What we'll discuss
When we meet, it will be focused, quiet, and confidential. We'll meet for about an hour, or maybe a little more. It's in-depth; it's not a 'meet and greet'.
I've been doing estate planning for about 25 years, have a direct though respectful style, and we'll cover lots of territory. I will be integrating various parts of your situation to give you insight into the subject.
Who and when
You will meet with me - Joel Bernstein - not a young associate like other law firms. We've set aside each Wednesday - from 8 a.m. to 7 p.m. - for these first meetings. But we can make exceptions.
I usually start out by explaining the type of estate plan you have now. What your will or lack of will does for you (or fails to address). It is a good starting point. After about 20 minutes, you start understanding your situation in a deeper way. At that point you can begin to decide if it still works well for you or whether you can improve it in a way that makes more sense to you. People consistently tell me it is a highly valuable session.
If you're married
If you're married we insist you both attend.
What we'll discuss
This meeting is a private, one-on-one, confidential session. We generally discuss:
Anyone who has assets over $100,000 can gain something from this session.
Conference room approach: We purposely keep a computer or telephone out of the conference room. I intend give you my undivided attention. If you have a cell phone, our policy to ask you to keep it off the conference room table - so we each respect our direct conversation and time.
I typically use a large whiteboard on the wall to illustrate what we have in mind.
Whether you already have an estate plan that is current and want to know more, or have never done a will or trust and want to start, this session will be worthwhile.