HOMECOPY

Estate planning for MA residents

Everything made easy, fast, affordable—and in plain English

Sleep better at night. Get your affairs in order in less than a month for you and your loved ones.

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Learn the basics of Estate Planning in just 5 days.

A free, 5-day email course to demystify estate planning. It’s not that complicated.

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Why Estate Planning?

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 Prevent an outdated will from ruining your plans.

And please, don’t leave your family fighting for control.

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Services for distributing your estate

Understand how estate planning will help you. Determine the needs of your beneficiaries. Protect them, too, by understanding the impact of taxes.

PLAN AHEAD

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

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.

REACT WISELY

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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Is it a hassle to drive into Boston? Don’t. Drive here instead. Park free, too.
Call me at (781) 863-8606.

If you don’t make an assertive decision, the universe will make it for you.

And it won’t be the one you want.

What people say in 306+ 4.9 Star Google and Other Reviews

I had anticipated that drawing up a will and trust for my wife and me would be a daunting experience and I was a bit reluctant to begin the process, even full well knowing and respecting our mortality! Joel Bernstein made the process fully clear to us and met all of the objectives we had in mind.

He asked "all the right questions," answered any questions with clarity that we had, and gave us effective guidance throughout the process. The result was a will and trust that fully meet our needs and wishes. Furthermore, I appreciate that he set mutually appropriate dates for us to complete aspects of the will and trust.

He kept the process rolling, which was to our benefit! I enthusiastically recommend Joel Bernstein to you to create the will and trust you are seeking."

D. Horton - Client

Check estate planning off your task list

How would it feel to think and say, “My affairs are in order, my family is taken care of?” Nice, right?

Get started today—it’s easy.

QUICK CALL

Chat for 10 minutes to learn more ∙ Listen to what you need ∙ Identify challenges & opportunities ∙ Determine if we’re a match

SCHEDULE A CONSULTATION

Learn the why, what, and how for your estate planning ∙ Well worth $150 ∙ Applied towards your final fee

WORK TOGETHER

Identify beneficiaries & documents ∙ Determine if a will or trust makes most sense ∙ Establish Power of Attorney & Health Care Proxy ∙ Follow up twice year to keep everything in order

LIVE YOUR LIFE

Find something else to procrastinate about ∙ No longer worry about the family ∙ Now was that so hard? ∙ You did it

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Confused with a pile of legal documents from the past 20 years?
Call me at (781) 863-8606.

I’m Joel Bernstein

BACKGROUND IN DETAIL

An attorney who gives estate planning that is easy, prompt, and affordable.

I created this practice to help people 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.’ 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?

I’ll write your estate planning documents and clearly explain how they'll work for you. In plain English, no jargon, no brain translation. Even person who depends on you will understand what you've done for yourself and them.

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Got questions? Pick up the phone and
Call me at (781) 863-8606.

Quick intro to my approach

Get. Great. Guidance.

Wills & Trusts aren’t part of what I do. It’s all I do.

✓ 30 Years of Practice in this area

✓ Created over #4,000 Wills and Trusts

✓ Built this business on referrals and educating others

✓ Over #300, 4.9 ***** Google and More Reviews

Wills & Trusts—in plain English

Face, don't avoid, death, disability, and taxes. It’s easier than you think.

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Don’t gamble with your family’s future

“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.”

I believe you. Let’s make that happen.

Contact me. I'll get back to you right away to schedule a call. Promise.

Let's Talk

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

EXISTING CLIENTS: Consult/Amend Process