MA Wills & Trusts
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  • ABOUT
  • SERVICES
  • FAQ
  • Testimonials
  • BLOG
  • Resources
    • Irrevocable Trust right for me?
    • Post-Death Administration
      • After death steps
        • WHAT IS PROBATE AND HOW TO AVOID IT
        • After a Death Steps
        • Breaking a Will in Massachusetts
    • How to change your will or trust
    • Estate Planning Services
    • Our Plain English Approach
    • Durable Power of Attorney
    • Beneficiary with a problem
    • Update existing will or trust
    • Estate Planning Guide
    • Living Trusts
    • Wills Explained
    • About Attorney Joel Bernstein
      • 3 steps
  • COURSE
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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

About

Contact

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​A Boston-based estate planning professional, I have produced revocable living trusts (less so wills) in a variety of situations. I've been fascinated by the interplay between singular law focus, automation, and public speaking/writing. Daily reading, strong database skills, and eye on getting the word out. I can be creative when asked and plan away from taxes and seek simpler solutions. Lectured on trust and estate taxation so I could explain it to others. 
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My claim to fame is mention of my automation of trusts in the 124 year old treatise, Rounds and Rounds: The Trustee Handbo
ok. I enjoy a good book.

Still procrastinating? We understand. Read our report:

6 Reasons People Avoid Planning Their Estate
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Free report on the $1 Million MA Exemption from Estate Tax
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3 Steps of MA Estate Tax Planning
Learn how some MA residents lower their survivors tax bill 

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Level 1

If married, live in MA, and have over $1 million in assets, get Revocable Living Trusts with Estate Tax Provisions.
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Level 2

If Single or assets over $2 million, transfer life insurance out of taxable estate. BTW, this follows getting Level 1.
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Level 3

Gifting is the third level. Comes in many different forms. From here's a check to here's a trust fund. Follows levels 1 and 2.
FREE GUIDE: 3 Steps To Lower MA Estate Tax
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Can't understand your own estate documents?

See a Sample of the Plain English Approach, complete with white space, attention to appearance, and editing. Would you like that approach?
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Sample of our Plain English Documents
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(LONG VERSION) Free Data Gathering Form (Complete 20+ Pages) Single Person
(SHORT VERSION) One Page
​Existing client who wants to make a change to our documents? 
​Complete this form to start the process. 
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Start the UPDATE process

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Have older/outdated estate documents?

Read my 7 Questions to Ask to Strengthen Your Estate Plan to answer all the questions you have!

Thinking of a Living Trust? We do them all the time. Learn here

Irrevocable trusts: what are they good for? Read here 

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Beneficiary has a problem? Learn about

Massachusetts Wills & Trusts

33 Bedford Street, Suite 13, Lexington, MA 02420
(781) 863-8606  |  joel@jbernsteinlaw.com

Wills ∙ Trusts ∙ Power of Attorney ∙ Health Care Proxies
Locations We Serve



Most middle-aged people aren’t ready for their inevitable death. We make estate planning simple, affordable, and quick. So people can live in peace, knowing their affairs are in order.

EXISTING CLIENTS: Amendments/Discussions
  • ABOUT
  • SERVICES
  • FAQ
  • Testimonials
  • BLOG
  • Resources
    • Irrevocable Trust right for me?
    • Post-Death Administration
      • After death steps
        • WHAT IS PROBATE AND HOW TO AVOID IT
        • After a Death Steps
        • Breaking a Will in Massachusetts
    • How to change your will or trust
    • Estate Planning Services
    • Our Plain English Approach
    • Durable Power of Attorney
    • Beneficiary with a problem
    • Update existing will or trust
    • Estate Planning Guide
    • Living Trusts
    • Wills Explained
    • About Attorney Joel Bernstein
      • 3 steps
  • COURSE