Roger S. Helman

Roger S. Helman

also known as Roger S. Helman, J.D., CFP, KEWEENAW ESTATE PLANNING, PLC

5.0
Rating: 6.8

Licensed for 31 years

Estate planning Lawyer at Hancock, MI
Practice Areas: Estate Planning, Real Estate, Probate

216 Quincy Street, Hancock, MI

About Roger

Practice Areas

3

Practice Areas

Estate Planning 85%

My objective is to educate the client so that they can make an informed decision regarding these critically important and often ignored or over-simplified issues. This is my primary area of concentration, and I am genuinely concerned about my clients and their estate planning endeavors.

32 years | 651 cases

85%
Real Estate 10%

Buying or selling a home can be a difficult and confusing process. It is compounded by the fact that it typically involves a substantial amount of money. Standard purchase agreements do not cover everything, and there are also money saving strategies available, particularly to sellers, that brokers do not offer. My goal is to provide my client with the peace of mind that everything will be handled properly and timely, with their best interests in mind.

32 years | 132 cases

10%
Probate 5%

My goal is to handle all probate administration matters in an efficient and timely manner. Often these issues do not receive the attention that they deserve, and, as a result, take much longer than necessary. I make every effort to close an estate quickly, while providing guidance to the personal representative (executor) every step of the way.

32 years | 63 cases

5%

Fees and Rates

Cost

Hourly Rates

$ 250-250 per hour


Payment Methods

  • Check

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Licenses

Licensed in Michigan for 31 years

State: Michigan

Acquired: 1994

Active in Good Standing

No misconduct found

Location

Keweenaw Estate Planning, PLC

216 Quincy Street, Hancock, MI, 49930

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Roger S. Helman's Reviews

Avvo Review Score

5.0 /5.0

3 Client Reviews

5 star (3)
4 star (0)
3 star (0)
2 star (0)
1 star (0)

Posted by Peggy | June 2, 2018 | Hired Attorney

This review is from a person who hired this attorney.

Roger S. Helman

Roger Helman recently helped my husband and I establish wills, general and medical POA's and a family trust. His exerience and expertise in estate planning were evident. He was very accessible for answering questions and completed these legal documents for us in a reasonable amount of time.

Posted by Brent | May 19, 2010

Review for Roger Helman

Roger is competent, prompt, and easy to work with. We have been extremely satisfied with the quality of his legal services.

Posted by Jean | April 27, 2010

Roger S. Helman

Both my husband and I were pleased with the information provided by Roger Helman in response to a need to revise a previous trust. He not only responded to our concerns but also pointed out areas that we had not questioned before. This was extremely helpful.

See All Client Reviews

Roger S. Helman's Lawyer Endorsements

Endorse Roger
Timothy M. B. Farrell headshot
Timothy Farrell

Trusts lawyer | Oct 13

Relationship: Worked together on matter

"I endorse this lawyer."

View All Endorsements

No Endorsement Data Available Yet
This attorney hasn't created any attorney endorsements recently on Avvo.

Experience

Rating:  6.8 (Good)

Work Experience

2015 - Present

Principal, Keweenaw Estate Planning, PLC

1996 - 2015

Principal, Law Office of Roger S. Helman, Esq., PLC

1994 - 1996

Associate, Drolet Freeman Preston & Cotton PC

1991 - 1994

Law Clerk, Drolet Freeman Preston & Cotton PC

1989 - 1991

Assistant Manager, Old Kent Bank & Trust Company

Associations

2008 - 2015

Portage Health Foundation

Director

1999 - 2010

Keweenaw Community Foundation

Professional Advisor

Education

2001

College for Financial Planning

CFP Program

1994

University of Detroit Mercy School of Law

JD - Juris Doctor

1989

University of Michigan

BA - Bachelor of Arts

Speaking Engagements

2010

October "Lunch and Learn"

Estate Planning

2010

Michigan Technological University

Business Law

2009

Finlandia University

Personal Financial Planning

Languages

English

Avvo Rating

Our Rating is calculated using information the lawyer has included on their profile in addition to the information we collect from state bar associations and other organizations that license legal professionals. Attorneys who claim their profiles and provide Avvo with more information tend to have a higher rating than those who do not.

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  • Experience & background Years licensed, work experience, education
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Avvo Rating Levels
10.0 - 9.0 Superb8.9 - 8.0 Excellent7.9 - 7.0 Very Good6.9 - 6.0 Good5.9 - 5.0 Average4.9 - 4.0 Concern3.9 - 3.0 Caution2.9 - 2.0 Strong Caution1.9 - 1.0 Extreme Caution