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Joel Bernstein and Barbara Kelly
Barbara Kelly and Joel Bernstein

We're moving on!

Yup, Barb and I are retiring.

But we can still help you. By referring you to an estate attorney — that we trust.
​

​We've been making estate planning easy, fast, affordable ​— all in plain English.

​
  • ​​​​Decades helping Boston area clients get their affairs in order​
  • ​By understanding how a will or trust can help them
  • ​So they made the right choices for their needs

​It was a great career. We'd do it all again. And we’re are looking forward to what’s next. Which includes biking, kayaking & hiking.

But what about you?

Maybe you’re a past client that needs more. A potential new client that needs what we formerly did.  Who needs help amending their will or trust. New health care proxy or durable power of attorney. Or settling a will or trust after someone has died.

I also know you don't want to...
 
  • Reach out blindly to any ‘ole estate attorney — that may or may not work out
  • Be left without legal assistance just because you outlived our services
  • Call estate attorneys that don’t return your calls

Either way — we’ve got you.

  • Complete this form (in minutes) so I know what you’re looking for
  • I’ll notify the right attorney to take care of you
  • You two meet to see if you’re a match

Nothing to sign. Nothing to buy. Nothing to do aside from completing the form & meeting with your referred attorney. 

Because everyone deserves to…

  • Have a plan to distribute their wealth when they die
  • Avoid costly probate & court proceedings
  • Know how to lower their MA estate taxes
  • With a professional to guide the process

And… without leaving your family fighting for control.  We will only connect you with an attorney we trust! 

Before you go, know…
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Most middle-aged people aren’t ready for their inevitable death. I’ve made estate planning simple, affordable & quick for 1000s of great clients. So they can live in peace, knowing their affairs are in order.

As mentioned: I will only refer you to another reputable attorney. One that lives by those same values.
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Full disclosure:  I'm a retired attorney (still Bar-certified) who helps folks like you get this essential task done. If you hire the attorney I recommend, they pay me a standard referral fee that won't increase your costs one bit.

Copyright © 2025 by Joel Bernstein. All rights reserved. Disclaimer
The material is provided for educational and informational purposes only and should not be construed as legal advice. This Alert may constitute attorney advertising and is not intended to communicate with anyone in a jurisdiction where such an Alert fails to comply with all laws and ethical rules of the jurisdiction.