Joel A Bernstein

My husband and I had been dreading the process of establishing trusts and updating our wills, health proxies, and PoAs; we expected it to be incredibly complex and time-consuming. Instead Joel used out one-hour zoom consultation to clearly outline the process and turn paragraphs of legalese into a se...ntence or two. The actual signing in his office was efficient we left there feeling enormously relieved. My only quibble was that the the cost was a bit higher than anticipated.

My wife and I worried that setting up our “living trust” would be time consuming and complex. It could not have been more simple. We met via Zoom meetings ( just 2 meetings) to get an understanding of the process and an overview of the product we had chosen. We filled out a workbook with our assets ...and we discussed beneficiaries and sent back any critical information to Joel. Our next meeting was a 30 minute in-person session where we validated the paperwork and signed the forms. Joel made the experience a pleasant one by laying out any complexities and explaining them in a clear and simple way and and answering any questions we had. The whole process took us no longer than a few hours. I highly recommend calling Joel Bernstein if you need to create a Will or Trust.

I needed to prepare a will that would ensure, to the extent that was possible, that my disabled wife would be well taken care of in the event that I predecease her. One of my relatives recommended Joel Bernstein. I met with Joel and was immediately impressed with his approach. There was no predet...ermined template. Joel questioned me extensively, reviewed the specifics of my needs and prepared will documents that would optimize my wife's care, and would still provide a mechanism for my children to receive an inheritance.This guy lives and breathes wills, and he is as much a teacher as he is a lawyer, explaining in great detail the various options, drawing flowcharts on the whiteboard in his office, making sure that I understood the benefits and drawbacks of the different ways the will could be prepared. I feel comfortable that should I meet my demise, that I've done all that I can to minimize the financial and lifestyle impact on my disabled wife.

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 ...of our questions. He did a great job explaining our options and providing guidance. HE provides the final documents on our agreed schedule.