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Free Resources

This library of free resources guides you through important topics about estate planning, trusts vs. wills, taxes, and post-death administration.

Estate Planning Concepts

FREE 5-DAY EMAIL COURSE
What is Estate Planning?
3 Steps to Lowering Estate Taxes
Reasons Why Living Trusts Make Sense for Most
Wills Explained
Is an Irrevocable Trust Right for You?
Basics of a MA Durable Power of Attorney

Estate Planning Over Time

7 Questions to Test the Strength of Your Estate Plan
When to Review an Estate Plan
How to Change your Estate Plan Documents

After-Death Concerns

Basic Checklist After a Death
Legal Steps After a Death
What is Probate?

Special Circumstances

Estate planning if you don't have children
Estate planning during divorce
Naming a guardian for your child
Estate planning after a medical diagnosis
Estate planning for a blended family
Beneficiary with a problem

Ready to improve or create your family's estate plan?

Let's Talk

Need Estate Planning? We've Got Your Back!

Fill out our quick form to meet great estate planning attorneys in your area - completely free!

From Procrastination to Protection in Minutes

Putting off estate planning? (I did too until my spouse gave me "the look"!) Let me connect you with a trusted attorney at zero cost. 
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We absolutely do not sell your information to anyone.

Full disclosure:  I'm a retired attorney (still in the MA Bar) 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.

CONFIDENTIAL FREE ESTATE PLANNING REFERRAL

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.

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