Paul Bernstein

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!