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Helena Sue Mock

Estate planning Attorney at Williamsburg, VA

5.0   23 reviews
Virtual consultation available
Virtual consultation available
  • State Years
    North Carolina - NC 2 years
    Virginia - VA 23 years
  • Licensed for 2 years
    State NC
    Acquired 2021
    Status
    Active No misconduct found
  • Licensed for 23 years
    State VA
    Acquired 2000
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Helena

Learn Helena’s areas of practice.

3
Practice areas
  1. Estate planning
    60%
    Works with clients in establishing revocable, irrevocable & charitable trusts, LLCs & FLPs. Drafts buy-sell agreements, shareholder agreements, marital agreements, wills, powers of attorney, medical directives, living wills, and other estate planning documents necessary to protect clients both during lifetime and at death. Advises clients on methods available for sheltering assets from income, gift, estate & GST transfer taxes, and helps clients in preserving wealth for future generations.

    24 years

  2. Probate
    30%
    Guides clients through the process of administering trusts and estates and often serves in the capacity of executor or trustee. Handles guardianship appointments and subsequent court-mandated reporting.

    24 years

  3. Business
    10%
    Handles all facets of expansion, succession and exit planning. Advises and drafts documents necessary to add partners, protect value of client interests, and plan for transition, succession, and retirement to include advising on tax impact.

    15 years

HELPING CLIENTS PROTECT THEIR ASSETS & PLAN FOR THE FUTURE.

I have lived in the Williamsburg area for over 25 years and find Williamsburg a wonderful place to live and raise a family.  I am a veteran of the U.S. Army, and my husband is retired from the Army.  We have two children, ages 20 and 24. Our daughter attends Thomas Nelson Community College, and our son is in Law School at Wake Forest University. We live in Ford's Colony.  I founded my law firm in 2010 to assist individuals and families in preparing for all of life's transitions.  My firm is cient-focused, and our only goal is to do the best job we can for our clients.  Relationships are most important, and we view our clients as members of our extended families.  We want clients to feel comfortable and confident that we will be there for them when needed.  We are located in Williamsburg in the Busch Corporate Center. 

Awards

Client's Choice 2016,2015
Client's Choice
2016 2015

Location

The Peninsula Center for Estate and Lifelong Planning
461 McLaws Circle
Suite 2
Williamsburg, VA, 23185-5674

