MA Wills & Trusts

My wife and I recently engaged Joel Bernstein, esq. and his staff in a comprehensive estate planning process. I procrastinated for years because I was concerned about the process and what degree of control I would have with my trust. Joel did a wonderful job of explaining the process, answering my questions (of which there were many) and easing my concerns about losing control. In the end we have a Revocable Trust and a Will that we are both very comfortable with. This whole process was pleasant from beginning to end. Joel and his staff, primarily Barbara Kelly, were also very accommodating. We highly recommend his services.

Joel & Barbara can simplify the estate planning process for everyone. I recommend them as legal professionals who are extremely well prepared to assist families do trust and estate planning. Most of all, I am glad we took the step to set up an estate plan and appropriately include our assets and accounts in the trust. I have full confidence the legal documents they drafted for us will result in our wishes being carried out after we die. If you don't have a will or estate plan, call them today.

After many years of attending estate planning seminars, clipping articles, web searches, etc. my wife and I finally decided to take the plunge. Our financial advisor provided us with a list of vetted attorneys, which were mostly Boston based, but we were inclined to shop local for a more personalized guide through this confusing process. Fortunate for us, we found Joel Bernstein and his MA Wills and Trusts, which is dedicated to Estate Planning, in our own backyard. The free 5 Day e-mail course together with website access to a free video, guide and Joel's library based on his 30+ years experience, together with the favorable customer reviews, convinced us to proceed. Joel and his responsive office staff patiently led us through the process and answered all of our questions and concerns

My wife and I recently completed the process needed to have Attorney Joel Bernstein draw up wills and irrevocable trusts for us both. The online course helped us get a basic understanding of the utility of trusts in our estate planning, particularly for Massachusetts residents. Joel and Barbara guided us through the process to summarize our assets so that they could draw up the appropriate trusts. Our in person meeting at the end to sign documents was quite efficient and Joel answered our many questions with language that was clear and understandable. We highly recommend his services. Norman

We used Bernstein Law for estate planning and updating our wills etc. They are friendly, encourage questions, and in general make us feel comfortable in our choice of law firm. Joel is great at explaining what all the legalese means in our terms. He has a good way of explaining life events and how our intentions will get carried out. The team keeps the process moving, giving us the time we need while meeting our time goals. They live up to the advertising on their web site! We would recommend Bernstein Law.