Joseph H. Helm

Based on personal recommendations and general reputation, we hired Mr. Helm to help us complete estate planning documents including a revocable living trust. Prior experience as a trustee/estate executor made us realize how valuable a living trust can be for anyone who handles your final affairs. Avo...ids all that property going through probate, making assets immediately available for distribution. Joe also made an excellent suggestion about acquiring life insurance to reimburse the estate for any long term care bills paid out of the estate. We will pursue that idea. Mr. Helm is very knowledgeable, and keeps on top of current estate planning practice. Two visits, for the interview and final signing was all that was required, with a bit of interim homework. Could not have been easier. Final work product was exceptional, with a comprehensive binder and further instructions for your trustee/executor. We had the benefit of Hyatt Legal Service employee benefit, which covered almost the entire expense, but any money spent is well worth this peace of mind planning.

My husband and I hired Joseph H. Helm, Jr. to assist us with estate planning. We wanted to protect our assets for our children and also appoint someone that we trusted to help manage our estate until our children were mature enough to take on this responsibility. He is very thorough and covers even... POA healthcare in the event that one of us cannot make our own healthcare decisions. The binder he provided will be of help to us and our children as a reference tool. He also provided wallet cards on how to designate future financial accounts and to direct EMS in the case that we are unresponsive. We recommend Joe Helm as he is a Christian and offers a great value for the services we received.