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A FREE 5-DAY EMAIL COURSE
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Feel the constant weight of not having your affairs in order? Maybe even embarrassed because it’s expected by others? Or, does estate planning seem overwhelming and complicated? There’s so many reasons for procrastinating one’s will and trust.

I get it. 

That’s why I created this free, 5-day email course.
So that you can still take some control of your affairs. On your own time, in your own home, at a comfortable pace.

Here’s what you’ll learn (for free) from this 5-day course:
  • Day 1: Introduction to planning your estate
  • Day 2: A living trust—or a simple will?
  • Day 3: How to protect your beneficiaries
  • Day 4: 3 steps to lower your estate tax in MA
  • Day 5: What next?

So even though you’re not ready to commit to the full process of planning your estate, you can still take steps forward. 

Why? 

To demystify estate planning (it’s quite simple, really). To know what it takes to take care of your family. To know if you need a trust, will or both. To help your family get more and the state get less. To feel content knowing your family will love, not fight, after you‘re gone. 

And a load of other useful tips to remove this gnawing burden—once and for all.
What we do for all our clients, we can do for you:
  • Learn how to plan your estate—all in plain English
  • Simple concepts, simple steps, a simple plan to distribute your wealth
  • Know what taxes come into play
  • Know how to avoid costly probate
  • Sleep better with no more feelings of procrastination

Whether you become a future client or not—you’ll understand more than ever before about estate planning. I’m a life-long learner and educator. 

This free course allows me to continue to teach. Because I want everyone to feel the joy & comfort of taking care of business.
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Enroll today for the free course. It’s easy:

1) Complete & submit the form below
2) Receive a course lesson each of the next 5 days
3) Complete each course lesson next to your favorite cup of java
4) Know what‘s needed for everything-wills-and-trusts

No obligation whatsoever. Not a cent spent. A little bit of your time. For a lot more understanding.

Enroll today. ​

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Created Joel Bernstein 781 863-8606
​33 Bedford Street, Suite 13, Lexington, MA 02420

MA Wills and Trusts: The only law we practice.
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.
"Let me outline in general the process we follow to avoid making inadvertent errors to your existing estate planning:
  1. Find Your Plan: First, we need to find and look at the estate plan documents we made for you before.
  2. Review Your Plan: Check the documents to see what parts you want to change.
  3. List Changes & Trust Review: Think about what's different in your life now or what you want to change in your plan. If a trust is involved, let's discuss the funding of your trust and whether it's adequate to meet your goals.
  4. Discuss Changes: In our meeting, we'll talk about what you want to change, including any adjustments to your trust and its funding.
  5. Make Drafts: We'll write up the changes to your plan.
  6. Check Drafts: You'll look at the drafts and tell us if anything else needs to change.
  7. Sign New Plan: After you're happy with the changes, you'll sign the new documents.
  8. Copy for File: We'll make a copy of the signed documents for our files.
  9. Refile Documents: We'll refile the updated documents with your other important documents.
By following these steps, we ensure careful consideration and precision in updating your estate plan, minimizing the risk of errors and ensuring alignment with your current needs and goals."

The material is provided for educational and informational purposes only and should not be construed as legal advice. This Alert may constitute attorney advertising and is not intended to communicate with anyone in a jurisdiction where such an Alert fails to comply with all laws and ethical rules of the jurisdiction.