Based on 21 reviews
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Posted by Bill, a Trusts client, Flag
We had been looking for a lawyer to advise us on Estate Planning and set up a trust for our estate. We had seen James Voeller's ads in publications and after reviewing testimonials on the internet we decided he was the lawyer we needed. We did not go wrong. He has addressed all our concerns and answered any questions we have by email, phone or in person. Mr. Voeller and his staff are professional and knowledgably. We highly recommend The Voeller Law Firm for all your Estate Planning needs.
Posted by Katherine, a Estate Planning client, Flag
My husband and I needed to get our estate planning in order after years of putting it off. Mr. Voeller walked us through the process from beginning to end, providing candid and thoughtful insight along the way. We enjoyed our time with him - he was never in a rush or too busy to answer our questions. We now feel secure and well organized if the worse were to happen while our children are young. Worth every penny!
Posted by a Estate Planning client, Flag
We had a family member who moved to Texas and needed a revised estate plan. Our financial advisor recommended Jim and he did a superb job explaining the differences in Texas law and what the various estate planning options were for our family member. Jim's explanations utilized real life situations he has experienced in his practice regarding how different estate planning choices can create different outcomes, and what the implications are to the person's estate and their personal and financial affairs. Jim's office staff are kind, professional and discreet. My relative was very pleased with the new estate plan and the entire family feels very confident that the new plan is thorough, comprehensive and accomplishes our estate planning goals.
Posted by Mike, a Trusts client, Flag
We were referred to Jim Voeller by our financial adviser. Within the first 15 minutes of our conversation he knew exactly what we needed to protect our assets and any future stress on our children. Jim Voeller spent at least 2 hours discussing the benefits of putting all our community property into a Family Trust. He answered all of our questions without making us feel rushed or that he needed to move onto his next client. Once the documents were completed, he spent at least another 2 hours discussing the contents. He was extremely patient with the many questions we needed answered. The documents were presented to us in a very well organized and professionally designed binder. Thank you Jim.
Posted by a Trusts client, Flag
Jim helped us set up a Living Trust and transfer assets into it in order to bypass probate.
He is always available to answer questions on what to do in order to avoid loose ends.
Posted by Ron, a Estate Planning client, Flag
We were looking for a lawyer to advise us for estate planning, hoping to set up a trust with a will for protection of our assets. We also wanted to have a local lawyer and had seen Jim's office time after time. After reviewing testimonials on line, we decided to have a consultation with Jim. He was very patient and gave us great advice on what we needed to do in the first consultation. Approximately two weeks later we met with Jim, who explained our Revocable Living Trust and the associated documents. He also made sure we had the various powers of attorney we needed as well as the pour-over will. We had no experience prior to this, so it was a nice surprise to have this level of support from an attorney to explain what each document meant. Jim also was supportive in allowing that we can call at any time with questions, would be willing to take calls from our investment managers, etc. at no additional fees.
Posted by Joan, a Estate Planning client, Flag
We were new to Texas and were not familiar with Texas Estate Planning laws. Jim was recommended to us by two previous clients who recommended him very highly to us. We met with Jim for 2 hours initially and he told us about all of the information that he would need to develop a Living Trust for us. We were very impressed with his extensive knowledge of estate planning and probate law. He answered all of our questions and addressed all of our concerns. Jim is very methodical and puts together a very informative binder for each client which includes all of the data that he develops for his clients. We were also impressed with Jim's willingness to meet with you at a later date to answer any questions that may have come up while implementing your plan. We HIGHLY RECOMMEND HIM.
Posted by Mary Lou, a Estate Planning client, Flag
Jim was recommended to us by our Financial Wealth Advisor. We were not disappointed! Jim reviewed the various options available to us to protect our assets in the way that meets our need. We consulted with him for 1-2 hours initially and although our plans were to go back home and discuss whether we wanted to hire Jim, we hired him on the spot. His knowledge of estate planning was impressive, to say the least. He answered all of our questions and addressed all of our concerns. He was able to provide a solution for every situation which we felt were important. We scheduled a followup meeting with him to go over the estate planning binder which contains EVERYTHING we could imagine. He has offered to explain our plan with our children when they are in town. We feel his fees are reasonable based on the value we received. He is personable and very easy to talk to as well. Would highly recommend Jim for estate planning.
Posted by larry, a Trusts client, Flag
Jim made a scary process painless. We especially appreciated the way he explained everything in a way we could understand. He gathered the information, put it all together, even helped us with forms we'd need later - all the while keeping us informed and comfortable.
