From the US Surgeon General

Dr. Murthy couched criticism of tech companies in a broader declaration about the dangers of inaccurate and false information about health, including misinformation about coronavirus vaccination. His report called on all Americans to take pains to share accurate information, and said the United States needs “an all-of-society approach” to combat the problem. NYT-7-15-2021

I urge all people to get the vaccine if they can.

Estate planning made easy, fast, affordable —and in plain English

I focus solely on Wills and Trusts.

Sleep better at night. Get your affairs in order in less than a month for you and your loved ones.

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Easy to work with - Easy to understand - Easy to drive to

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You can watch Joel Bernstein and Barbara Kelly describe their work and approach.
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Why Estate Planning?

Stop feeling the pain of procrastination for years on end. Don’t let the state get more than their share. Avoid costly and stressful probate court. Save others from making the wrong medical wishes for you. Prevent an outdated will from ruining your plans.

And please, don’t leave your family fighting for control.

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Confused about Wills, Trusts, Power of Attorney or Health Care Proxies?
Call me at (781) 863-8606.

If you don’t make an assertive decision, the universe will make it for you.

And it won’t be the one you want.

Services for distributing your estate

Understand how estate planning will help you. Determine the needs of your beneficiaries. Protect them, too, by understanding the impact of taxes.

PLAN AHEAD

Don’t let random acts take over after a death or incapacitation. Develop a plan to know who gets what, when they get it, who’s in charge. Including your retirement accounts. We’ll create the right will or trust and documents for your family needs.

STAY CURRENT

Planning your estate is more than a one-and-done event. Changes happen, situations develop, tax laws change. We’ll review & refine all existing documents to make any needed adjustments. Including lowering your estate taxes.

REACT WISELY

Know what to do next if a family member or spouse died. Know what legal steps are required—whether by law, will or trust. Feeling overwhelmed? Don’t worry. I’ve got you.

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Is it a hassle to drive into Boston? Don’t. Drive here instead. Park free, too.
MA Estate Planning Attorney near me.
Call me at (781) 863-8606.

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Check estate planning off your task list

How would it feel to think and say, “My affairs are in order, my family is taken care of?” Nice, right? Get started today—it’s easy.

QUICK CALL

Chat for 10 minutes to learn more ∙ Listen to what you need ∙ Identify challenges & opportunities ∙ Determine if we’re a match

SCHEDULE A CONSULTATION

Learn the why, what, and how for your estate planning ∙ Well worth $150 ∙ Applied towards your final fee

WORK TOGETHER

Identify beneficiaries & documents ∙ Determine if a will or trust makes most sense ∙ Establish Power of Attorney & Health Care Proxy ∙ Follow up twice year to keep everything in order

LIVE YOUR LIFE

Find something else to procrastinate about ∙ No longer worry about the family ∙ Now was that so hard? ∙ You did it

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Confused with a pile of legal documents from the past 20 years?
Call me at (781) 863-8606.

I’m Joel. Focused.

I created this practice to help people live with… More confidence—less fear. More control—less chaos. More responsibility—less chance. And, more serenity—less worry. That’s what happens when you face, not avoid, planning your estate’s future. And, when you understand everything clearly. I use plain English to explain what’s going on. To clarify your options. To answer your questions. The same applies to the documents you’ll read, review and sign. All along the way--you’ll ‘get it.’ I live and breathe Wills & Trusts. My depth means immediate answers to your questions. There’s no extra charges, whether you ask early, often, or late. It’s part of the up-front, flat-fee package. Ring me anytime. You’ll see. And understand.

"Over the past 20+ years, I've read on this topic about 6 a.m. most mornings. With a cup or two of black coffee in hand. Thick law books, law review articles, and books about plain English. Clocked 45 minutes. So I can know abit about one topic. And then explain it to others. Then off to work. Seeking to communicate well."

Read my background

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Got questions? Pick up the phone and
Call me at (781) 863-8606.

Get. Great. Guidance.

Wills & Trusts aren’t part of what I do. It’s all I do.

✓ Practicing law for Wills & Trusts since 1992

✓ Written 2800+ Wills and Trusts

✓ Built this business on referrals

✓ Over 117 with 5.0-Star Average Ratings on Google Reviews

Wills & Trusts—in plain English

Face, don't avoid, death, disability, and taxes. It’s easier than you think.

FREE GUIDE: 6 Reasons People Avoid Planning their Estate

Don’t gamble with your family’s future

“I deserve to know my survivors will be taken care of. To know that my decisions will be enacted if I become incapacitated. To not be overwhelmed with options. I want someone who’s done this a thousand times. And make this hassle-free. I’m done procrastinating.”

I believe you. Let’s make that happen.

Contact us. We'll get back to you right away to schedule a call. Promise.

You'll talk with Barbara Kelly, a senior paralegal with economics degree. See whether what you need is what we offer. Ask for Barbara Kelly, telephone 781-863-8606. No charge. Highly knowledgeable and able.

Barbara will clarify it all for you. She may confirm your later talking with Attorney Joel Bernstein about your own particular circumstances. In depth. Direct via Zoom. Since 1992, he's done this thousands of times.

To have Barbara contact you, please complete.MA Wills & Trusts does not share or sell personal info.