Joseph H. Helm

Joe Helm was recommended to us by a highly trusted relative. He did not disappoint. Our first meeting about estate planning cleared up many questions and set us on a path to completing this long desired goal. Between our first and second meeting Joe's office was responsive. When the day came for ...signing our documents, everything was super organized. With all questions clearly answered we walked out with a notebook of simple, clear instructions to complete our transfers and inform our trustees. I highly recommend Joe Helm for his knowledge, care and integrity.

Needed help setting up a revocable trust to ensure our handicapped daughter would have financial support upon our deaths. Mr. Helm was most helpful to help us arrive at the best possible scenario for our small assets to be there ,and still keep us in control of same assets while we are able. We also... felt his charges were VERY fair,especially when we returned for final signing and saw the amount of work involved. We will certainly continue to ask his advice in the future.