Posted by Ryan, a Estate Planning client, Flag
I initially sought out Mr Voeller for estate planning purposes as a result of him being well rated on Avvo. I was not disappointed. He was friendly and well informed. He took the time to explain everything regarding an estate plan and seemed to give advice that benefited me and my family rather than his firm. Because I liked Mr. Voeller so much, I also used him to create a LLC and a DBA. My second use of Mr. Voeller was also a pleasure. He was again well informed and took the time to explain everything to me. I have sent him several follow up questions via email and he has always taken the time to respond and has always done so within 24 hours.
Posted by P and CG, a Estate Planning client, Flag
Jim was exceptional and the process of setting up the living trust was fast and painless! He had a lot of good ideas and was extremely helpful. We will certainly recommend him to others.
Posted by Charles D, a Estate Planning client, Flag
Jim was very knowledgeable and helpful. Due to the unique circumstances of my request, Jim was extraordinarily helpful in expediting the creation of my documents. You can't beat Jim's knowledge and experience and he provided a lot of good insight that helped us to create very flexible and efficient legal documents.
Posted by Roger & June, a Estate Planning client, Flag
Jim was exceptionally thurough in obtaining initial information from my wife and I regarding out plans for our estate. He gave us a great deal of advise and not once criticisded for for our lack of knowledge, rather he used this lack a a vehicle to teach us more and then reinforced what we'd learned. We were in charge of making decisions but his advise was invaluable.
Posted by Patsi, a Trusts client, Flag
Mr. Voeller and his staff are professional, helpful, and thorough. We would recommend Mr. Voeller for all of your needs regarding the set up of living trusts. They assisted me in a timely manner and are always very helpful when I call with questions.
Posted by a Estate Planning client, Flag
My husband and I interviewed Jim Voeller, based on recommendation from local Edward Jones Financial Advisor, because we had need update previously established Living and Charitable Trusts. The attorney who originally drafted our Living Trust documents retired; his partner, with whom we had met, was not a good fit for us. We began interviewing estate planning attorneys within reasonable driving distance of our rural local.
After our initial consult/interview with Mr. Voeller, our impression was that this was an estate planning and asset protection attorney with whom we could establish a rapport/relationship. Throughout the process of bringing our Living Trust documents up to date to meet current needs, Mr. Voller was sensitive to our issues and goals. He offered options and pointed out the pros and cons of the options available. He did not overstate.
Most impressive: he listened. He took time to thoroughly understand our goals and preferences. He made his fee schedule clear, his staff was efficient. In addition to hard copy of our estate planning documents, he provided DVD copies for us to file in secure location and send to key players.
Posted by Jim & Betty, a Estate Planning client, Flag
Jim Voeller was kind, courteous, and respectful of our wishes. He was very knowledgable, answered all our questions and took us step by step through the Estate Planning process. We felt his fees were very reasonable.
We feel very confident that all our estate needs have been addressed. We absolutely would recommend Jim Voeller.
Posted by Alan, a Estate Planning client, Flag
Established estate plan/family trust for us. Taught us how to handle bank accounts, adult children's accounts also. Was very patient and answered questions in lay terms. Also set up irrivocable trust for elderly parents who could no longer handle their finances such that a CPA could pay their bills at the assisted living. Sent reminders for us to follow up and get accouts moved to the trusts.
Posted by Paul, a Trusts client, Flag
Jim was both effective and efficient. He took the time to explain things to me, responded to email and telephone correspondence promptly, and completed the entire transaction in about 3 weeks. I would use him again if need be.
Posted by Art, a Estate Planning client, Flag
After my wife died, I sought out an estate planning attorney that could quickly get my current wishes into a will and trust for grandchildren. He understood what I wanted, asked the right questions to complete his work and produced the necessary documents within a week and organized for those I will leave behind.
Posted by Joanne, a Estate Planning client, Flag
We hired Jim to handle estate planning for my father-in-law whose care needs and costs were steadily increasing. He set up a special needs trust, updated his Will and POAs, applied to the VA to increase my father-in-law's disability pension and recommended a financial advisor to help us invest the proceeds from the sale of his house. Everything was covered, soup to nuts, and because of the special needs trust, my father-in-law's VA disability pension was doubled and will now, along with his other pension and social security, cover just about all of his long term care. We are very pleased. Jim is very competent and professional and always available to answer questions.
Posted by John Timms / Isabelles European Day Spa, a Estate Planning client, Flag
Mr Jim Voller's legal advice and preparation of all neccessary legal documents has I feel protected my family, and business, from any potential problems caused by dying (which we all do). I feel that should something happen to either myself, my wife, or both , my interests and wishes will be served by the execution of pre-positioned aggreements and documents (Living Trust). I feel Mr Voller has more then adequately addressed my concerns for my family, chilren, and other eventualities. He is an individual with Ethics. He's a man I trust without reserve, and has always been there for me when I've had questions.