MA Wills & Trusts

Nearby Lawyers Massachusetts Middlesex County Lexington Bedford Street

(194 reviews)

Contact Info

Location 33 Bedford St, Lexington, MA 02420, USA
Phone +1 781-863-8606
Website https://www.livingtrustma.com/

Reviews

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
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.

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About MA Wills & Trusts

Navigating the complexities of estate planning can feel daunting, but for residents across Massachusetts, having a trusted legal partner makes all the difference. When it comes to securing your future and ensuring your legacy, MA Wills & Trusts stands out as a beacon of clarity and support right here in our community. Led by Joel Bernstein, Esq., this dedicated team specializes in helping individuals and families understand and implement comprehensive estate plans, including wills and trusts, tailored to their unique needs.

For many, the idea of estate planning brings with it concerns about complexity, control, and the unknown. We’ve all heard stories of people putting it off for years, simply because the process seems overwhelming. However, MA Wills & Trusts is committed to demystifying this crucial area of law, making it accessible and understandable for everyone. Their approach is rooted in clear communication, patient guidance, and a genuine desire to empower their clients with the knowledge and documents they need to feel secure about their financial future and the well-being of their loved ones.

Whether you're looking to establish a will, create a revocable trust, or explore other aspects of estate planning, MA Wills & Trusts offers the expertise and personalized attention necessary to achieve your goals. Their reputation in the Massachusetts legal landscape is built on a foundation of professional excellence and a client-first philosophy, ensuring that every step of your estate planning journey is handled with the utmost care and precision.

Location and Accessibility

Conveniently situated in the heart of Lexington, Massachusetts, MA Wills & Trusts is easily accessible for residents throughout the region. You can find their office at 33 Bedford St, Lexington, MA 02420, USA. This prime location makes it simple for individuals and families from surrounding towns and cities in Massachusetts to visit for consultations and meetings.

Lexington is a well-known and central town in Middlesex County, making MA Wills & Trusts a practical choice for anyone in Eastern Massachusetts seeking expert legal advice on wills and trusts. The office’s central position ensures that whether you’re driving from nearby communities or utilizing local transportation, reaching their location is straightforward. The ease of access helps reduce any stress associated with scheduling appointments, making the process of engaging with their services as smooth as possible. For locals, this means less time spent on travel and more time focusing on what matters most: your estate plan.

Services Offered

MA Wills & Trusts provides a focused range of legal services specifically designed to address the needs of individuals and families in Massachusetts regarding their estate planning. Their expertise encompasses:

Comprehensive Estate Planning: Guiding clients through the entire process of organizing their assets and affairs to ensure their wishes are carried out after their passing. This includes personalized strategies for wealth transfer, minimizing estate taxes, and protecting beneficiaries.
Wills: Drafting legally sound wills that clearly articulate how assets should be distributed, designate guardians for minor children, and appoint executors to manage the estate.
Trusts: Establishing various types of trusts, such as revocable living trusts, which can help avoid probate, maintain privacy, and provide greater control over asset distribution. They also assist with other trusts tailored to specific goals like special needs planning or charitable giving.
Trust Funding: Assisting clients with the critical step of transferring assets into their trusts, ensuring that the trust is properly funded and can achieve its intended benefits. This often overlooked step is crucial for the effectiveness of a trust.
Powers of Attorney: Preparing durable powers of attorney for finances and healthcare, allowing individuals to designate trusted agents to make decisions on their behalf if they become incapacitated.
Healthcare Proxies and Living Wills: Crafting documents that outline healthcare wishes and designate a healthcare agent to make medical decisions if one is unable to do so.
Probate Avoidance Strategies: Advising on methods and tools to help clients’ estates avoid the potentially lengthy and public probate process.

Features / Highlights

MA Wills & Trusts stands out in the Massachusetts legal community due to several key features and highlights that enhance the client experience:

Personalized and Comprehensive Approach: As noted by satisfied clients, Joel Bernstein, Esq. and his team take the time to explain complex legal concepts in an easy-to-understand manner. They address all questions and concerns, no matter how many, ensuring clients are fully comfortable with their estate plan. This personalized attention helps alleviate anxieties often associated with estate planning.
Expertise in Revocable Trusts: A significant highlight is their ability to simplify the process of establishing revocable trusts. Clients appreciate how Joel and his team, particularly Barbara Kelly, make the journey from initial consultation to final document creation smooth and reassuring. This expertise allows clients to maintain control over their assets while ensuring their wishes are met.
Client-Centered Service: Testimonials consistently praise the accommodating nature of Joel and his staff. They prioritize client comfort and understanding, making what could be an intimidating process pleasant from beginning to end. This commitment to excellent service fosters trust and confidence among their clientele.
Streamlined Process: For individuals who have procrastinated on estate planning, MA Wills & Trusts offers a streamlined process that minimizes stress. They are described as legal professionals who are "extremely well prepared to assist families do trust and estate planning," simplifying the steps involved from initial consultation to the final execution of documents.
Focus on Client Control: A key concern for many individuals is losing control over their assets once they establish a trust. Joel Bernstein explicitly addresses these concerns, providing clear explanations that help clients feel secure and empowered, knowing they retain control while setting up their estate for the future.

Promotions or Special Offers

While specific, time-limited promotions are not publicly advertised, it is highly recommended to contact MA Wills & Trusts directly to inquire about any current offers or introductory consultations they may provide. Many legal professionals offer initial consultations at a reduced rate or complimentary to allow prospective clients to discuss their needs and understand the firm's approach without immediate financial commitment. This can be a valuable opportunity to learn more about their services and determine if they are the right fit for your estate planning needs.

Contact Information

To learn more or to schedule a consultation with MA Wills & Trusts, you can reach them using the following contact details:

Address: 33 Bedford St, Lexington, MA 02420, USA
Phone: (781) 863-8606
Mobile Phone: +1 781-863-8606

Their team is ready to assist you with your estate planning inquiries and guide you through the process of securing your legacy.

Conclusion: Why this place is suitable for locals

For residents across Massachusetts, MA Wills & Trusts in Lexington is more than just a law firm; it’s a dedicated partner in securing your family's future. The testimonials from real customers, like the one from the client who had "procrastinated for years" due to concerns about control, perfectly illustrate why Joel Bernstein, Esq. and his team are so well-suited for locals. They understand the common hesitations and anxieties surrounding estate planning and actively work to alleviate them.

Their commitment to simplifying complex legal processes, combined with a genuinely accommodating and professional approach, means that setting up a will or a trust becomes a "pleasant from beginning to end" experience. The assurance that your legal documents are "extremely well prepared" and that your "wishes will be carried out after you die" provides invaluable peace of mind.

The accessibility of their Lexington office, coupled with their specialization in vital services like wills and trusts, makes them a practical and reliable choice for anyone in our community looking to take this essential step. If you're a Massachusetts resident contemplating estate planning, MA Wills & Trusts offers the expertise, personalized care, and clarity you need to move forward with confidence. Don't put off this crucial task any longer; reach out to them today to start securing your legacy.