How to Get Started
Estate planning is one area of life that many people would like to avoid. People are widely known to procrastinate about this topic.
So, to make it easier and more likely to happen, we've thought out the process over the past 27 years of doing it. We make it easy to get started and then to have it completed in a easy-to-follow manner.
Call our office at 781-863-8606 to schedule your personal Estate Planning Session.
When you call:
We don't ask you do any homework before we meet. We know that for many people these days, their days are hectic and busy.
In our conference room:
We charge for the meeting:
Like all professionals, we're limited by the amount of time we're willing and able to spend in the office consulting with people.
We edit, edit, and edit our work - including correspondence and documents. For this reason, we need the extra quiet time to benefit our clients. We've reduced the number of clients whom we meet with to those whom value our time and their own.
For this reason, we charge a fee ($150) for the session. You can apply this amount to your estate planning documents if you have us start them within 2 weeks of the meeting, with a new will or trust.
When we meet:
We've set aside each Wednesday - from 8 a.m. to 7 p.m. - for these first meetings.
About a h9ur, maybe abit longer: When we meet, expect to discuss for about an hour or so. If it runs over, there is no added charge.
We aim to:
We'll talk about what would occur if you passed away and show you what I believe is a better estate plan. You will begin to get what clients call 'peace of mind', knowing your family will be better taken care of.
You will meet with attorney Joel Bernstein, an experienced attorney. He has dealt with estate issues for years.
We'll not assign you to a more junior attorney - instead, you will get a truly objective, knowledgeable discussion of your estate planning situation by a senior attorney.
We'll ask for your full attention and will give you ours.
Joel's been doing estate planning for over 27 years. He has a direct style but goes into detail. We'll cover lots of territory.
He'll will listen and give you his thoughts about your estate situation and your estate plan options.
My approach (by Joel)
"I generally begin by reviewing your current estate plan. If you have no current documents, we'll briefly review what the law provides in that case.
After about 15 minutes, you'll start understanding your estate situation more concisely and clearly. At about 1/2 hour you will start seeing if a better estate plan is what you want.
People consistently tell me it is a highly valuable session. They tell me that I can communicate this area well. I thank them because it is my selected professional subject."
If you're married we insist you each attend, unless one is very ill.
What we'll discuss
This meeting is a private, one-on-one, confidential session. We generally discuss:
Whether you already have an estate plan that is current and want to know more or have never done a will or trust and want to start, this session will be worthwhile.