We have not found any cost information for this lawyer
Joel A Bernstein
About Joel
Biography
Review: "Joel is a complete pro in the area of estate planning. He covers every issue that needs to be addressed, He's quick, efficient and professional. I very highly recommend him to anyone looking for estate planning."
Practice Areas
3
Practice Areas
Estate Planning
90%
34 years | 2,500 cases
Probate
5%
34 years | 160 cases
Trusts
5%
34 years | 2,100 cases
Fees and Rates
Looking for an attorney? Avvo can help.
Search our directory
Quickly connect with top attorneys through our legal directory to get help with your legal issue.
Avvo's live chat agents can help coordinate a consultation with a local attorney.
Chat with a live agent who can match you with the right attorney for your legal needs.
Chat withLicenses
Licensed in Massachusetts for 39 years
State: Massachusetts
Acquired: 1986
No misconduct found
Location
MA Wills and Trusts - Joel Bernstein
33 Bedford Street., Suite 13, Lexington, MA, 02420
Gallery
Ad
Transform legal challenges into solutions.
Connect now to review your situation.
Joel A Bernstein's Reviews
Avvo Review Score
66 Client Reviews
Filter Avvo Reviews (66)
Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.
Practice Areas
What Clients Mention
Showing 11 - 15 of 45 reviews | Practice Area Knowledge
Posted by Leo | February 15, 2018 | Estate Planning
20 year client of Joel B.
Joel and his entire office have been outstanding in his service and knowledge. He has helped with our Living Trust and retirement, and his wife - who provides long term care insurance services through his office, has also been outstanding. They efforts have allowed my wife and I to 'partially retire'...
Joel Bernstein
Replied last February 15, 2018Leo - Thanks for the kind word and wonderful review. It was a pleasure working with you both. Joel
Posted by Steve | February 15, 2018 | Trusts
Good Source for your Estate Plan and Trusts
we have been a client for about 29 years. Mr. Berstein set up a series of family trusts for us. Hwe also developed medical proxies, power oxf attorney documents He has kept us informef of channges in laws. He recently updated all of our documents. He went over our personal situation. He answered all ...
Joel Bernstein
Replied last February 15, 2018Steve - Thanks for the multiple star review. We truly appreciate your confidence in our firm. Joel
Posted by Helen | February 15, 2018 | Wills & Living Wills
Doesn't just do cookie cutter estate planning
Joel is thoroughly competent and sensitive to an individual's circumstances in doing both a traditional will and health care documents. I have no children and few close relatives and he proactively helped me to write documents that reflect my values
Joel Bernstein
Replied last February 15, 2018Helen - Thanks for the wonderful review of our law office of Joel Bernstein, here in Lexington, MA. We try to address each case with a clear, open mind and give advice based on your particular situation. Joel
Posted by Harold | February 15, 2018 | Trusts
A good experience over 20 years
Joel Bernstein has handled our trust planning since 1995. He has been friendly, competant andavailable. He has given overall advice and reminded us when updates are in order. I can recommend him without reservation. HAROLDD
Joel Bernstein
Replied last February 15, 2018Harold - Thanks for the review and input on our work. Joel Bernstein
Posted by Nancy | February 15, 2018 | Estate Planning
Peace of mind with Joel
Joel Bernstein set up trusts and related documents for my husband and me. When my husband died, everything went smoothly and a difficult time was eased by the work Joel had done for us. He has my full confidence that my affairs are in good hands. Thinking ahead, when it is my daughter's turn to de...
Joel Bernstein
Replied last February 15, 2018Hello Nancy - Thanks for the input. Clients' reviews of our work has always been important to us. We used to use a paper based system and now this electronic approach makes it easier. Thanks very much for taking the time to review our office's work. Joel Bernstein
Joel A Bernstein's Lawyer Endorsements
"An excellent lawyer who treats clients with patience, care, understanding, and utmost professionalism - an even better person and I wholeheartedly recommend for future services."
"What I like about Joel is his intelligence, compassionate personality, and comprehensive systems approach to providing legal services. Joel is good at helping his clients prioritize their goals and understand the various legal estate planning options to best accomplish them. In the past Joel and I have collaborated in reviewing and editing some of each others complex trust document templates. I found Joel to be extremely detail oriented and thorough - he doesn't miss anything. I think his great personality, his technical savvy, and his legal knowledge are a winning combination. Also, he gets his work done in a timely manner, no unnecessary delays. "Estate planning done in three weeks" is his mantra. If my parents lived in Massachusetts I would send them to Joel for their estate planning needs. Joel also handles Estate Administration and the Probate of Estates in a caring sensitive way."
