Posted by Alan
Joe was highly recommended to us by 2 different parties. We weren’t disappointed,as he made everything pretty easy. He set up our Living will/ trust and I think it should be easy for the family if my wife or I or both of us should pass away. I wouldn’t hesitate to recommend him to family or friends.
Posted by anonymous
Joe did a great job explaining and setting up a trust for my family. He made it easy to understand.
Posted by Patrick and Patricia
Attorney Joe Helm had drawn up our living will 20 years ago when our children were small. Now it is 2021 and our needs have changed. We have once again chosen Attorney Helm to now set up our family trust. He made the process very easy and in the end we have a trust account that is organized and easy to understand for ourselves and our grown children. We have complete trust and confidence in Attorney Helm. With that said we have referred other family members to him. Thank you Joe!
Posted by Dave Br.
Joe was excellent to work with regarding our family estate planning. Everything was set-up in an simple to follow process. Joe was very kind, personable and took time to answer every question and concern we had. What really stood out was Joe's integrity and compassion.
Posted by Michael
My wife and I met with Attorney Helm just before the Thanksgiving holiday to discuss estate planning & our interest in a trust. He came highly recommended from from a trusted advisor and we were not disappointed. Attorney Helm's knowledge & expertise in estate planning was quickly evident. He spent the time to really understand our families financial situation and future goals and quickly responded to any questions that we had. We now have the peace of mind knowing that an expert in the field of estate planning helped us create a document that captures our wishes and ensures that our heirs are taken care of. We highly recommend attorney Helm and are thankful that we were referred to him!
Posted by Roger
We are entirely satisfied with the work Mr. Helm did fir us in making our estate plan. He told us the cost up front and what that would include. All through the process everything was well organized and clearly explained. At the signing of the legal documents he carefully walked us through what we were signing and how our survivors should handle them when the need arises. He provided us with a nicely organized 3-ring binder with all the steps outlined for our survivors and trustees. The entire process was professional and made convenient and easy, and we think the cost was reasonable considering the work involved.
Posted by Chet
We reached out to Atty Helm for a long over due estate plan. Joe Helm and his team made the process easy, comfortable and understandable every step of the way. We felt a bit embarrassed/intimidated because we procrastinated on getting this done. Joe Helm couldn't have been kinder or more patient through the entire process. It was a small price to pay for the peace of mind knowing our estate will transition smoothly to our beneficiaries! I'm confident this is one of the best decisions we have ever made! Thank you Joe Helm!
Posted by Elizabeth
Mr. Helm was both personable and professional in providing information, answering questions, having documents prepared / organized, and laying out very clearly all the communications I'd need to follow through on afterward. He appeared very respectful to his staff and this client.
Posted by anonymous
My husband and I worked with Joe Helm on a trust. He was extremely knowledgeable, efficient and organized. Most importantly, he was very personable and made it easy for us to understand his responses to our questions. We came away with everything in order in a neat binder, and the peace of mind knowing our estate will be handled according to our wishes. Great experience all around!
Posted by James
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 of 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.