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Estate Planning in Waltham

Estate planning made easy, fast, affordable —and in plain English
Estate Planning in Waltham falls under the jurisdiction of Middlesex Probate and Family Court. This court serves all cities and towns in Middlesex County on Wills, Trusts, and Probate matters—including Waltham, MA. 

How would you feel if you could…

  • Stop enduring the pain of procrastination for years on end?
  • Feel confident the state won’t get more than their fair 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  • Prevent an outdated will from ruining your plans?
  • Not leave your family fighting for control?

Sleep better at night knowing your affairs are in order for your loved ones.

Easy to work with | Easy to understand | Easy to drive to
Confused about Wills, Trusts, Power of Attorney or Health Care Proxies?
​Call me at (781) 863-8606.

Want to 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.’ 

Call me at (781) 863-8606

Before you go

We’re local

Located in Lexington. Easy to get to. Park for free. Plus, you need only come by one time—to sign final documents. The rest we do ahead of time over the Internet.

We’re focused

We only do wills & trusts. We understand all the nuances of MA, including estate taxes. For instance, Zillow reports $433,883 as the average MA home value. Waltham values are even higher. While this is good for home worth & wealth, know this can also increase your MA estate taxes. We’ll save you $$$ by paying lower taxes—as one aspect of your estate plan.

Learn more about Estate Planning in Waltham

Got more questions about Estate Planning in Waltham, MA?
​Call me at (781) 863-8606.
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.