James David Stein

James digs in to all the details when creating a trust. His presentation is organized and his questions are clear and concise. He provided easy to understand answers to all of my “if and when “ questions. The final trust document is straightforward, well organized and simple to navigate.reviewing and... then updating my trust. He is delightful to work with as he is friendly, easy to talk to and extremely knowledgeable and professional. I highly recommend him to anyone seeking legal services in creating a trust.

What a great experience working with James to set up our Estate Planning Portfolio. He was so organized and thorough and made the whole procedure easier and uncomplicated than we thought it would be. He guides you through each step and is so knowledgeable, patient, and explains everything he is doi...ng so you know and understand the material he needs and why. Thank you, James, for making this a great experience.

James is meticulous, detailed oriented and patient...qualities that are imperative when creating a trust document. He is incredibly knowledgeable and knows the applicable laws backward and forward which made this process much easier than we'd anticipated. His fee was very reasonable for the time th...at he spent with us. If you are looking for a competent lawyer to finally get your trust done or get it updated, look no further...James is terrific even in the view of fussy clients like us.