We focus on one area, do it well, and enjoy it. Clients like the focus we give this topic.
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.
For over 25 years the principal attorney Joel Bernstein has spoken over 350 times at both public and private talks on the subject of estate planning, to thousands of participants. Both professionals and the public have been audiences. Most have been impressed with the clarity he gives to the subject.
Through preparing for and teaching, he's worked on how to make the topic more understandable. People agree that our firm's work is innovative, direct, and extremely valuable.
What 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.
Video Introduction to firm
Why a plain English DOCUMENT approach?
While not naturally beautiful like a vase of flowers, art, or music, legal documents can be made dramatically easier to read. Using consistent focus and editing, wills and trusts can be almost beautiful. And more direct in style and substance.
Why bother with the extra care?
Because attractiveness and clarity invites reading, and reading leads to understanding. If you, and your family after you, can make their way through the documents, then all can understand your wishes.
And then act on them, by reading the document and not missing the particular details on page 5 that's important to your entire family. And using the tax and non-tax protections your documents should give.
Maybe more importantly, you will get the experience of having a serious professional explain to you your options in plain language and increase your understanding of the topic from mostly zero to double or more.
Joel Bernstein is a Lexington, MA estate planning and post death attorney. Since 1992, MA residents have valued his innovative work for two primary reasons:
An educational, efficient approach a result of:
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.
His 15 seconds of fame is that his work is mentioned in a national treatise (begun in 1898). The editor comments on his innovative work in the automation of handling trusts after a client's death.
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.
Call us at 781-863-8606. Ask to set up a "Meet 1."
Our approach in a nutshell
Meet 1: A personalized, objective, clear discussion about your estate planning options.
And, if y0u decide to move ahead, a second meeting in which we sign the documents. Our process includes:
Joel's note about this approach
"Most mornings, around 6 a.m. I brew a pot of coffee at home and read for a predetermined 45 minutes. In the winter, I read next to the living room fire. In the summer, I read outside.
My reading focuses on the law involving wills, trusts, or post death administration of these estate planning approaches. Or, how to write more clearly using a 'plain English' approach.
When I finish reading, I bookmark and go to the office. It's a rare day that I do not learn something I did not know before, and that can be useful.
Like a farmer, I get up early - so others don't have to.
But I love the morning and the quiet. And learning on a daily basis. So, come talk about your own estate planning. You will not be disappointed."
Updated: October 17, 2019