Our focus: Massachusetts Estate Planning with Wills and Trusts
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Learn Estate Planning & Find Trusted Attorneys
Get expert-developed courses on wills, trusts, and estate planning, plus professional attorney referrals. Created by Joel Bernstein, a Massachusetts attorney with 30+ years of specialized experience. Now retired from direct client interaction and continues in the MA Bar.

What you get:

• Free educational courses in plain English
• Save thousands on legal fees through better understanding
• Trusted attorney referrals when you need professional help
• Peace of mind knowing your affairs are in order

Client reviews:
"It could not have been more simple... Joel made the experience a pleasant one by laying out any complexities and explaining them in a clear and simple way. I highly recommend calling Joel Bernstein if you need to create a Will or Trust."  Read reviews.

VIEW ALL COURSES

Or need legal help? We can quietly connect you with an attorney from our trusted network.

CONNECT WITH TRUSTED MA ATTORNEYS

Learn. And improve your family's financial and personal well-being for years.

Navigate your situation confidently while avoiding potentially harmful mistakes.

Three courses that run back to back 

Living Trust Fundamentals
Learn how to create and manage living trusts to avoid probate and protect your family's assets. You'll discover when to use revocable vs. irrevocable trusts, how to transfer property into trusts, and your duties as a trustee. For example, you'll learn how a revocable trust can help a family avoid the 6-12 month probate process when transferring a family home, and how to properly retitle bank accounts and investments.


Estate Tax Strategies
Master tax-saving techniques for larger estates. Understand Massachusetts' $2 million estate tax threshold (much lower than the federal $13.99 million limit) and strategies to minimize taxes. Examples include using annual $19,000 gift tax exclusions to reduce estate size, setting up charitable trusts to benefit both family and favorite causes, and timing strategies for married couples to maximize tax savings.
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Family Protection Planning
Create safety nets for children and vulnerable family members under Massachusetts law. Learn to establish guardianships, special needs trusts that preserve government benefits, and protective trusts for beneficiaries with addiction issues.

​For instance, you'll discover how a special needs trust lets a disabled child inherit money while keeping MassHealth benefits, or how to structure trusts that release funds to children gradually over time rather than all at once when they reach adulthood.

​​Your 15-Day Learning Journey

When you enroll today, you'll receive three carefully designed 5-day email courses delivered straight to your inbox. But here's what makes this different from other online programs – these aren't meant to be skimmed while you're multitasking or rushing between meetings.

I give you a day off from time to time.

Each daily lesson takes about 7-10 minutes to read, and we encourage you to treat this time like you would any serious course you've invested in. Remember that statistics class where you had to really concentrate? Or that professional development workshop where every concept built on the last? That's the approach these lessons deserve.

Find yourself a quiet corner, put your phone aside, and create a little ritual around your daily lesson. The content is designed to give you everything you need to succeed, but the real breakthrough happens when you allow yourself to truly absorb what you're learning. Many of our students find themselves going back to re-read sections – and that's exactly what we hope for.

This isn't about rushing through content to check a box. It's about giving yourself 7-10 minutes of focused, intentional learning that can genuinely change how you approach your goals.

TO ENROLL