How we work,
We've organized our firm to deliver wills and trusts in a plain English way - and timely, cost effective, and focused.
I (Joel Bernstein, attorney in firm) considers myself to be a writer whose days are mostly like this:
During this roughly 1 h9ur+ process we touch on several topics. It's this discussion that's central to what we do.
At the heart of this process is communication. Uninterrupted focus between you and me. Focus is more important that simply time spent together.
It starts with ---
An initial 'plain English' session
Your initial meeting will be with me. It will be quiet and confidential, and not with a junior attorney.
Conference room: No phones or computers
The initial meeting has two main purposes
After introducing myself, I'll listen to you. And then ask some questions. Then I will explain my thinking about your estate planning situation, using the perspective I have developed over 28+ years in the field.
We charge $150 for this session. We charge for three reasons. (We credit this amount against the total charge if you decide to work with us within a week of the session).
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, you'll sign documents about 3-4 weeks after the meeting. But we continue to communicate with clients after that.
For many years, we’ve updated our clients twice a year by a reminder letter. That letter/memo mentions significant law changes and also reminds people of life events that can affect their own estate planning.
Clients appreciate this approach and we are proud of it. There is no charge for it.
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. Because it may involve many type of assets, including real estate, retirement accounts, life insurance, pensions, and other property.
We do this type of work also. And have handled over 190 post death matters.