Joseph H. Helm

We are entirely satisfied with the work Mr. Helm did fir us in making our estate plan. He told us the cost up front and what that would include. All through the process everything was well organized and clearly explained. At the signing of the legal documents he carefully walked us through what we ...were signing and how our survivors should handle them when the need arises. He provided us with a nicely organized 3-ring binder with all the steps outlined for our survivors and trustees. The entire process was professional and made convenient and easy, and we think the cost was reasonable considering the work involved.

We reached out to Atty Helm for a long over due estate plan. Joe Helm and his team made the process easy, comfortable and understandable every step of the way. We felt a bit embarrassed/intimidated because we procrastinated on getting this done. Joe Helm couldn't have been kinder or more patient thr...ough the entire process. It was a small price to pay for the peace of mind knowing our estate will transition smoothly to our beneficiaries! I'm confident this is one of the best decisions we have ever made! Thank you Joe Helm!

My husband and I worked with Joe Helm on a trust. He was extremely knowledgeable, efficient and organized. Most importantly, he was very personable and made it easy for us to understand his responses to our questions. We came away with everything in order in a neat binder, and the peace of mind kn...owing our estate will be handled according to our wishes. Great experience all around!

Joseph walked us through and gave us the assignment to locate all our assets and other related matters to create a trust. When it was completed he had premade documents ready for us to deliver to our various financial accounts to convert our secondary or contingent beneficiary to the trust instead o...f forgetting having both spouse pass and then determine who should handle the account through the courts. He also made sure we had the health care and medical power of attorney documents. When completed he presented us a binder that my family can use to walk through upon the death of the second spouse. It simplifies and organizes all the things the representative needs to do upon our death. His Assistant Kathryn was super good about keeping us focused on our tasks and removing barrier to get things documented. He made it as easy as possible and I'm confident my family will not have legal difficulties with the estate when we are both gone.