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5.0 /5.0

118 Client Reviews

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Showing 1 - 5 of 11 reviews | Responsiveness

Posted by Kurt and Rhonda | June 06, 2020 | Hired Attorney

Professional

We worked directly with Joe to create new Trust for our family. The entire process was well organized and professional. Joe answered ALL questions we had regarding this process. If you are looking for a lawyer, we would highly recommend Joe!!!

Posted by Sandy | September 03, 2019 | Hired Attorney

Estate Planning

My husband & I were in need of finding a reputable attorney to update our estate documents. Joseph "Joe" Helm came recommended from our financial adviser. We made initial contact and he was quick to respond. We're glad we chose Joe. He is respectful, knowledgeable, personable and speaks in terms y...ou can understand. Very organized. His knowledge in guiding us through the updating process was thorough. He explained the process clearly & answered any questions so we could make an informed decision. The paperwork process was pretty painless. He made us feel welcome when meeting with him. We are confident we made the right choice in choosing Joe.

Posted by Scott | August 16, 2019 | Hired Attorney

Will-Trust-Estate Plan

Mr. Helm came highly recommended from our financial advisers for will, trust, and estate planning. After our first meeting I could see why. My wife and I did not know much about this process but Joe explained everything very clearly in easy to understand language. The process was much easier than ...expected and Joe and his staff were quick to respond to any questions we had along the way.

Posted by Jack | August 14, 2019 | Hired Attorney

jack p

i knew very little about wills, trusts, and estate planning when we decided to see joe about a necessity of life we all need to take care of before it's too late. joe made it so simple and painless. he explained everything so straightforward and skipped all the legal mumbo-jumbo so i was able to un...derstand exactly what i was doing. i was amazed at how fast and efficient he and his staff were at getting everything put together, signed, and over.

Posted by Susan | January 19, 2018 | Hired Attorney

Wills and Trusts, Medical POA

Mr Helm provided a lot of details in assisting with my setting up a will/Trust. Also made sure that I considered and setup a medical POA which I hadn't though of initially. Had me complete a list of items I needed to include, then provided a draft of the forms for me to review with that information.... I had questions on the draft and sent him an email and dropped off my draft along with my list of questions. And he responded within a day of my sending the email. He then had me come in and he re-explained everything he was having me sign and instructions (and forms) to help in making the beneficiary changes needed by the different institutions/insurance carriers, etc. I was told any time I had questions to call. I comfortable speaking with him and was spoken down to. I would recommend to my friends.

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