Joseph H. Helm

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.

We hired Joe after attending a seminar he conducted on living trusts. His expertise on living trusts and his concise description of the topics covered helped us feel comfortable trusting him with our plan. We just signed all the documents and when finished were given an organizer binder with clear in...structions for us and our heirs. Joe and his staff answered our calls and emails promptly along the way and encouraged us to call anytime with questions that might come up. Genuine service.

We needed a will prior to a family trip to California. Joe and staff were able to get our signatures on all forms in just two weeks. I met with Joe for initial consulation, returned the needed information to the firm 2 days later, recieved draft docs 2 days after that, and signed all forms on signing... day. Simple. Fast. Courteous. Professional. I highly recommend him.

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.