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We provide an authentic, detailed estate planning experience, designed to end clients' procrastination and deliver peace of mind. And, unlike many firms, our 26 year history of communicating with clients after documents are first signed indicates part of our difference. Our approach has other substantial differences from the general practice where estate planning is just one, perhaps minor, area the firm offers. We have a sole focus in this area of law, with deep concern for both ease of delivery and 'plain English.' Making documents easier to read, and thus understand, is important to us. Since 1993, we've given public and private talks on the subject of estate planning to thousands of attendees. To both professional and non-professional audiences. We're well known for how we have dedicated ourselves to this single area of law. |
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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. |
FEATURED VIDEO |
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AVVO Reviews 4.8 ⭐⭐⭐⭐⭐ 63 Reviews |
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Sample plain English approach
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Why a plain English DOCUMENT approach?
Usually not 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. 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 |
"You seem to know something about law. I like that in an attorney."
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 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 26 years. We've done this to alert clients about law changes and remind them of possible life events that may affect their estate planning efforts.
Investment in our approach benefits client Since he started his focus in this area of law, he's sharpened both his knowledge and communication skills. And he's been recognized as almost a unique Boston area estate planning attorney. As people leaving the first meeting routinely comment, they've never had the experience that the office gives daily to those with little initial knowledge. It's at the center of what the office provides - it is way more than just legal documents. Whom likes the approach People who like this approach and become highly satisfied long-term clients want:
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. |
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." Joel Bernstein Lexington, MA Updated: October 17, 2019 |
Contact Us
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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.
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