Easy to work with - Easy to understand - Easy to drive to
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Why Estate Planning?
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Stop feeling the pain of procrastination for years on end. Don’t let the state get more than their 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 Prevent an outdated will from ruining your plans.
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And please, don’t leave your family fighting for control.
If you don’t make an assertive decision, the universe will make it for you.And it won’t be the one you want. |
Services for distributing your estate
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Understand how estate planning will help you. Determine the needs of your beneficiaries. Protect them, too, by understanding the impact of taxes.
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PLAN AHEAD
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Don’t let random acts take over after a death or incapacitation.
Develop a plan to know who gets what, when they get it, who’s in charge. Including your retirement accounts. We’ll create the right will or trust and documents for your family needs. |
STAY CURRENT
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Planning your estate is more than a one-and-done event. Changes happen, situations develop, tax laws change. We’ll review & refine all existing documents to make any needed adjustments. Including lowering your estate taxes.
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REACT WISELY
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Know what to do next if a family member or spouse died. Know what legal steps are required—whether by law, will or trust. Feeling overwhelmed? Don’t worry. I’ve got you.
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“Given all that’s been going on with Covid-19, my wife and I were
anxious to revise our existing will. Joel took the time to explain our
estate planning options by meeting with us virtually. He and his team
made the process painless, simple, and efficient. We are very satisfied
with the end result and highly recommend them for your estate
planning needs.”
anxious to revise our existing will. Joel took the time to explain our
estate planning options by meeting with us virtually. He and his team
made the process painless, simple, and efficient. We are very satisfied
with the end result and highly recommend them for your estate
planning needs.”
R . Hubbard
Check estate planning off your task list
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How would it feel to think and say, “My affairs are in order, my family is taken care of?” Nice, right?
Get started now |
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Joel Bernstein, the attorney who makes estate planning easy, prompt, and affordable.
Founder of MA Wills & Trusts
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I live and breathe Wills & Trusts.
My depth means immediate answers to your questions. There’s no extra charges, whether you ask early, often, or late. It’s part of the up-front, flat-fee package. Ring me anytime. You’ll see. And understand. How does it work?
I’ll write your estate planning documents and clearly explain how they'll work for you. In plain English, no jargon, no brain translation. Every person who depends on you will understand what you've done for yourself and them. Got questions? Pick up the phone and call me at (781) 863-8606.
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Ready 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 & sign. All along the way--you’ll 'get it.'
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 & sign. All along the way--you’ll 'get it.'
Get. Great. Guidance.
Wills & Trusts aren’t part of what I do. It’s all I do.
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✓ 30 Years of Practice in this area
✓ Created over #4,000 Wills and Trusts ✓ Built this business on referrals and educating others ✓ Over 258 reviews, 4.9 ***** Google and More Reviews |
Don’t gamble with your family’s future
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“I deserve to know my survivors will be taken care of. To know that my decisions will be enacted if I become incapacitated. To not be overwhelmed with options. I want someone who’s done this a thousand times. And make this hassle-free. I’m done procrastinating.”
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I believe you. Let’s make that happen.
Contact me. I'll get back to you right away to schedule a call. Promise.
Like what you got from the email course?
Ready to learn more? Let’s talk—it’s free.
1) Complete this form—in seconds
2) I’ll get back to you quickly to schedule a free consultation
3) We’ll talk and you’ll learn plenty, all in about 20 minutes
4) Know what you need to decide if you want to plan your estate
Here’s to blasting past procrastination.
Joel Bernstein | Massachusetts Wills & Trusts | (781) 863-8606
Ready to learn more? Let’s talk—it’s free.
1) Complete this form—in seconds
2) I’ll get back to you quickly to schedule a free consultation
3) We’ll talk and you’ll learn plenty, all in about 20 minutes
4) Know what you need to decide if you want to plan your estate
Here’s to blasting past procrastination.
Joel Bernstein | Massachusetts Wills & Trusts | (781) 863-8606