Free Massachusetts Estate Planning Masterclass - 3 Day Virtual

Joel Bernstein is a Massachusetts Bar member but does not practice law day to day. These materials provide educational information only, not legal advice. Nothing here creates an attorney client relationship. Consult a licensed attorney for advice about your specific situation.

WELCOME

I learned from thirty years practicing estate planning law that families benefit more from education than from immediate expensive consultations. I retired from day to day practice in early 2025 after forty five years as an attorney.

These materials share general information without legal jargon. Just educational content that helps you ask better questions when you meet with your own attorney.

THREE FREE RESOURCES

1. FREE ESTATE PLANNING COURSE

A three day email course teaches general estate planning concepts without legal jargon. I wrote this in plain English based on thirty two years of practice. Each lesson takes under five minutes to read. Day One covers general trust and will concepts. Day Two explains common probate court processes. Day Three teaches general information about Massachusetts tax thresholds.

Educational information only. Not legal advice. Consult an attorney for your specific situation.

2. EDUCATIONAL MONOGRAPHS

Detailed guides explain specific estate planning topics. Each monograph covers one subject with fifteen to twenty five pages of educational content reflecting patterns I observed during three decades of Massachusetts practice. Every monograph shares general concepts through illustrative examples and provides educational frameworks that help organize your thinking before meeting with your attorney.

Educational materials only. Not legal advice. Always consult a licensed attorney for your situation.