Robert Weinstein has more than thirty years of experience as an estate planning attorney in the greater Boston area. His practice is limited to estate planning, elder law and probate and estate administration matters, including planning for protecting assets against the costs of catastrophic illnesses and nursing home expenses. While Bob’s clients expect the technical proficiency he brings to the estate planning process, he knows that it takes much more than that to deliver truly exceptional service to his clients.
Most clients consider that the primary goals of estate planning are to know that their loved ones will be safe and secure following their death and to avoid any unnecessary estate tax or legal expenses. Bob brings a unique approach to the estate planning process by first focusing on each family’s particular circumstances, relationships and priorities. The process always begins with a very personal, yet comfortable conversation about “what’s going on in the family”. Bob believes the most important part of the process is to learn about the specific concerns that each client has about each member of the family. Every family is different and Bob has an uncanny ability to help clients feel immediately comfortable talking about difficult family issues.
“I have learned over the years that being a good listener is the most important part of my job as an estate planning attorney. It is the listening that allows me to know who my client really is and what he or she is most concerned about. Really hearing and understanding each client’s “family story” is what enables me to design an estate plan that truly meets that client’s goals. The process we go through has also allowed me to build lasting relationships with my clients and their families.”
Bob has a strong commitment to personal attention, compassion and professionalism. He is particularly proud that he has been able to build lasting relationships with his clients and their families, as well as their professional financial advisors, and that his clients and their advisors often recommend him to their family, friends, clients and colleagues.