What you can expect when we discuss your estate planning

Our Meeting: what to expect 

Parking   It starts with free parking next to the office building, elevator in building's rear. Come up to the second floor, suite 13. 
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In our office, we will:

• Greet you - asking if you'd like coffee or water.
• Ask you to complete a simple one page form.
• After you complete the form, you'll return it to us with the $150 consultation charge. We accept check or cash and do not accept credit cards.
• By the way, you may apply this amount as a credit towards our legal fee for estate planning. 

After you complete the form 
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• Attorney Joel Bernstein will ask you to accompany him to the conference room.
• You and he will have a detailed discussion about your estate planning, in a confidential manner.
• Clients tell us that their understanding of estate planning dramatically increases during the meeting.
• Toward the second half of the 1 hour session, you can get started if you choose. Just say 'let's get started.'
• He will ask you some additional questions and prepare a written fee agreement for you and him to sign. The fee agreement will list the multiple documents the office will prepare and the DATE and TIME for the signing to take place.
• In 3 to 4 weeks, you'll come back to sign your documents. At that second meeting, he will explain fully your estate planning again and answer questions.
• We will supply the required witnesses and notary public.  There is no separate charge for the signing meeting.
• At the end of the signing meeting, you will leave with the original documents in a water-resistant blue envelope, clearly labeled "Original Estate Planning Documents."
• It has been our practice for several years to communicate with client semi-annually. It is without charge.
• We aim to keep you aware of changes in the law or to possible events in your life that may deserve a second estate planning look. So your estate planning can remain relevant to you and your family.

​We explain choices and prepare Plain English estate planning legal documents for you

​How It Works:
+  Meet and discuss with attorney with sole focus in this area for 28 years
+  Easy to book appointments,  Plain English document approach
+  Reasonable cost, completed within 4 weeks from start

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