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


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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

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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 1 - 5 of 11 reviews | Responsiveness

Posted by Kurt and Rhonda | June 06, 2020 | Hired Attorney | Trusts

Professional

We worked directly with Joe to create new Trust for our family. The entire process was well organized and professional. Joe answered ALL questions we had regarding this process. If you are looking for a lawyer, we would highly recommend Joe!!!

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 Scott | August 16, 2019 | Hired Attorney | Estate Planning

Will-Trust-Estate Plan

Mr. Helm came highly recommended from our financial advisers for will, trust, and estate planning. After our first meeting I could see why. My wife and I did not know much about this process but Joe explained everything very clearly in easy to understand language. The process was much easier than ...expected and Joe and his staff were quick to respond to any questions we had along the way.

Posted by Jack | August 14, 2019 | Hired Attorney | Estate Planning

jack p

i knew very little about wills, trusts, and estate planning when we decided to see joe about a necessity of life we all need to take care of before it's too late. joe made it so simple and painless. he explained everything so straightforward and skipped all the legal mumbo-jumbo so i was able to un...derstand exactly what i was doing. i was amazed at how fast and efficient he and his staff were at getting everything put together, signed, and over.

Posted by Susan | January 19, 2018 | Hired Attorney | Estate Planning

Wills and Trusts, Medical POA

Mr Helm provided a lot of details in assisting with my setting up a will/Trust. Also made sure that I considered and setup a medical POA which I hadn't though of initially. Had me complete a list of items I needed to include, then provided a draft of the forms for me to review with that information.... I had questions on the draft and sent him an email and dropped off my draft along with my list of questions. And he responded within a day of my sending the email. He then had me come in and he re-explained everything he was having me sign and instructions (and forms) to help in making the beneficiary changes needed by the different institutions/insurance carriers, etc. I was told any time I had questions to call. I comfortable speaking with him and was spoken down to. I would recommend to my friends.

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

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  • 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.
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