How to get started
Schedule your Estate Planning session
Call our office at 781-863-8606 to schedule your personal Estate Planning Session and ask to speak with Cindy or Barbara. (Ask to set a "Meet1". We do this all the time.)
Each is knowledgeable and helpful. They will work with you to find a convenient time.
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. When we meet, it will be quiet and thoughtful.
For this reason, we charge a fee ($150) for the session that you can apply towards your estate planning documents if you have us start them within 2 weeks of the meeting.
What to expect
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.
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 allow a phone or computer on the conference room table. So we can focus with all our attention on this important aspect of life.
And, in respect of our time together, we ask you to refrain from putting a cell phone on the conference table. This is because experts have determined this substantially 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.
Joel's been doing estate planning for over 25 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.
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. 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:
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.
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.