How we work, initial charge
We've organized our firm to deliver wills and trusts in a plain English way - and timely, cost effective, and focused.
I consider myself (Joel Bernstein) to be a writer who typically works like this for estate planning:
In this process, we discuss many subjects, and that discussion is the heart of good estate planning.
Communication is central to this approach. I want to give you the time you and I need to craft the best estate plan for your particular circumstances. We’ll start with:
An initial 'plain English' session
Your initial meeting will be with me.
Conference room: No phones or computers
Initial meeting has two purposes:
I'll listen and explain my thinking, using the perspective developed over the last 27 years of this type of work.
We charge $150 for this session. We charge for three reasons:
In sum, I'll assess your personal and financial situation and outline your estate planning choices.
Our approach to ongoing communication
If we decide to work together, even after you sign the documents in about 4 weeks after we meet the first time, we'll continue to communicate with you.
For 26 years, we’ve updated our clients twice a year by a detailed memo. The letter mentions pertinent law changes or reminds of those events in life that can affect estate planning.
Clients appreciate this approach and we are proud of this effort. When was the last time your estate planning attorney communicated with you? For almost all clients, it is a new experience.
When a person passes and there's a will involved, it goes through the probate court process. If a trust is involved, we call it post death administration.
Actually, we call it all post death administration - it may involve real estate, retirement accounts, life insurance, pensions, and other property.
Call our office at 781/863-8606 to schedule your initial estate-planning session
MA Wills and Trusts:
The only law we practice, in plain English