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Estate planning made easy, fast, affordable —and in plain English

I focus solely on Wills and Trusts.

Sleep better at night. Get your affairs in order in less than a month for you and your loved ones.
Let's Talk
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Easy to work with  -  Easy to understand  -  Easy to drive to

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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 Prevent an outdated will from ruining your plans.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.

Let's Talk
Confused about Wills, Trusts, Power of Attorney or Health Care Proxies?
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.

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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. 
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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.
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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.
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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.
Let's Talk
Is it a hassle to drive into Boston? Don’t. Drive here instead. Park free, too.
Call me at (781) 863-8606.
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 See more 5 star Google ratings 

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.
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QUICK CALL

QUICK CALL

​Meet for 15 minutes to learn more ∙ Identify challenges & opportunities ∙ Determine if we’re a match
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SCHEDULE A CONSULTATION

SCHEDULE A CONSULTATION

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

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
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LIVE YOUR LIFE

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.
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I’m Joel. Simple & Focused.

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.

Over the past 20 years, I've read on this topic about 6 a.m. each morning. With a cup or two of black coffee in hand. Thick law books, law review articles, and books about plain English. So I can know one topic and explain it to others. 45 minutes (timed) each day, then off to work. Each year getting better. More clear and more to the point.

Read my in-depth background
Let's Talk
Got questions? Pick up the phone and
Call me at (781) 863-8606.

Get. Great. Guidance.

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

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​✓ Practicing law for Wills & Trusts since 1992

✓  Written 2800+ Wills and Trusts

✓  Built this business on referrals

✓  Over 80, 5-Star Average Ratings on Google Reviews
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Wills & Trusts—in plain English

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

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.”
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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.

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Massachusetts Wills & Trusts
Wills ∙ Trusts ∙ Power of Attorney ∙ Health Care Proxies ∙ Post-Death Administration

33 Bedford Street, Suite 13, Lexington, MA 02420
(781) 863-8606  |  joel@jbernsteinlaw.com
More Resources for You:
Estate Planning Guide • 
​Living Trusts: Right for You? • ​Wills Explained

Detailed Background of Joel Bernstein
Clients Live Here

​Course

Most middle-aged people aren’t ready for their inevitable death. We make estate planning simple, affordable, and quick. So people can live in peace, knowing their affairs are in order.
Copyright © 2021 by Joel Bernstein. All rights reserved.
  • ABOUT
  • SERVICES
  • FAQ
  • REVIEWS
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