Joseph H. Helm

Joseph walked us through and gave us the assignment to locate all our assets and other related matters to create a trust. When it was completed he had premade documents ready for us to deliver to our various financial accounts to convert our secondary or contingent beneficiary to the trust instead o...f forgetting having both spouse pass and then determine who should handle the account through the courts. He also made sure we had the health care and medical power of attorney documents. When completed he presented us a binder that my family can use to walk through upon the death of the second spouse. It simplifies and organizes all the things the representative needs to do upon our death. His Assistant Kathryn was super good about keeping us focused on our tasks and removing barrier to get things documented. He made it as easy as possible and I'm confident my family will not have legal difficulties with the estate when we are both gone.

As we are retiring I n a couple of weeks we wanted to have our will redrafted as it had not been done since the kids were young (30+ years ago) We were connected to Joe through a group legal plan we have through work. Joe and his assistant were prompt, helpful and clearly laid out the plan of action ...and helped us understand the finished documents in terms we could grasp. Joe and his office were a pleasure to work with.

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.

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.