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118 Client Reviews

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Showing 36 - 40 of 50 reviews | Trusts

Posted by Daniel | July 03, 2017 | Hired Attorney

Highly Recommend

Mr Helm was extremely efficient and professional. We are very pleased with the work he performed on our trust. He was very personable and a pleasure to work with.

Posted by Curtis | June 23, 2017 | Hired Attorney

Living Trust Estate Plan

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.

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 Laurel | May 02, 2017 | Hired Attorney

Revocable Living Trust, Will, Power of Attorney

Attorney Helm was professional, concise, and kind in delivering all the legal documents necessary to complete our Trust. The work was done in a timely and efficient manor. The office staff were also helpful, and the environment was comfortable.

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.

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