Call us at 781 863-8606 to start the conversation
or go to Contact

Covid-19 UPDATE​
We are open for business, but we've gone (semi) virtual!
You can get the process started now. Email us at Contact  and request the 'II'  (Internet Intake form). We will follow up.

We're now open for client meetings. 

• Most people prefer an Internet meeting until the virus threat decreases. 
• Document execution meetings are being rescheduled after June 1.

Stay healthy!

​Welcome to MA Wills and Trusts
Estate planning & post-death administration law

Request FREE Guide: MA Wills and Trusts in Plain English

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People like our approach. Read reviews.

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The reason we exist...

​While not naturally as beautiful as a vase of flowers, art, or music, with a single focus and Plain English concern, you can make a will or trust (almost) beautiful, too.

By studying and following modern rules of better construction, sometimes 1/2 of the words can be eliminated - a more concise approach.

​​So, when needed, the documents are easier to read and to follow. 

We provide the legal knowledge, patience, and mature approach that you need to get it done.​​
​

For about 20 years, Attorney Joel Bernstein has read daily in this one area of law​, at 6 am armed with a strong cup of coffee. 

It's led to a more concise understanding of the topic. With a more nuanced approach than the general practice, Joel can explain the subject matter in a highly understandable way. At least, that's what people say.

​We explain choices and prepare Plain English estate planning legal documents for you

​How It Works:
+  Meet and discuss with attorney with sole focus in this area for 28 years
+  Easy to book appointments,  Plain English document approach
+  Reasonable cost, completed within 4 weeks from start

GET STARTED

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

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What estate planning services do we offer?

We provide the fundamental types of estate planning that most clients could use. Say, the 99%. For the most wealthy clients in the 1%, we can refer you to big city specialists. For most people, 'estate planning Massachusetts Lexington' is synonymous with our office.

We provide these services:
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• Living Revocable Trusts 
• Wills
• Health-care proxy
• Durable power of attorney​
• Real estate documents related to above
• Irrevocable Trusts
• Expediting post-death administration of trusts and avoiding probate
• Probating a will or administering a trust
• Complimentary educational seminar​

Where do our clients reside?

Our clients live in the greater Boston area. But some have traveled some distances to work with us. 

Our process is streamlined and doesn't take more than two total visits to achieve.​

The experience 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 the precise spelling of names and details. And then you come and sign the 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 plain English and thoughtful experience.  

Law Firm Provides Important Legal Documents in Plain English

​In legal documents, we will clearly state how you want your assets to be passed on to others, while better protecting your beneficiaries from life's events.

​Wills and trusts can improve your overall well-being and we are part of that.
​

• ​We hope to answer the question that many people have: what is estate planning and how to get it done.

• And for those with existing estate documents, to discuss these with you. ​​

• Finally, if death has occurred, what to do.​​

What we can do for you​
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• Helping you decide if a Will or Trust is right for you
• Dealing with Massachusetts estate tax for estates over $1 million
• Protecting beneficiaries with challenges such as alcohol or other addictions; overspending; a bad marriage
• Naming a child’s guardian
• Handling special concerns for non-U.S. citizens/green cardholders​​​

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