Reviews

5.0 / 5.0
  23 customer reviews
5 Star
 
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4 Star
 
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3 Star
 
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Client's Choice 2016
Client's Choice
Client's Choice is an Avvo award granted to attorneys with a significant number of client reviews over 4 stars in a given year.
Posted by Marion | May 2, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent lawyer and staff
Helena Mock and her staff impressed us throughout the process of creating a trust for my husband and me. Every person at TPC demonstrated the perfect balance of professionalism, organization, warmth, and caring, helping us get through the process easily and fairly quickly. I would highly recommend TPC and Helena Mock, Esq. to anyone.
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Posted by anonymous | April 13, 2016
This review is from a person who hired this attorney.
| Hired Attorney
User Friendly
I had a trust drawn up with TPC. This law firm goes beyond the friendly and comfortable environment. They communicate in a manner that is clear and understandable to the layperson and are very understanding and answer any questions. I enjoy thier help and will use them everytime I need legal services.
Posted by Jennifer Hindman | August 2, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Trust Planning with Ease
During the trust creation process, Helena Mock and Cathy Sears navigated our through the various topics, patiently and thoroughly answered our questions, and prepared various associated documents. We appreciated the pacing that allowed time for reflection, questions, and document review. From the paralegals to the attorneys named above, collegiality evident was evident as they engaged in client-focused work.
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Posted by Mary | March 23, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Professional and Sensitive
Ms. Mock worked with me to prepare a special needs trust to take care of my son in the future. Everyone with whom I dealt handled the task with the utmost professionalism and sensitivity to my son's special needs. My questions and concerns were dealt with in an expeditious and clear manner. I probably asked some questions more than once; each time the response was respectful as well as enlightening. This was a task to which I wasn't looking forward. Had I known how smoothly Ms. Mock and her staff handled the process, I would have taken care of this matter much earlier. I look forward to working with this group as time progresses and changes will inevitably have to be made.
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Posted by Robert | February 7, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Estate Document Update
This was our third engagement with TPC over the last 12 years. This time a complete restating of our Charitable Trust was needed, We were impressed throughout the nearly four-month engagement with the professionalism, knowledge, focus and depth of experience that the TPC Team brought to our effort. Helena, assisted by Cathy, Valerie and Barbara all contributed to what we fell was a very successful engagement.
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Posted by Marilyn | June 23, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Excellent service; highly recommend
We have been working with Helena and her staff since 2008. Helena did our original estate plan & we have consulted her multiple times since for modifications/updates. Helena & the entire staff of The Peninsula Center are very knowledgeable, professional & dedicated. We would not hesitate to recommend The Peninsula Center to friends & family.
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Posted by anonymous | April 25, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Estate Administration
We are sincerely grateful to Helena Mock and her staff for all their hard work. This is was an extremely hard estate administration. They were professional and dedicated and I could not have done it without them. They made it easier to deal with my loss.
Posted by Jeff and Terri | February 24, 2019
This review is from a person who hired this attorney.
| Hired Attorney
Jeff and Terri Barras
Helena and her staff were incredibly professional, punctual and reasonable for our estate planning. We highly recommend her!
Posted by anonymous | July 27, 2017
This review is from a person who hired this attorney.
| Hired Attorney
I highly recommend Helena Mock for your Estate Planning.
I met Ms. Mock 10 years ago and she walked me through, helped me understand the difference between a Will and Trust and which best served my needs. Recently I needed to update and make changes to my Trust. I have peace of mind knowing that my final wishes are taken care of and my family will not be burdened. The respect and care given by Ms. Mock and her staff were wonderful. All my questions were answered. I would highly recommend Helena Mock for your Estate Planning.
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Posted by Rob | October 26, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Excellent attorney
Helena is both knowledgeable & caring. She recently updated our documents (which she prepared several years ago). Her work was every bit as good as the work done by the large firm from which I had retired. I would trust her to handle anything for us.
Posted by Henry | October 16, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding Firm
We recently did a complete overhaul of our estate documents, having recently moved to Virginia from another state. Over the years, we have worked with many estate planners and attorneys in several states, and Helena Mock and her staff rank among the very best. Helena is able to discuss the law at any level of complexity and is friendly and congenial and a pleasure to work with. I have no reservations about recommending her and her staff to anyone needing estate planning advice.
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Posted by Terry | May 6, 2016
This review is from a person who hired this attorney.
| Hired Attorney
Very pleased
My husband and I worked with Helena Mock to update our wills--basically, to write new ones, since we had recently moved into Virginia, and our wishes had changed since we had written the original wills. We were very impressed with Ms. Mock and her staff. Everyone was very professional and knowledgeable. The work was done in an efficient manner, and the pricing was reasonable. We also created powers of attorney, medical powers of attorney, and living wills. Everything was done professionally and efficiently. Of course, we won't know if there are any problems until one of us dies! But I did run into a friend in my community who worked with Ms. Mock and whose husband had passed away a couple years ago. This friend thought the firm had done a wonderful job for her and her husband, and that they had been very supportive and empathetic after her husband's passing.
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Posted by Caroline | August 15, 2015
This review is from a person who hired this attorney.
| Hired Attorney
Professional, knowledgeable, friendly
My husband and I had comprehensive estate planning documents drawn up (wills, POA, medical POA, HIPPA). I feel secure knowing it was all done correctly and that Ms. Mock and her firm stand behind their work and will support my family if there is any related future legal issue. Honestly, I've had less expensive service, but I've realized this is NOT the place to cut corners. Now I feel my family is protected.
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Posted by Elizabeth | July 20, 2015
Support for Widow
My husband passed away on 9/22/2013, and I am very pleased with all the professional assistance I have received from Ms. Mock and her staff. Ms. Mock assisted me during a tough time in my life-the lost of my spouse. She was empathic and supportive. Also her office helped my adult daughter with her will and important papers. I strongly recommend Ms. Mock and her excellent staff.
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Posted by anonymous | June 23, 2015
Top Notch Service!
Helena Mock and her team are top notch estate planning professionals. My wife and I have utilized her services, and we recently referred other family members to her for estate planning, advanced directives and durable power of attorney processing. We have always experienced prompt and high rated service. She is among the best in the area!
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Posted by Joseph | March 5, 2015
A Lawyer's Lawyer
My wife and I are both attorneys in Newport News. Being in practice, we know who the best of the best are and, without hesitating, had Helena handle our family estate planning. Helena and her staff are excellent.
Posted by Ralph | February 17, 2015
H. Mock did excellent work.
Helena Mock did a thorough and totally satisfactory job for us. We are a retired couple. We have two daughters, and a grandson with Autism. She prepared our trusts, wills, powers of attorney, etc., etc. Such had not be done for twenty years, so it was a complete re-working. Great!
Posted by Tom | September 4, 2014
Patient, Efficient, Efficacious Service
I begin with three caveats: My wife and I lack expertise on estate planning and elder law; our finance and property situations are not complex; our ratings also reflect our experience with Helena's staff, including legal writing. We reduced our search to three firms and decided to approach Attorney Mock first. Pro bono work and mentoring law students figured in our assessment as did the response to a question posed to a very knowledgable and highly respected professor of law. " Who is your Attorney?" Helena Mock. Within just a few minutes of our initial meeting, Attorney Mock cleared up a few misconceptions we had, arrived quickly at the essential matters we needed to address, and suggested the most simple and efficacious course of action, which was also the least expensive. What's not to like. The principal challenge we posed was that our good intentions regarding agents actually created a number of potential problems, workable options with pros and cons were suggested, and comfortable resolutions developed. We also presented challenges regarding words and phrases in our advanced directives. Our perspective is very different than that of our state legislature, and we got good help regarding dementia provisions and provisions for avoiding medically unnecessary procedures. Attorney Mock worked with her legal writing staff to advance our interests while respecting current law and legal interpretations to date. In sum, we are pleased with our choice of of Helena Mock and her firm and with the work she and they did on our behalf. We recommend her and The Peninsula Center for Estate Planning and Elder Law to anyone requiring their area of legal expertise. We will certainly return to them as the need arises.
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Posted by Eva | September 3, 2014
OUTSTANDING
After filling out preliminary paperwork, I met with Helena Mock regarding my Estate Planning. Although I already had a will, power of attorney, medical directives, etc., I realized it was critical that I establish a Trust in order to protect my assets for my family. After meeting with the attorney, she immediately answered all my questions and provided exceptional and professional advice regarding my Trust and additional documentation required. I was extremely pleased with this attorney and her staff and would highly recommend them to anyone needing Estate Planning. It is such a comfort to deal with an office where you know your needs will be completely met with confidentially and complete competence.
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Posted by Helen & Bruce | June 23, 2014
Very Professional and Responsive
We had been putting off our estate planning for years. Ms. Mock made the process extremely easy. Her entire staff was very supportive. We can now feel comfortable that our estate will be distributed as we intend and not based on what some law says.
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Cost

