We hired Joe after attending a seminar he conducted on living trusts. His expertise on living trusts and his concise description of the topics covered helped us feel comfortable trusting him with our plan. We just signed all the documents and when finished were given an organizer binder with clear in...structions for us and our heirs. Joe and his staff answered our calls and emails promptly along the way and encouraged us to call anytime with questions that might come up. Genuine service.

Joseph Helm was great to work with. This was our first experience with estate planning, and he patiently walked us through all of the steps and thoroughly answered any questions we had. The process was thorough yet efficient and we left our signing meeting with a clearly articulated list of to-do's t...o finalize putting the plan into action.