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5.0 /5.0

118 Client Reviews

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Showing 6 - 10 of 13 reviews | Cost of Services

Posted by Joseph | December 20, 2019 | Hired Attorney

Estate Trust Expert

My wife and I recently had Joseph set up a family estate trust and could not be happier with our choice of attorney. Joseph was very efficient, kind and patient. He explained everything well and we left with the confidence that he did great job at a fair price. We would not hesitate to recommend hi...m to anyone.

Posted by Christine | December 12, 2019 | Hired Attorney

Excellent from start to finish

Joseph Helm recently put together an estate plan for us, complete with trust and POA documents. He made the entire process very easy and understandable; it was in fact much simpler (and less costly) than we'd feared. We're confident that, after our deaths, his plan will make it easy for our beneficia...ries to get everything settled. Highly recommended!

Posted by Dave and Barb | August 22, 2017 | Hired Attorney

Joseph H. Helm Estate Planning Services

Joseph Helm was very professional in handling our estate plan. He thoroughly explained all sections and presented options. He was quick to respond to our questions and delivered a valuable product for us.

Posted by Gordon | August 02, 2017 | Hired Attorney

Competent and understandable help

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.

Posted by Mike | April 18, 2017 | Hired Attorney

Living Trust made easy

Based on personal recommendations and general reputation, we hired Mr. Helm to help us complete estate planning documents including a revocable living trust. Prior experience as a trustee/estate executor made us realize how valuable a living trust can be for anyone who handles your final affairs. Avo...ids all that property going through probate, making assets immediately available for distribution. Joe also made an excellent suggestion about acquiring life insurance to reimburse the estate for any long term care bills paid out of the estate. We will pursue that idea. Mr. Helm is very knowledgeable, and keeps on top of current estate planning practice. Two visits, for the interview and final signing was all that was required, with a bit of interim homework. Could not have been easier. Final work product was exceptional, with a comprehensive binder and further instructions for your trustee/executor. We had the benefit of Hyatt Legal Service employee benefit, which covered almost the entire expense, but any money spent is well worth this peace of mind planning.

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