Joseph H. 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.

My husband and I came prepared with a lot of questions. Joe was very helpful in explaining the attributes of creating a trust versus a will. He also explained, in plain terms, some of the more convoluted sections that were not clear. We walked away after the signing feeling better prepared for the fu...ture.

Atty. Helm was awesome to work with when drawing up our trust. After listening to our particular situation, he offered several alternatives, explained the pros and cons of each choice and coached us toward the best decision for us. He made himself available to answer any questions we had and explai...ned things in easy to understand terms. His knowledge and easy going, yet profession approach, made the process painless.

I went to Joe for my will and trust update. He was recommended by several of my work peers. He was so efficient!!! He clearly explained how the process would work. One easy consultation followed by document signing with my wife. 15 mins and done!! I really liked Joe's style and manner. I would... recommend him to anyone needing will & trust consultation. Thank you Joe!!