Estate planning attorneys in Lexington, Massachusetts

"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. It turned out that our need was not overly complicated requiring only an uncommon tweak, which Joel crafted easily. It was pretty clear that Joel has a real passion for this subject and the experience to handle much more complex instruments."

"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"

"Joel did a great job updating our estate plan. He explained everything in an easy to understand manner, and he was very responsive to our needs. We are so glad to have this completed, especially the documents for health related matters, so we are prepared for any emergencies. Everything he and his team prepared was done efficiently and clearly. We would recommend him highly."