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5.0 /5.0

118 Client Reviews

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Showing 16 - 20 of 29 reviews | Recommendation

Posted by Paul | May 15, 2017 | Hired Attorney

Will and Trust

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.

Posted by anonymous | April 20, 2017 | Hired Attorney

Excellent Experience

Attorney Helm worked with us to develop our estate plan. We had a prior trust but relocated to Wisconsin and needed to make several changes, so we hired him to assist us. He completed the estate plan with our trust and living will sooner than we anticipated. He and his staff were very helpful and K...nowledgeable. His assistant answered all of our questions promptly. I would recommend him to others for estate planning.

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.

Posted by Jeff Hughes | April 10, 2017 | Hired Attorney

Joe did our family's estate plan--thank you!

I hired Attorney Joe Helm to do our family's estate plan. He and his staff were wonderful and easy to work with. He asked all the right questions and got right to the heart of what we needed for our future protection. His pricing was fair--and very competitive. I am also a lawyer and have some ...knowledge on the "inner workings" of law firms. I chose Joe among the hundreds of other options because he is trustworthy and has a great reputation among other lawyers who know when good when they see it. And, in our community, Joe is very involved and really cares about families and our city. He gives tirelessly to others. I would recommend Joe to everyone I know without reservation.

Posted by Gary and Linda | February 13, 2017 | Hired Attorney

trust

We would highly recommend Joseph Helm to anyone needing to have a trust/will prepared. He listened carefully to our needs and concerns and had clear answers into how to best handle our situation.

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