Rates
  • Hourly Rates $ 150-395 per hour
Payment methods
Cash, Check, Credit Card

Resume

AVVO RATING 10.0 (Superb)

Work Experience

  • Managing Attorney / Owner
  • The Peninsula Center for Estate and Lifelong Planning
  • 2010 - Present
  • Adjunct Professor of Law
  • William & Mary Law School
  • 2004 - 2019
  • Attorney - Partner
  • Jones, Blechman, Woltz & Kelly, P.C.
  • 1999 - 2010

Education

  • College of William & Mary, Marshall-Wythe School of Law
  • JD - Juris Doctor
  • 2000
  • Old Dominion University
  • MA - Masters
  • 1996
  • University of Maryland - European Division
  • BA - Bachelor of Arts
  • 1992

Associations

  • Williamsburg House of Mercy Board of Directors
  • Board Member, Officer
  • 2016 - Present
  • Dream Catchers
  • Advisory Board Member
  • 2012 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 2009 - Present
  • Williamsburg Bar Association
  • Member
  • 2001 - Present
  • Peninsula Estate Planning Council
  • Member
  • 2001 - Present
  • Virginia Bar Association
  • Member
  • 2001 - Present
  • Virginia State Bar
  • Member
  • 2000 - Present
  • Peninsula Estate Planning Council
  • President
  • 2017 - 2018
  • Peninsula Estate Planning Council
  • 1st Vice President
  • 2016 - 2017
  • Peninsula Estate Planning Council
  • 2nd Vice President
  • 2015 - 2016
  • Mary Immaculate Hospital Board of Directors
  • Secretary
  • 2015 - 2016
  • Life Planning Law Firms Association
  • Member
  • 2015 - 2019
  • Peninsula Estate Planning Council
  • Treasurer
  • 2014 - 2015
  • Mary Immaculate Hospital
  • Board of Directors
  • 2013 - 2016
  • Peninsula Estate Planning Council
  • Secretary
  • 2013 - 2014
  • Newport News Bar Association
  • Member
  • 2002 - 2011
  • Avalon - A Center for Women and Children
  • Secretary
  • 2002 - 2003
  • Newport News Bar Association
  • Treasurer
  • 2002 - 2007
View all associations

