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The Estate Planning Process Within Our Office


Bernstein Law Office Process
Initial Consultation– our first meeting where you  educate us on what’s important to you, and we educate you on the law and its impact on you and your loved ones.

Design Meeting– if you and the firm agree to move forward, we will meet to design a customized plan to achieve your goals.

Confirmation Letter– after your design meeting, we will send for your review a confirmation letter that outlines the choices you’ve made.

Review & Signing Meeting– you will come in to review your plan and sign your documents.

Delivery & Funding Meeting– the originals of your plan documents will be given to you.  For our trust clients, the critical step of re-registering and re-titling your assets into your trust will be detailed.

Life’sWorkProtection Plan™Program-for our trust clients, your fee includes a 1-year membership in our unique program.

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