A Free 5-Day Email Course in MA Estate Planning

Feel the constant weight of not having your affairs in order?

Maybe even embarrassed because it’s expected by others? Or, does estate planning seem overwhelming and complicated? ​There’s so many reasons for procrastinating one’s will and trust.

I get it.

That’s why I created this free, 5-day email course.

So that you can still take some control of your affairs. On your own time, in your own home, at a comfortable pace.

Here’s what you’ll learn (for free) from this 5-day course:
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• Day 1: Introduction to planning your estate
• Day 2: A living trust—or a simple will?
• Day 3: How to protect your beneficiaries
• Day 4: 3 steps to lower your estate tax in MA
• Day 5: What next?

So even though you’re not ready to commit to the full process of planning your estate, you can still take steps forward.

Why?

To demystify estate planning (it’s quite simple, really). To know what it takes to take care of your family. To know if you need a trust, will or both. To help your family get more and the state get less. To feel content knowing your family will love, not fight, after you‘re gone.

And a load of other useful tips to remove this gnawing burden—once and for all.

What we do for all our clients, we can do for you:
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• Learn how to plan your estate—all in plain English

• Simple concepts, simple steps, a simple plan to distribute your wealth
• Know what taxes come into play
• Know how to avoid costly probate
• Sleep better with no more feelings of procrastination

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Whether you become a future client or not—you’ll understand more than ever before about estate planning. I’m a life-long learner and educator.

This free course allows me to continue to teach. Because I want everyone to feel the joy & comfort of taking care of business.

Enroll today for the free course. It’s easy:

1) Complete & submit the form below
2) Receive a course lesson each of the next 5 days
3) Complete each course lesson next to your favorite cup of java
4) Know what‘s needed for everything-wills-and-trusts

No obligation whatsoever. Not a cent spent. A little bit of your time. For a lot more understanding.

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

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• ​​​​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 attorney — that may or may not work out
• Be left without legal assistance just because you outlived our services
• Call 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. 

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.
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Confidential Estate Planning Referral Request

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