How To Get Started with Your Improved Estate Planning
Your First Step:
Schedule Your Plain English Session
Call our office at 781-863-8606 to schedule your personal Estate Planning Session and ask to speak with Barbara, our Client Services Director. Or, for a quicker scheduling, ask for Cindy.
Each is knowledgeable and user-friendly. They will schedule the most convenient appointment time available for you. We have evening appointments available to make planning as convenient for you as possible.
We don't force you to do any homework before you arrive; we understand for many busy people, we want to make this an easy for you as possible.
What to expect
On the day of your meeting, please expect to spend one hour or so. Your initial meeting has two purposes:
We'll discuss what you want to happen in all areas in the event of your death and begin to design the plan to give you peace of mind, knowing your family will be taken care of in the ways you want.
Call our office at 781-863-8606 to schedule your personal Estate Planning in plain English Session, today.
About our office
We will have a focused, quiet, and confidential discussion of your estate planning. We intentionally do not place a phone or computer in the conference room, so we can focus with complete attention to your needs.
And, in respect of our time together, we ask you to refrain from putting a cell phone on the conference table; experts have determined this distracts from the conversation.
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.
He's been doing estate planning for about 25 years, have a direct though respectful style, and we'll cover lots of territory. He'll will listen and give you his thoughts about your financial situation and your estate plan options. We don't want anything to disrupt that conversation.
When we meet with new clients
We've set aside each Wednesday - from 8 a.m. to 7 p.m. - for these first meetings. But we can make exceptions. Ask a staff member when you call us at 781 863-8606.
My approach (by Joel)
"I generally begin by reviewing your current estate plan (even if you don't have one). We'll talk about what your current estate plan (or the law) provides if you pass away. It's a good starting point.
After about 20 minutes, you start understanding your situation in a deeper way. At that point you can begin to decide if it still works well for you or whether you can improve it in a way that makes more sense to you.
People consistently tell me it is a highly valuable session."
If you're married we insist you each attend.
What we'll discuss
This meeting is a private, one-on-one, confidential session. We generally discuss:
Our time together
We'll meet for about an hour, or maybe a little more. It's in-depth; it's not a 'meet and greet'.
This meeting is all about you, your family, and what you want to accomplish. For this reason, we charge a nominal fee ($150) for the appointment that you can apply towards your estate planning documents if you have us start them within 2 weeks of the meeting.
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.