CLIENT REVIEW

Lexington's Estate Planning Attorney
Serving Clients Throughout Massachusetts

​Selected by clients throughout Massachusetts, estate planning attorney Joel Bernstein  strives to provide exceptional representation in all areas of wills and trusts law. From simple wills to living trusts, our estate planning office is ready to work tirelessly to help you achieve your estate planning goals. Navigating through state and Federal law is complex and can be overwhelming without an effective estate planning lawyer working to help you achieve your goals.

---

(About us)  "Each morning, about 6 a.m, I wake up and read some aspect of the law concerning wills, trusts, or post passing administration of one or both. Some area that is important to one or more clients. Because all my clients are involved with this one area of law, I see my reading exemplified daily, often multiple times in a week.
​
At home in Lexington, I do this reading with a  cup of black coffee (or two).  I read for a timed 45 minutes, (most) mornings, and have done this for about 20+ years.

During the work day, I try to communicate with each prospective person or client in as plain English as I can.  Like a farmer, I arise early so others don't have to. I love the morning, and the quiet. And learning on a daily basis. So, come talk about your own estate planning."
     
Joel Bernstein, April 2018

Home

Read our Google Reviews

MA Wills and Trusts:
​The Only Law We Practice

​"Joel Bernstein and his staff were extremely helpful in helping with our estate planning. He was incredibly knowledgeable, and very patient as we worked out ​complicated details. I would highly recommend him for both simple and complex issues. Over the years his office has written to us twice a year - alerting us to changes in our lives or the law. We appreciate this dedication."​​

"He gave us advice about how to integrate our IRA retirement accounts into our estate planning - it was very useful, straightforward advice."
​

/

• 1
• 2
• 3
• 4
• 5

Joel was great in helping my husband and I with our estate planning. He was incredibly knowledgeable, and very patient as we worked out complicated details. I would recommend him for both simple and complex issues.

Title

/

• 1
• 2
• 3
• 4
• 5

/

• 1
• 2
• 3
• 4
• 5

I first met Joel six years ago. I was a clueless client who needed help and advice. I had many questions about estate planning and post death administration in general, and many more about my specific situation. I was impressed and touched by how intently Joel listened to my questions and how thoughtfully he answered them.

/

• 1
• 2
• 3
• 4
• 5

• 0
• 1

---

Focus
​We concentrate in this area of law, and I've studied many aspects of MA estate planning using wills, and particularly trusts, for 25 years.
     ​Through regular, early morning study, I've kept away from trying to master many (too many) areas of law. And by studying a single area (or two).
​      Another's website frequently shows many areas of law - one after another. Instead, I want to know one, well. 

​Easier to understand  
Plain English for you and your family (when you're gone). And for 24 years we've uniquely updated clients twice a year on law changes, reminding them about changes in their own lives as well.

Recognized in field
​Conceived and edited chapter in 119 year old treatise Loring and Rounds: A Trustee's Handbook. Regular lecturer to  professionals on income taxation of trusts and estates. Former American Bar Association columnist on technology. Three major law articles.

Efficient post death system 
We've taken the time and effort to systemize accomplishing the steps needed after death. The bereaved appreciate this approach and the Trustee's Handbook  takes note. So we can expedite post death administration of trusts and probate of wills - while giving the client a better understanding of the process.

Non-U.S. Citizens - Green card holders
This is one of the areas we frequently deal with. There are special concerns, both during life and after a death has occurred.

Experienced 
Over 25 years in the field. Over 2500+ trusts and wills. 

​

---

---

---

Would you like a quick overview?
​Click on the video to see our approach.

INTERVIEW WITH JOEL

From the TV interview on Lexington cable, August 2016. Discussing:

• the basics of wills and trusts
• how he works with clients
• the importance of keeping your estate planning up-to-date

---

How to make it more readable

• use headings
• create shorter sentences
• more white space
• highly readable font
• delete useless words

But remember that legal drafting involves precision and they cannot be read like a book or newspaper. It is a technical subject. I like to think of our work as 'Plain(er)' and not easy to digest without some focus by the reader. 

About Joel Bernstein

As a practicing attorney, I write wills, living trusts, and irrevocable trusts on a daily basis. (It's all I really do). Also, following a death, our office does what needs to be done - striving to efficiently take the proper steps. We make it less bewildering.

I'm also academically interested in knowing all about these areas of law - so I've been reading books and law review articles on the Massachusetts living trust for about 25 years. To get better at all this, I start (most) mornings about 6 a.m. and read in my house - with a strong cup of black coffee, or two. 

After my morning reading, I often walk to work; I both live and work in Lexington. 
​
After doing this for about 25 years, I've learned a bit. And after talking with thousands of people I've tried to learn how to  listen carefully to people when we discuss their estate planning. To keep it as direct as possible, I purposely avoid a computer or phones in the conference room;  this is too important to mix up with distractions. I want to give my focus and undivided attention to you when we meet. (No cell phones on the table, please!)

So you can get all the nuance you want in your estate planning with wills and trusts. 

Since I've written so many trusts and wills, I saw a need many years ago to be organized when a death occurs. 

Professor Charles E. Rounds, Jr. - a noted authority in the field and editor of the 119 year old national treatise Loring and Rounds: A Trustee's Handbook - has commended our office for our work in this book. We strive to make the post death administration less bewildering and frantic.

I assume (unless you tell me otherwise) that you'd like to better understand your estate planning legal documents. You won't understand it all. But I want to communicate it as well as I can, so I've studied, practiced law, and publicly spoken on the topic of using plain English in this field.

 Clients have come from most of the towns north, west and south of Boston. Here are some estate planning locales we've provided: Lexington, Newton, Belmont, Winchester, Bedford, Waban, Weston, Newton Centre, Concord, Lincoln, Waltham, Cambridge, Arlington, and Boston. Clients extend to Barre, MA. We've done MA estate planning, wills, and revocable living trusts for people in all these towns.

Our office works with (children of) clients throughout the U.S. to assist after a client's passing. This includes Utah and California.

Addiction, Substance Abuse, Other Disorders and Estate Planning: If desired, we can include more complete provisions about a 'dual track' approach that models the highly successful physician/pilots programs. Call us to discuss in greater detail. We base this on the leading work in the U.S.​

Non-U.S. Citizens/Green card holders: If you are married to a person who falls into this category, you may need additional estate tax planning to avoid estate taxation after the death of the first person. Call us to discuss in greater detail.

A bit of legal humor
(Permission of New Yorker)​

"Now read me the part again where I disinherit everybody."

---

Need help? Request a consultation.

TALK TO US