• Jodi M. Bernstein

What is in an Estate Plan

At a minimum... A will-based estate plan includes:

  • A Will  (sometimes a Trust)

  • A Power of Attorney for Finances

  • A Health Care Power of Attorney / Living Will


Recent Posts

See All

I do not begin work until after you have signed a written fee agreement. When I draft your Estate Plan documents,  I work on a flat fee basis, so after we agree on what you want me to do, you will kno