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You are invited to attend a FREE seminar on MA Wills and Trusts in Plain English
Date: Sunday, Sept. 22, 2019 - 2 Sessions
11 am OR 2 pm
Location:  Lexington Historical Society's
Depot Square - 13 Depot Square, Lex
  • Free Parking behind bldg.
  • Free admission but reservations needed
  • Free light refreshments
Location: 13 Depot Square, Lexington
  • Plenty of free parking in the Municipal Parking lot behind the building
Google - 5.0 rating
​26 Reviews
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​Welcome to MA Wills and Trusts
Estate planning by Joel Bernstein
​​Joel Bernstein is a Lexington, MA estate planning attorney. Since 1992, MA residents have appreciated his innovative work, with its' sole focus in the area of MA wills and trusts. 
​
​His plain English documents, letters, and speaking style has an educational approach. 

His background integrates:
  • national reputation in automation (published national columnist for the ABA);
  • focus in this one area of law;
  • decades long study of  'plain English'; and
  • advanced tax law degree from Boston University.

​Clients tell us they appreciate this combination, and enjoy the much easier to understand approach.

Over the last 27 years, as he's honed both his knowledge in the area and communication skills, he's become an unique estate planning attorney in the greater Boston area. For those whom want to better understand their estate planning options, Joel is a recognized source of estate planning using wills and trusts.​
​

Come discuss any of
​these estate planning issues


​Call us at 781-863-8606. Ask to set up a "Meet 1."
We'll know what to do. It's all we do.
​
​"A revocable living trust allows your heirs to avoid probate entirely and keeps you in complete control of your finances while you're alive. You can always make changes to what's in the trust and to how you'd ultimately like it managed or disbursed."  Suze Orman


​Below:  Sample Plain English approach
 ​Click for More about Plain English
Abit of humor
"It's a new service from Amazon. It sends you something every day and if you don't like it you just send it back."
Picture
"Now read me the part again where I disinherit everybody."
"Now read me the part again where I disinherit everybody."
 Picture


​"You seem to know something about law. I like that in an attorney,"

My offer to you​


​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:
  • Standardized, reasonable fees, always working from a written fee agreement outlining work and deadline.
  • Completion of your estate planning within generally 3 weeks.
  • Done with respect, professionalism, and attention to detail. Focused, nuanced and rational.
  • Documents are matched with strong knowledge of the field.

Background of approach
​
"Most mornings, around 6 a.m. I brew a pot of coffee at home and read for a timed 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.
​
  • I find my concentration and understanding is best at this time of day, and 45 minutes optimum for me.
  • I read each morning because all my professional work is dedicated to this one area of law. So my reading is relevant often several times in a single week.
  • I've been doing this for about 20 years, and still thoroughly enjoy it. (But gardening is a close second.)

When finished reading, I bookmark and go to the office. I know my reading will 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."
     
Joel Bernstein
​Lexington, MA
Updated: July 7, 2019

Contact Us
Call us at (781) 863-8606 or email us at joel@jbernsteinlaw.com. We will contact you and set a date and time to meet to discuss your estate planning. 

    Contact us and we will contact you to talk

Would you like a quick overview?
​​Click on the video below and  see Joel on public TV.
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
Joel Bernstein, Attorney
781.863.8606 · Lexington, MA
LivingTrustMA.com
© Joel Bernstein, Attorney
Photo Credits
Joel Bernstein is an estate planning attorney in Lexington, MA. Wills and Trusts: The Only Law We Practice.