Languages Spoken

  • English

Honors and Awards

  • Estate Law Specialist
  • National Association of Estate Planners & Councils
  • 2021
  • Super Lawyer
  • Virginia Super Lawyers
  • 2021
  • Virginia & West Virginia Top Attorney
  • SuperLawyers
  • 2021
  • Client Champion
  • Martindale-Hubbell®
  • 2021
  • Super Lawyer
  • Virginia Super Lawyers
  • 2020
  • Client Champion
  • Martindale-Hubbell®
  • 2020
  • Top Lawyer
  • Coastal Virginia Magazine
  • 2020
  • Top Lawyer
  • Coastal Virginia Magazine
  • 2019
  • Super Lawyer
  • Virginia Super Lawers
  • 2019
  • Top Lawyer
  • Coastal Virginia Magazine
  • 2018
  • 10 Best Estate Planning Attorneys - Virginia
  • American Institute of Legal Counsel
  • 2018
  • Super Lawyer
  • Virginia Super Lawyers
  • 2018
  • Virginia's Exceptional Lawyers
  • Richmond Magazine
  • 2017
  • Super Lawyer
  • Virginia Super Lawyers
  • 2017
  • Super Lawyer
  • Virginia Super Lawyers
  • 2016
  • Accredited Estate Planner
  • National Association of Estate Planners & Councils
  • 2016
  • Legal Elite
  • Virginia Business Magazine
  • 2015
  • Top Lawyer
  • Virginia Coastal Magazine
  • 2015
  • Client Distinction Award
  • Martindale-Hubbell®
  • 2015
  • Super Lawyer
  • Virginia Super Lawyers
  • 2015
  • Top Lawyer
  • Worldwide Registry
  • 2014
  • St. George Tucker Adjunct Professor of Law
  • William & Mary School of Law
  • 2014
  • Super Lawyer
  • Virginia Super Lawyers
  • 2014
  • Super Lawyer
  • Virginia Super Lawyers
  • 2013
  • Client Distinction Award
  • Martindale-Hubbell®
  • 2013
  • Attorney Accreditation
  • Department of Veterans Affairs
  • 2011
  • Legal Elite
  • Virginia Business Magazine
  • 2009
  • Virginia Rising Star
  • Virginia Super Lawyers
  • 2008
  • Legal Elite
  • Virginia Business Magazine
  • 2008
  • Virginia Rising Star
  • Virginia Super Lawyers
  • 2007
  • Legal Elite
  • Virginia Business Magazine
  • 2007
  • Legal Elite
  • Virginia Business Magazine
  • 2006
  • Legal Elite
  • Virginia Business Magazine
  • 2005
  • Legal Elite
  • Virginia Business Magazine
  • 2004
View all awards

Speaking Engagements

  • Protecting Assets While Qualifying for Medicaid
  • Using Special Needs Trusts
  • 2019
  • Protecting Assets While Qualifying for Medicaid
  • Trust-Based Medicaid Planning
  • 2019
  • Protecting Assets While Qualifying for Medicaid
  • Applying for Medicaid
  • 2019
  • Protecting Assets While Qualifying for Medicaid
  • Pre-Need Asset Planning
  • 2018
  • Medicaid Planning
  • Top Medicaid Planning Techniques
  • 2016
  • 61st Annual William & Mary Tax Conference
  • Special Family & Lifestyle Tax Issues
  • 2015
  • Virginia Caregiver Coalition
  • Elder Law Issues for Family Caregivers
  • 2014
  • Top Estate Planning Techniques
  • Top Post-Mortem Planning Techniques
  • 2014
  • Top Estate Planning Techniques
  • Special Needs Trusts
  • 2014
  • The Probate Process from Start to Finish
  • Determining if the Spouse's Elective Share is a Reasonable Option
  • 2013
  • The Probate Process from Start to Finish
  • Maintaining an Ethical Balance in Probate Practice
  • 2013
  • Community Action Plan on Aging
  • Estate Planning in the Digital Age
  • 2012
  • Trusts 101
  • Trust Planning
  • 2010
  • Top Estate Planning Techniques
  • Estate Planning
  • 2009
  • The Probate Process from Start to Finish
  • Estate Administration Issues
  • 2008
  • Elder Care in Virginia: Legal & Financial Issues
  • Elder Law Issues
  • 2005
  • How to Protect Assets During Life and Avoid Estate Tax at Death in Virginia
  • Estate Taxes
  • 2004
  • The Probate Process for Virginia Paralegals
  • Estate Administration
  • 2003
View all speaking engagements

Attorney endorsements

Received (6)
Given (10)
Endorse Helena
Estate planning Attorney | Jul 26
Relationship: Fellow lawyer in community
"Helena is a true professional and advocate for her clients. I have referred clients to her over the years and have always been pleased with the results. I am pleased to endorse her practice,"
Estate planning Attorney | Nov 05
Relationship: Worked together on matter
"Helena is a wonderful attorney who values personal relationships with her clients and peers. She has the utmost integrity and I highly recommend her services."
Estate planning Attorney | Nov 19
Relationship: Fellow lawyer in community
"I endorse this lawyer. Helena is very personable and does excellent work for her clients."
Estate planning Attorney | Jan 20
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Feb 08
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Estate planning Attorney | Dec 23
Relationship: Co-worker
"I endorse this lawyer's work."
View more endorsements
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Williamsburg Estate planning Lawyer Helena Sue Mock
Helena Sue Mock
Estate planning Attorney
Williamsburg, VA
Licensed for 23 years
Virtual consultation available