MA Wills & Trusts

- 33 Bedford St, Lexington, MA 02420

Navigating the complexities of estate planning can often feel overwhelming, but securing your family's future and ensuring your final wishes are respected is one of the most important steps you can take. For residents of Massachusetts, finding a dedicated and professional legal partner is key. MA Wills & Trusts, located in the heart of Lexington, offers a specialized approach to estate law, focusing exclusively on helping individuals and families create clear, effective, and comprehensive estate plans. From drafting wills and trusts in plain English to guiding you through the probate process, this firm is dedicated to providing peace of mind. Their approach is designed to demystify legal jargon and empower you with the knowledge and documents needed to protect your assets and loved ones.

MA Wills & Trusts stands out due to its singular focus on estate planning. This specialization allows them to provide in-depth expertise and a tailored approach to each client's unique situation. Whether you are just beginning to consider a basic will or need to navigate complex estate tax planning, their team is equipped to provide the precise legal advice you require. Their mission is to simplify what can be a daunting process, ensuring that every client leaves with a plan they fully understand and are comfortable with. The firm's commitment to accessibility and client comfort is evident in their welcoming and supportive environment, which is designed to make every step of the legal process as smooth and straightforward as possible.

One of the most valuable aspects of their service is the emphasis on plain language. Instead of presenting clients with dense, convoluted legal documents, they make a concerted effort to explain every component of the estate plan in a way that is easy to grasp. This focus on clarity is a testament to their client-first philosophy. They understand that for an estate plan to be truly effective, the person who created it must be confident in what it says and how it works. This commitment to transparency and education builds a strong foundation of trust, as highlighted by many of their clients who have expressed immense satisfaction with the process and the final outcome.

Conveniently located at 33 Bedford St in Lexington, MA, MA Wills & Trusts is easily accessible for residents across the greater Boston area. The firm's location provides a central and easy-to-find spot, ensuring that clients can attend appointments without unnecessary hassle. Accessibility is a key feature of their physical location, with a free on-site parking lot available, eliminating the stress of finding street parking. For clients with mobility concerns, the office is fully wheelchair accessible, including a wheelchair accessible parking lot, restroom, and seating. This commitment to inclusivity ensures that all individuals, regardless of their physical needs, can comfortably visit the office and receive the legal assistance they require.

For those who prefer a more modern and flexible approach, MA Wills & Trusts also offers online appointment options, providing the convenience of professional legal consultation from the comfort of your home. This blend of in-person and digital services ensures that the firm can meet the needs of a diverse clientele with varying schedules and preferences. Whether you prefer a traditional face-to-face meeting or a virtual consultation, the team is ready to accommodate you.

The firm operates on an appointment-required or appointment-recommended basis, which allows them to dedicate their full attention to each client. This system ensures that when you arrive, you will have the undivided focus of the legal professionals, leading to a more efficient and personalized experience. It is always a good idea to schedule your visit in advance to ensure the best possible service. Their dedication to client convenience and comfort makes a tangible difference in the overall experience of planning for your future.

The services offered by MA Wills & Trusts are comprehensive, covering all aspects of estate planning and administration. They are well-versed in Massachusetts estate law and can guide you through a wide range of legal matters.

• Estate planning, with a specific focus on drafting wills and trusts in plain, understandable English.
• Estate administration and guidance through the entire probate process, including probate proceedings and probate court.
• Estate tax planning to help minimize tax burdens and preserve wealth for future generations.
• Creating and managing various types of trusts, including revocable living trusts, irrevocable trusts, family trusts, and supplemental needs trusts (also known as special needs trusts).
• Assistance with legal drafting and the creation of essential legal documents such as Durable Power of Attorney and Health Care Proxies.
• Comprehensive estate plan reviews to ensure your existing documents remain current and aligned with your life's changes.
• Guidance on a wide array of estate planning tools, including life insurance and the proper handling of retirement accounts.
• Advising on the division of assets and fiduciary law.
• Expertise in real estate matters as they relate to estate planning.

MA Wills & Trusts prides itself on several key features that set it apart. The firm is dedicated to providing a professional, friendly, and inclusive environment.

• Specialized Expertise: The firm's sole focus on estate planning allows them to offer a depth of knowledge that is unparalleled.
• Client-Centric Approach: The team’s commitment to using plain English simplifies the legal process and empowers clients to make informed decisions.
• Accessibility: The office is fully wheelchair accessible, with amenities like a wheelchair accessible parking lot and restroom, ensuring a comfortable visit for all.
• Convenience: Both on-site and online appointments are available, offering flexibility to suit your schedule.
• Inclusivity: The firm is LGBTQ+ friendly and a designated transgender safe space, creating a welcoming and respectful environment for everyone.
• Amenities: A restroom is available for client use, and there is ample free parking on-site.
• Professionalism and Empathy: As noted in client reviews, the team, including Joel Bernstein and Barbara Kelly, are known for their ability to simplify complex topics and provide compassionate guidance.

To learn more or to schedule an appointment with MA Wills & Trusts, you can reach them at their office in Lexington.

Address: 33 Bedford St, Lexington, MA 02420, USA

Phone: (781) 863-8606

Choosing the right legal professional for your estate planning needs is a deeply personal decision that can have a profound impact on your family's future. For residents of Massachusetts, MA Wills & Trusts is a compelling choice for several reasons. Their specialized and exclusive focus on estate law means you are working with a team that is not only knowledgeable but also deeply passionate about this specific area of legal practice. This dedication translates into meticulous attention to detail and a commitment to staying current on all relevant laws and regulations. As one client noted, the process was made "pleasant from beginning to end," highlighting the firm’s ability to ease concerns and make a complex process manageable.

The emphasis on clear communication is another reason why MA Wills & Trusts is worth choosing. Their effort to explain legal documents in "plain English" is not just a marketing slogan; it's a fundamental part of their client-first philosophy. This approach builds confidence and ensures that you have full control and understanding of your estate plan. The firm’s ability to simplify complex topics, as described by a client, is a testament to their professionalism and genuine desire to help families. They provide not just legal documents, but true peace of mind, knowing that your wishes will be "carried out after we die."

Furthermore, the firm’s commitment to accessibility and a welcoming environment sets them apart. From their wheelchair-accessible facilities to their status as an LGBTQ+ friendly space, they are dedicated to serving the entire community with respect and dignity. The convenience of both on-site and online appointments, along with free parking, makes the process as stress-free as possible. In a time when estate planning is more crucial than ever, MA Wills & Trusts offers a professional, empathetic, and highly competent partner to help you secure your legacy. Their positive client feedback speaks volumes about the quality of their service and the positive impact they have on their clients' lives.

MA Wills & Trusts

33 Bedford St, Lexington, MA 02420, USA