Skip to main content

Paul Bernstein

Estate planning Attorney at Beverly, MA

5.0   4 reviews

About Paul

Learn Paul’s areas of practice.

A board-certified Estate Planning Law Specialist, I bring over 2 decades of experience to help counsel clients on how best to plan and protect that which is most important to them. Everyone is unique, and their estate plan should reflect this uniquenes. While many firms use one-size-fits-all, fill-in-the-blank forms in a transaction-type practice, at the Bernstein Law Group, PC, we spend the time to educate our clients and to learn about them, their goals and concerns. We then custom-tailor their estate plan. Then we offer an ongoing relationship, so that their estate plan is fine tuned and adjusted as changes occur, both in the client's world and in the law. 

Photos and videos

Licensed for 30 years
State MA
Status Active
Acquired 1992
Updated 09/19/2022
State PA
Status Administrative Suspension
Acquired 1992
Updated 10/01/2022

We have not found any instances of professional misconduct for this lawyer.

Contact Paul

The Bernstein Law Group, PC
900 Cummings Center
Suite 212-T
Beverly, MA, 01915
The Bernstein Law Group, PC
400 TradeCenter
Suite 5900
Woburn, MA
Hide locations

Reviews

5.0 / 5.0
  4 customer reviews
5 Star
 
100%
4 Star
 
0%
3 Star
 
0%
2 Star
 
0%
1 Star
 
0%
Posted by Joyce | May 21, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Simple, easy, straightforward
We had a fantastic experience with Paul and associates. Paul was patient in explaining all the details of a will vs. a trust and all the different components that we may want to consider. It was really helpful and his explanations were clear but simple. Grace (the secretary) was very responsive via email and accessible by phone. They were always on top of everything. Everything went as smoothly as you could expect especially in a time of a pandemic. The zoom calls were professional and easy to do from the comfort of our own home. Paul was always on time to our calls and didn't waste any time getting to specifics and important details. I would highly recommend Paul Bernstein to anyone who needs to create a family will or trust plan that they give them the security and peace of mind they need for their future. The whole process was simple, straightforward, and no surprises. We couldn't have asked for anything easier.
Read less
Posted by Liz | October 29, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate planning
Paul and his team were exceptional is assisting us with our estate/trust planning. We tackled this during the pandemic and they made the entire process very seamless convenient via zoom. They answered all our questions and we are thrilled with the outcome. Thank you Paul, Grace and the entire team. We would defiantly recommend them!
Read less
Posted by Ryan | October 1, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Experience
Great experience from start to finish. My wife and I were referred to The Bernstein Law Group by our longtime CPA who knew we wanted someone we could rely on and had the skill set to help us create a Will and Trust for our family. The second we met Paul, Linda and Gail we knew we were in great hands. They walked us through every situation, scenario and possibility to ensure that we were making the right decisions based on OUR needs and wants. If you were like us, a bit apprehensive and almost overwhelmed by the thought of setting up a Will, Trust and/or Estate Plan then I would highly recommend The Bernstein Law Group to put those feelings at ease and create the best plan for you and your family.
Read less
Posted by Yumi | October 5, 2018
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Estate Planning Attorney
My husband and I recently worked with Paul on an estate plan. He only works in this area of practice and so he is very knowledgeable. He walked us through all the important elements of an estate plan and presented us with the information that we needed to make the appropriate decisions. We now have a comprehensive plan and someone we can work with as things change in the future. Our meetings were efficient and productive. We went through a lot of information but never felt overwhelmed since he walked us through each step. He is also very personable and made a serious topic very manageable over our series of meetings. We felt he was always looking out for our best interest, using his experience to advise on the best course of action but leaving the decision making to us. His office is very professional and organized. Appointments were easy to schedule and any follow up was quick and thorough. Paul was clear about fees and the services involved and the billing process was straightforward. We were really happy with how smoothly the process went. We have recommended him to a number of friends and colleagues and will continue to do so!
Read less

Cost

We have not found any cost information for this lawyer

Contact for Details

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Attorney
  • The Bernstein Law Group, PC
  • 1996 - Present

Education

  • University of Pittsburgh School of Law
  • Juris Doctor
  • 1991

Legal Cases

  • Protecting Retirees and Their Children
  • Clients received peace of mind

Associations

  • Massachusetts Forum of Estate Planning Attorneys
  • Current Board Member and Past President
  • 2008 - Present
  • Essex County Estate Planning Council
  • Past Director
  • 2003 - Present
  • Massachusetts Chapter NAELA
  • Past Director
  • 2001 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2001 - Present
  • WealthCounsel
  • Founding Member
  • 2001 - Present
View all associations

Languages Spoken

  • English

Awards

  • Massachusetts Super Lawyer
  • Massachusetts Super Lawyers
  • 2020
  • Massachusetts Super Lawyer
  • Massachusetts Super Lawyers
  • 2019
  • Massachusetts Super Lawyer
  • Massachusetts Super Lawyers
  • 2018
  • Super Lawyer
  • Massachusetts Super Lawyers
  • 2017
  • Super Lawyer
  • Massachusetts Super Lawyers
  • 2016
  • Certified Estate Planning Law Specialist
  • Estate Planning Law Specialist, Inc.
  • 2015
  • Accredited Estate Planner
  • National Association of Estate Planners & Councils
  • 2015
  • Recognition of Service as Board of Director
  • National Association of Elder Law Attorneys - Massachusetts Chapter
  • 2013
View all awards

Publications

  • National Income Tax Workbook - Land Grant University Tax Education Foundation
  • Trust and Estates
  • 2020

Speaking Engagements

  • WealthCounsel Symposium 2015
  • Buying and Selling a Closely-Held Business
  • 2015
  • WealthCounsel National Symposium
  • The Buy Sell Agreement Legal Audit
  • 2014
  • FPA of Massachusetts
  • Asset Protection Planning
  • 2010
  • WealthCounsel National Annual Conference
  • Buy-Sell Agreement Reviews
  • 2009
  • UMASS Tax School
  • Business Planning
  • 2009
  • Salem State Advanced Studies for Accountants
  • Medicaid Planning
  • 2009
View all speaking engagements

Attorney endorsements

Received (3)
Given (3)
Estate planning Attorney | Oct 20
Relationship: Fellow lawyer in community
"I have known Paul for many years and refer all my clients in need of estate planning to him without hesitation."
Estate planning Attorney | Oct 10
Relationship: Other
"Paul is an excellent attorney. He is very knowledgeable and exceptionally creative in developing solutions for his clients issues. I have referred clients to him and would feel quite comfortable using his services myself."
Estate planning Attorney | Aug 27
Relationship: Fellow lawyer in community
"Paul is an innovative, knowledgeable and caring attorney who truly counsels individuals, families and business owners on the issues that matter most to them. He is a credit to our profession and someone that I can enthusiastically recommend."
Criminal defense
Estate planning
Estate planning