
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Call us 781 863-8606
33 Bedford Street, #13
Lexington, MA 02420 |
"You seem to know something about law. I like that in an attorney." CONSULTING AND DEVELOPING OF
YOUR NEEDS CONSIDERED
WHAT WE MEAN BY PLAIN ENGLISH I want you, and your beneficiaries, to fully understand the estate planning choices you make. While the legal documents that articulate those wishes are technical (read tax) documents with much required precise language, they can also be written so people without a law degree can understand. That is my aim--with you in mind, I use simple explanations, eliminate needless words, and use a readable design to provide documents YOU can understand and feel comfortable with. |
What We Aim to Do
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We focus on one area, do it well, and enjoy it. Clients like the focus we give this topic and our approach. Our approach differs from more general law firms where estate planning is just one of many things the firm does (and likely just a minor area for that firm).
With a sole focus, we're deeply committed to both skillful delivery of services and 'plain English.' Making documents easier to read, and thus understand, is important to us. Many people agree that our firm's work is innovative, direct, and a pleasure to deal with. We work hard to provide a high quality estate plan in Lexington, MA, providing last wills, living trusts, and related documents, as well as post death services. |
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The experience you can expect
FROM your initial call to us when we pencil in a date and time for a meeting, having a welcoming, educational, and focused discussion (Our Meeting: What to expect), followed in a week by our telephone call to again confirm precise spelling of names and details, and then you signing legal documents in about 3-4 weeks. CONTINUING by us mailing to you at no charge --- after the documents are signed --- twice annual detailed reminders of life events that you may want to keep in mind about your estate planning. Simply put, things happen. We strive to provide a plain English and thoughtful experience. |
Welcome to MA Wills and Trusts
Estate planning & post death administration law
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Joel Bernstein is a Lexington, MA estate planning and post death attorney.
Since 1992, MA residents have valued, and given many reviews of, his innovative work for two primary reasons: Single focus
Plain English
An educational, efficient approach with:
Clients tell us they like this approach because it is:
Continued updates: After you sign the documents, we've written to clients twice annually for many years. We've done this to tell clients about law changes and remind them of possible life events that may affect their estate planning efforts.
People benefit from our investment in our approach: Since he started his focus in this area of law, Joel has sharpened both his knowledge and communication skills. People completing the first meeting routinely comment they've never had the experience that we daily give to those with little initial knowledge. And that Joel has patience. We know this entire experience is much more than just a pile of legal documents. Instead the office provides a lifetime experience. People like this approach if they want to:
Summary: The office is a locally recognized source of good estate planning using wills and trusts. And handling post death matters for both existing clients and others. We are a popular estate planning law firm for the area surrounding Lexington, MA including the towns of Burlington, Woburn, Winchester, Arlington, Belmont, Waltham, Lincoln and Bedford. Of course, clients come from further away for our unique approach to Massachusetts estate planning using wills and trusts. |