"I endorse this lawyer. I have know Joel for over thirty years. Initially, as an employee and colleague, and subsequently, as a trusted professional to whom I have referred clients with estate planning needs. I have found Joel to be thorough, responsive to client needs and very knowledgeable."
"I have known Joel for more than 5 years as an estate planning attorney and friend. As proof if you will of his quality has an attorney I need only think about the intelligence he brings to his cases and to the deep thinking he gives to the law. As for his ability with clients, it is second to none. He has developed a terrific rapport and a system for working through estate plans and administration that would make anyone feel at home with his practice. I am only glad he is not my one-on-one competitor!"
"Joel is an excellent estate planning lawyer and an expert on trusts. His professorial as well as kind and compassionate manner perfectly suits his area of legal practice. I have and will continue to recommend clients to him with the utmost confidence. Attorney Bernstein is a true professional and always a pleasure to work with."
Rahul Aggarwal
Immigration lawyer
Nancy Kelleigh
Estate planning lawyer
Gerard Gasperini
Employment and labor lawyer
Michael Katin
Bankruptcy and debt lawyer
Matthew Karr
Estate planning lawyer
Kenneth Federman
Estate planning lawyer
Mark Scheier
Real estate lawyer
Hyman Darling
Estate planning lawyer
David Fitch
Estate planning lawyer
Joblin Younger
Estate planning lawyer
John Hope
Estate planning lawyer
Daryl Every
Estate planning lawyer
John Brosnan
Insurance lawyer
George Mulgrew
Guardianship lawyer
Timothy Borchers
Estate planning lawyer
Damon Thomas
Real estate lawyer
Thomas Fenn
Real estate lawyer
Allan Knowles
Real estate lawyer
Glenn Ciotti
Contracts and agreements lawyer
Deborah Danger
Wills and living wills lawyer
Experience
Associations
2013 - Present
Cary Library Professional AdvisersLawyer on Board
1993 - 1996
American Academy of Estate Planning AttorneysOn Board of Governors
1986 - 1989
American Bar AssociationEditor of Real Property Technology
Sample of Legal Cases
Saved $99,000 in taxes
Tax Savings
Education
1989
Boston University School of Law
LL.M - Master of Laws
1981
Vermont Law School - Environmental Law Center
Masters in Law
1979
Western New Englahd School of Law
Juris Doctor
1975
Hobart and Wm. Smith Colleges
BA
Speaking Engagements
2014
Washington Society of CPAs
Income Taxation of Trusts and Estates - Washington State
2014
Mastering the Fundamentals of Estate Planning for CPAs
Estate Planning for CPAs
2014
Massachusetts Society of CPAs
Federal Estate and Gift Tax
2014
Estate and Life Planning
Estate and Life Planning for Middle Class Clients
2014
CPA Fiduciary Income Taxation - Advanced
Fiduciary Income Taxation
2014
CPA Education
Advanced Income Tax for CPAS of CT
2014
Advanced Trusts and Estates Law
Advanced Fiduciary Income Taxation
2013
Basics of Trusts for Lawyers and CPAs
Trusts
2011
Mass. Society of Enrolled Agents
Trusts and Estates: Income Taxation
2000
Charles Schwab Inc. Workshop
Advanced Planning for Retirement Assets
1988
Cambridge MA Entrepreneurs - Guest Speaker
Automation of Law Documents
1987
Co-participant of Video
Automating Real Estate Video for ABA
1986
Mid-Year Annual Meeting
Economics of Computer Driven Real Estate Law
1986
Annual Meeting
Computerized Real Estate Conveyacning
Publications
2015
Loring/Rounds on Trusts
Co-wrote Chapter in Loring on Trusts
1990
Real Estate Computer User Group Newsletter
Editor for American Bar Association
1990
Callaghan's Law Office Economics and Management Journal
Economics of Computerized Real Estate
1987
American Bar Association Probate and Property Journal
Editor for American Bar Association
1987
ABA Probate and Property Journal
A Primer on Computerized Real Estate Conveyancing