James David Stein

My wife and I recently worked with James Stein on a restatement of our family trust and our wills, powers of attorney, health care directives, etc. Twenty-four years had passed since the establishment of our original trust, and we knew that changes in estate law and in our family situation necessitat...ed a revised and updated estate plan. James was, to put it simply, outstanding in every respect. He is incredibly knowledgeable and thorough. He communicates clearly and explains everything in great detail. He answers questions quickly and makes sure you understand the various options to consider. His follow-through and attention to detail are unparalleled. The "Estate Planning Portfolio" he provided us with at the end of the project was comprehensive and beautifully organized. As for cost, his fees were fair and reasonable. Since we'd agreed on the fee beforehand, we never worried about "billable time." He was patient and never rushed throughout the process. Unlike a lot of attorneys, he also didn't try to nickel and dime us with administrative charges, copying costs, etc. He also is a very nice person and a pleasure to deal with. I couldn't recommend him more highly.

Back in May of 2019 my mother and I consulted and then hired Mr Stein to prepare my mother's Trust documents. He was very professional and personable at every meeting. I have had other lawyers express frustration over my ignorance of the law, however Mr Stein never did, he always answered our quest...ions patiently. In 2019 he listened to us explain our situation and took copious notes. When reviewing the documents he had prepared, we were very happy to see how he deftly and delicately explained that I was inheriting the house solely and not my sibling. All the documents were placed in a binder that was well organized. He also gave me all the documents as PDF files which really came in handy. After my mother passed, I contacted Mr Stein. We went over the trust and he sent a tailor-made to-do list to me so I could get my mom's affairs wrapped up without becoming overwhelmed. He, of course, handled the more difficult tasks. Working with Mr Stein made a tough time for me more easy. I highly recommend Mr Stein and would hire him again.

We interviewed three estate planning attorneys and decided on James since he asked the most questions and demonstrated a sincere desire to understand our situation before we even discussed pricing. James was informative, thorough, knowledgeable, sincere, and very personable. Our onboarding process we...nt very smoothly and we felt no pressure whatsoever. James follows up on a regular basis to ensure that we are on track to complete the funding of our living trust. We are very happy with his work and will not hesitate to recommend his services to our family and friends.

My wife and I were looking for a lawyer who specialized in estate planning as we wanted to create a comprehensive estate plan. After interviewing several law firms we chose the Law Office of James D. Stein. James was very professional, knowledgeable, courteous and answered all our questions in a time...ly manner. The entire process from the initial consultation to getting the trust signed was smooth and easy. I would highly recommend this law firm.

James is awesome. He's professional, knowledgeable, easy going, patient, kind, and thorough. We'd been dragging our feet on creating a trust, wills, and all the grown up stuff. James was a saint as he walked us through the entire process from start to finish. Without his patient perseverance, I doubt... we would've finished. I highly recommend James' services and would happily work with him again.