Lexington Probate of Wills Attorney
Joel Bernstein, of Joel A. Bernstein & Associates in Lexington, Massachusetts, is experienced in estate planning matters including the post-death administration of wills. In a will, a person's assets pass at the time of death, according to the direction set forth in the will. Joel Bernstein understands that loved ones are grieving a death at the same time that they need to clearly comprehend and make crucial decisions on estate matters. His caring and compassionate service includes advising you on meeting important deadlines of the probate process and informing you as to your rights and responsibilities under the law.
Joel Bernstein will patiently speak to you in plain English about what your options are and what considerations are the highest priority for your situation. He has many years of experience guiding clients to an optimal resolution of their estate matters, and hand-holding clients through the legal process when necessary. Many dependent spouses and executors have been educated and empowered by the information and available options that Joel Bernstein has shared with them.
To prepare for an initial interview, it is important to gather the following information to probate the will of a deceased loved one:
- The original or copy of the will
- A list of the assets of the decedent
- The worth of the assets on the date of death
- Heirs and beneficiary designations in the will
- Bank statements, tax returns and other documents signed by the decedent
Boston Probate Court Lawyer
Estates with wills need to be approved by the probate court process in the state of Massachusetts. The validity of the will needs to be proven and creditors and estate administration costs need to be paid before any distribution of assets will be made by the probate court. Estate tax considerations are an important part of the estate planning process.
Contact Our Firm
If you have questions regarding estate planning and post-death administration of trusts and wills call wills and trusts lawyer Joel Bernstein at 781-325-1921, toll free at 888-811-7692 or fill out the online form on this website for a free, initial phone consultation. We will review your case and your options with their respective benefits and drawbacks, and any alternatives to the legal process that you may have. We look forward to assisting you and will provide the individual attention and personalized service that you deserve.
