Joel A Bernstein & Associates

Information may not be reliable

Durable Powers of Attorney
Post Passing Administration of Wills & Trusts
Retirement Account Distribution Strategies

Welcome to the Bernstein Law Firm.
Bernstein and Associates, a Lexington, MA law firm, is small enough to have an attorney who works directly with each client, without delegation to less experienced attorneys. You will not get lost in the shuffle, as our office is run in a highly organized way to deliver estate planning efficiently.
We have two major practice areas. These clearly are Estate Planning and Post Death Administration of Trusts and Wills.

This is a video describing Joel Bernstein's background
What Sets Us Apart.
Constantly improving our knowledge in this area, we're focused on how to properly prepare Estate Planning Instruments and how to handle what needs to be done when a death occurs. Based upon the needs of many of our clients, we focus on both Living and Irrevocable Trusts. Nevertheless, we are most often praised for the professional manner in which we help clients to develop realistic goals and understand their Estate Planning Alternatives, before recommending a plan of action.
For complimentary, in detail information on these topics call us at 781-863-8606 or email Joel Bernstein.

Life Insurance Trusts
The Duties and Responsibilities of a Successor Trustee