About Us

Estate plans done efficiently and effectively...it's what we do

Joel Bernstein and Associates is a regional law firm dedicated to helping individuals become more wealth wise and long-term profitable through improved estate planning.

Our many, long-standing client relationships are built on our steady flow of innovations in analytical thinking, written communications, and decision making. Clients invest in our law practice repeatedly because of the measurable improvements they see. Bernstein and Associates is a leader in client communication that leads to decades long improvement of estate plans.

Company History

Joel Bernstein, Attorney at Law, has grown his estate planning practice to include over 1800 clients based on the simple idea that estate plans could be completed in weeks instead of months. By doing this, the process is not the long, drawn out affair that often accompanies this necessary task.

Many of Joel’s clients had tried previously to complete an estate plan, but did not have the time to commit to the standard three to six months of preparation. Given Joel's unique background as former editor of the ABA Real Property Technology Column for Probate and Property magazine, Joel has done what his peers can’t: condensed the time line to between two and four weeks for a sound and complete estate plan.

Efficiency is a hallmark of Joel’s experience. In the eighties, he became well known nationally for automation that he created to streamline real estate conveyancing. Also during this time Joel earned two masters level advanced law degrees, including the prestigious LL.M. Tax degree from Boston University. Ahead of his peers again, Joel began providing the important service of post-death administration for his clients. Then, in the nineties, Joel saw the need for integrating estate planning with wealth management so that his clients could maintain their lifestyle throughout retirement.

The integration of estate planning, wealth management and post-death administration is unique to Joel’s practice and expertise. The American Academy of Estate Planning Attorneys recognized his achievements in these areas by naming him to serve on the board of Governors from 1994 to 1996. During the nineties, Joel earned his Registered Investment Advisor accreditation as well as the sterling designation of Certified Financial Planner.

With more than 300 seminars delivered, Joel is the educational arbiter of estate planning for the retirement-minded. His clients are typically in their mid-fifties or older and are adept at creating, but not necessarily managing, their wealth to its potential for retirement. In addition to the ABA Probate and Property magazine, his articles have also appeared in the Law Office Economics and Management Journal.