Joseph H. Helm

Joseph H. Helm

also known as Joe Helm

5.0
Rating: 8.5

Licensed for 42 years

Trusts Lawyer at Menomonee Falls, WI
Practice Areas: Trusts, Estate Planning, Wills & Living Wills

N88 W16783 Main St, Menomonee Falls, WI

About Joseph

Biography

Practice Areas

3

Practice Areas

Trusts 50%

Revocable Living Trusts, Irrevocable Trusts, Life Insurance Trusts, Charitable Trusts

43 years

50%
Estate Planning 30%

Elder Law, Wills Trusts, Guardianship

43 years

30%
Wills and Living Wills 20%

Wills, Advance Directives, Financial Power of Attorney, Healthcare Power of Attorney

43 years

20%

Fees and Rates

We have not found any cost information for this lawyer


Looking for an attorney? Avvo can help.

search module image

Search our directory

Quickly connect with top attorneys through our legal directory to get help with your legal issue.

chat module image

Avvo's live chat agents can help coordinate a consultation with a local attorney.

Chat with a live agent who can match you with the right attorney for your legal needs.

Chat with

Licenses

Licensed in Wisconsin for 42 years

State: Wisconsin

Acquired: 1983

Good Standing

No misconduct found

Licensed in Illinois for 41 years

State: Illinois

Acquired: 1984

Retired

No misconduct found

Licensed in Indiana for 42 years

State: Indiana

Acquired: 1983

Retired

No misconduct found

Location

Mclario, Helm & Bertling, Sc

N88 W16783 Main St, Menomonee Falls, WI, 53051

Ad

Transform legal challenges into solutions.

Connect now to review your situation.

The Avvo Rating explained

display-bg

The Avvo Rating explained

Joseph H. Helm's Reviews

Avvo Review Score

5.0 /5.0

118 Client Reviews

Filter Avvo Reviews (118) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 6 - 10 of 20 reviews | General Knowledge

Posted by Sandy | September 03, 2019 | Hired Attorney | Estate Planning

Estate Planning

My husband & I were in need of finding a reputable attorney to update our estate documents. Joseph "Joe" Helm came recommended from our financial adviser. We made initial contact and he was quick to respond. We're glad we chose Joe. He is respectful, knowledgeable, personable and speaks in terms y...ou can understand. Very organized. His knowledge in guiding us through the updating process was thorough. He explained the process clearly & answered any questions so we could make an informed decision. The paperwork process was pretty painless. He made us feel welcome when meeting with him. We are confident we made the right choice in choosing Joe.

Posted by William and Joy Powers | August 10, 2019 | Hired Attorney | Wills & Living Wills

Excellent

Used Mr Helm for will preparation. Very professional covered all bases staff also great. We never had to use a lawyer before for anything so we didn't know what to expect but we're very pleased with everything. Thank you

Posted by anonymous | April 24, 2019 | Hired Attorney | Estate Planning

Joyce

Attorney Joe helm was very helpful with our estate planning. He was very knowledgeable and professional . We were very satisfied and would highly recommend him for any estate planning.

Posted by Paul | May 15, 2017 | Hired Attorney | Estate Planning

Will and Trust

My wife and I knew we needed protection for our assests by a will/trust but did not know were to begin. We attended a free 2-3hr seminar hosted by VCY radio in Milwaukee and that was the best 2-3hrs we spent relating to our concerns. It was like drinking from a fire hydrant, there was so much informa...tion presented in a no pressure-none sales pitch way that we made an appointment to meet attorney Helm. Prior to our meeting we were sent a pre-informational packet that we had filled out to our first meeting. We had a one hour first meeting, paid his fee which initiate the contract to complete a Joint Revocable Living trust, power of attorney, healthcare power of attorney, HIPAA release, last will and testament, marital property agreement, declaration to physician. He helped my wife and I navigate the legal complexities and what was best for our financial position, which is different for everyone. It was a seamless process and my wife and I would recommend his law firm to anyone. He also helped my in laws who were already in their Late 70's navigate all their last will requests with respect, dignity and trust.

Posted by anonymous | April 20, 2017 | Hired Attorney | Estate Planning

Excellent Experience

Attorney Helm worked with us to develop our estate plan. We had a prior trust but relocated to Wisconsin and needed to make several changes, so we hired him to assist us. He completed the estate plan with our trust and living will sooner than we anticipated. He and his staff were very helpful and K...nowledgeable. His assistant answered all of our questions promptly. I would recommend him to others for estate planning.

See All Client Reviews

Joseph H. Helm's Lawyer Endorsements

Endorse Joseph
Alan L Spiegel Jr. headshot
Alan Spiegel

Trusts lawyer | Apr 06

Relationship: Fellow lawyer in community

"I endorse Joe. He is an extremely competent lawyer who practices with integrity."

Jaymes Fenton headshot
Jaymes Fenton

Unknown lawyer | Apr 05

Relationship: Fellow lawyer in community

"Atty. Helm is an expert in Estate Planning. His years of experience ensure quality preparation of the trusts and wills he creates for his clients. I endorse this lawyer."

View All Endorsements
David E. Wells headshot
David Wells

Probate lawyer

Jeff Hughes headshot
Jeff Hughes

Family lawyer

Michael L. Bertling headshot
Michael Bertling

Personal injury lawyer

Jaymes Fenton headshot
Jaymes Fenton

Criminal defense lawyer

Alan L Spiegel Jr. headshot
Alan Spiegel

Family lawyer

Experience

Rating:  8.5 (Excellent)

Honors

2021

Distinguished, Martindale-Hubbell

2020

Distinguished, Martindale-Hubbell

2020

Client Champion Award, Martindale-Hubbell

2019

Peer Review Rated, Martindale-Hubbell

2018

Distinguished, Martindale-Hubbell

2017

Client Rating, Martindale-Hubbell

2016

Peer Review Rated, Martindale-Hubbell

2016

Client Rating, Martindale-Hubbell

Work Experience

1983 - Present

Partner, Mclario, Helm & Bertling, Sc

Associations

1983 - Present

State Bar of Wisconsin

Member

2015 - 2018

Village of Menomonee Falls, WI

President

1984 - 2018

Illinois State Bar Association

Member

1983 - 2018

Indiana State Bar

Member

Education

1983

Valparaiso University School of Law

JD - Juris Doctor

1980

Bob Jones University

BA - Bachelor of Arts

N/A

University of Wisconsin, Eau Claire

N/A

University of Wisconsin, Oshkosh

Speaking Engagements

2017

Numerous conference annually

Estate Planning

Publications

1990

Wisconsin Lawyer ADR: An Alternative for Settling Civil Disputes

1983

Valparaiso University Law Review Editor

1982

Valparaiso University Law Review Editor

Languages

English

Spanish

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.

What determines Avvo Rating?
  • Experience & background Years licensed, work experience, education
  • Legal community recognition Peer endorsements, associations, awards
  • Legal thought leadership Publications, speaking engagements
  • Discipline Disciplinary information may not be comprehensive, or updated. We recommend that you always check a lawyer's disciplinary status with their respective state bar association before hiring them.
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