Lori Merrill Bernstein

Lori M. Bernstein is an attorney in solo law practice focused on wills, trusts, and estate planning, and estate administration and probate.

Lori guides her estate planning clients through a process that may include:
* identifying clients' goals for their estate plan
* careful listening to clients' concerns and questions
* clear explanations of options and the pro’s and con’s of each option
* advice and recommendations for how to accomplish clients' goals
* respect for clients' choices
*preparation of estate planning documents, which may include Wills, Trusts, Powers of Attorney for Business Affairs, Health Care Powers of Attorney, HIPAA Authorizations
* advice about beneficiary designations for life insurance policies and retirement accounts

For her clients who have the responsibility of serving as Executor or Administrator of the estate of a person who is deceased, Lori guides her clients through the estate administration and probate process. The particulars of this process vary widely, depending on the property the deceased person owned, the beneficiaries of the estate, and the terms of the Will or Trust (or the provisions of state law, if the person died without a will). In all cases, Lori provides sound advice to her client, the Executor or Administrator, so the Executor or Administrator can fulfill their responsibilities to all concerned.