James P. Plitz

Attorney Jim Plitz has been my legal counsel since late 2013. Attorney Jim Plitz collaborated with both the Arizona probate court and the California tax consultants following death of a family member, an Arizona resident. I was executor of the probate and a resident of New Mexico employed full time... in Albuquerque. Mr. Plitz negotiated the extreme challenges of the lingering process of probate to closure. During this time, Mr. Plitz patiently guided completing of my personal trust so my family members would not have such a difficult time when I pass. Additionally during this time, a grandson in Texas died of melanoma, a young nephew in Colorado died in an accident, and out-of-state sister became ill. Her illness required selling her home to enable moving her to a facility. During our recent review/revision of my trust (after 3 years) I was diagnosed with three illnesses causing me to reevaluate some of my prior decisions. Attorney Plitz, assisted by his office manager/paralegal Heather, efficiently revised my trust to accommodate my intent. Mr. Plitz and paralegal, Heather, host regular question and answer seminars open to our community. I continue to benefit as a consumer of current and authentic legal information applicable to my estate and trust. Conversation and interaction between participants lend to continued engagement of all stakeholders at these seminars. Informative presentations by other community professionals, invited by Attorney Jim Plitz, have included: "what goes into a trust and how it works", guardianship, incapacitation, personal financial plans/reviews, personal and home insurance, tax planning/tax law changes, home health care, beneficiary dilemmas, trustee responsibility/choices, and planning our final services. Robust problem solving "stories" amongst seminar attendees are stimulating and continue my pursuit of legal "trust/estate literacy"!!!

After consulting with Mr. Plitz, regarding setting up our trust, I invited our in-laws to meet with him. I felt it would be the right move for our family, but I wanted the blessing of our son in law (Harvard business grad). As a result of this conference, our children not only agreed with our decisio...n, but then worked with Jim on their own estate plan. I have consulted with Jim several times since and found him willing and able to answer questions regarding the trust.

THANKS ENORMOUSLY, JIM, I am VERY relieved to see the corrected attachment. I am VERY relieved to have this much progress this week. I don't handle this sort of official not-so-trivial administrivia all that well, typically. You've made it RELATIVELY painless. And your timely responses have be...en a super surprise, given other experiences with other lawyers in a variety of situations. You are in danger of raising my estimation of SOME lawyers in my eyes. LOL. It is a pleasure to work with you--all the phone calls and email exchanges have been just the sort I'd like to have. Most welcome. You were personable, gracious, informed, understanding, perceptive, discerning, KIND, pleasant, forthright, candid, professional, practical, wise--wiser than your years, I'd say; thoughtful and just plain exceedingly helpful in all the ways I'd have asked for had I known what to ask for. LOL. Thanks enormously. Will plan to get you the copies back this evening or tomorrow. May God richly reward you and those you love for your kindnesses to me in this whole process. You have left me feeling negligible trepidation about going forward to set up my own late life trust. That's a huge relief. Of course, I couldn't think of doing it through/with anyone else but you, even though I have the prepaid legal service. I particularly appreciated your very down-to-earth layman's language in practical yet very professional terms. I didn't ever hang up the phone and have to wonder if there were double meanings or hidden aspects of what you'd laid out for me regarding the trust, the legalities, the critical and necessary factors etc. And, your professionalism and quick and ready knowledge gave me every confidence that your advice would stand up in any venue, context or test. I also greatly appreciated your candor about the legalities on one hand and the practicalities on the other when they were not always in sync. Dad's death left a huge hole in my life with lots of challenging decisions. However, from the beginning, you were a bright light of hope, peace, calm and functional effectiveness that I could lean very comfortably on in navigating the mine field evidently unavoidably left after such a death. Thanks more than I can express. God's best to you and yours. D B X