MA Wills & Trusts ico

MA Wills & Trusts

Lawyers Near MeMassachusettsMiddlesex CountyLexingtonBedford Street

33 Bedford St, Lexington, MA 02420, USA

4.0

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.

Paul O'Connor
  • Overview
  • (781) 863-8606
  • www.livingtrustma.com

Hours

Monday 9:00 AM - 5:00 PM
Tuesday 9:00 AM - 5:00 PM
Wednesday 9:00 AM - 5:00 PM
Thursday 9:00 AM - 5:00 PM
Friday 9:00 AM - 5:00 PM
Saturday Closed
Sunday Closed

MA Wills & Trusts Introduce

For local users navigating the crucial yet often intimidating world of estate planning, "Lawyers Near Me" is proud to introduce MA Wills & Trusts, a highly regarded legal service based in Lexington, MA. Situated at 33 Bedford St, Lexington, MA 02420, USA, this firm, led by Joel Bernstein, Esq., and supported by dedicated staff such as Barbara Kelly, has built a reputation for simplifying complex legal processes and providing peace of mind to families across Massachusetts.

MA Wills & Trusts specializes exclusively in estate planning, offering essential services that include the drafting of wills, the establishment of trusts (particularly revocable trusts), and comprehensive guidance on how to appropriately include assets and accounts within these legal instruments. Their core service is to help individuals and families protect their legacy, ensure their final wishes are carried out, and potentially avoid the lengthy and expensive process of probate. This specialized focus allows them to possess deep expertise and provide highly tailored solutions for each client's unique circumstances, making them an ideal choice for anyone in the Lexington area looking to secure their future and that of their loved ones.

The environment at MA Wills & Trusts, as strongly suggested by client testimonials, is one of approachability, clarity, and immense support. Clients consistently highlight an atmosphere where their concerns are heard and addressed with patience and understanding. The positive experiences shared by real customers paint a picture of a firm that goes above and beyond to ease anxiety related to estate planning. The physical office location at 33 Bedford St in Lexington offers a professional yet presumably welcoming setting, where clients can comfortably discuss sensitive personal and financial matters. The collaborative nature of Joel Bernstein and his staff, particularly Barbara Kelly, indicates a harmonious and client-focused internal environment that translates directly into a pleasant and accommodating experience for those they serve.

The services provided by Joel Bernstein and MA Wills & Trusts are characterized by their educational and reassuring approach. Clients often express initial apprehension about estate planning, fearing loss of control or overwhelming complexity. Joel Bernstein excels in demystifying this process, as one client noted, by "explaining the process, answering my questions (of which there were many) and easing my concerns about losing control." This commitment to clear, understandable communication is a hallmark of their service. They assist clients in establishing fundamental documents like revocable trusts and wills, ensuring these are crafted to reflect the clients' comfort and wishes accurately. The firm's service is not just about drafting documents; it's about providing a comprehensive, step-by-step journey that leaves clients feeling secure and confident in their estate plan.

Key features of MA Wills & Trusts that distinguish them in the "Lawyers Near Me" category include Attorney Joel Bernstein's remarkable ability to translate "Legalese" into "language we could understand." This commitment to plain English communication is highly valued by clients, as it empowers them to grasp the implications of their estate planning decisions fully. Joel Bernstein is described as being "extremely well prepared to assist families do trust and estate planning," indicating a high level of knowledge and meticulous preparation in every case. The firm’s responsiveness and accommodating nature, with special mention of Barbara Kelly, further enhance the client experience, making the entire process "pleasant from beginning to end." This hands-on, supportive approach alleviates common anxieties associated with legal proceedings, particularly those as personal as estate planning.

Another significant feature is the proven track record of instilling "full confidence" in clients that their "legal documents they drafted for us will result in our wishes being carried out after we die." This level of trust is invaluable in estate planning, where the outcomes are realized in the future. The firm’s ability to simplify what many perceive as a daunting and complex undertaking, turning procrastination into protective action, is a strong testament to their client-centric methodology.

For promotional information, MA Wills & Trusts has a wealth of positive client testimonials to leverage. Direct quotes such as, "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," and "I recommend them as legal professionals who are extremely well prepared to assist families do trust and estate planning," serve as powerful endorsements. The firm can highlight Joel Bernstein's expertise in simplifying estate planning, emphasizing how he helps clients feel "very comfortable" with their revocable trust and will. Promotional messages should stress the ease and comfort of the process, contrasting it with the common fear of complexity and loss of control. The direct call to action, "If you don't have a will or estate plan, call them today," is effective and encourages immediate engagement.

The firm's contact details, including the phone number (781) 863-8606 (also available as +1 781-863-8606), and their physical address at 33 Bedford St, Lexington, MA 02420, USA, should be prominently featured to facilitate easy access for prospective clients. Marketing efforts should focus on the tangible benefit of peace of mind and the successful establishment of robust estate plans, as consistently reported by their satisfied clientele. By emphasizing their specialized expertise in wills and trusts, coupled with an unparalleled commitment to client education and comfort, MA Wills & Trusts positions itself as the premier choice for estate planning needs in the Lexington area and beyond.

MA Wills & Trusts Photos

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MA Wills & Trusts Location

MA Wills & Trusts

33 Bedford St, Lexington, MA 02420, USA

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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.

Jan 10, 2025 · Paul O'Connor

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.

Jan 06, 2025 · Mark Schissler

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.

Aug 27, 2024 · Joe

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

Feb 17, 2024 · Norman Abbott

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.

Mar 26, 2024 · John Masciola

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