James David Stein

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.

James efficiently and kindly helped my grandfather and I to make a trust in August 2020. My grandpa's health was shaky and James prioritized our account to get things done quickly. My grandpa didn't even have a current ID and he found a legal way to manage that and have the trust go through. During c...ovid times getting a state ID for a 92-year-old bed-ridden man an ID would have been really difficult. James provides thorough information so you can manage what you need to on your own to make the trust complete. A month has passed since setting up the trust, and so has my grandpa. This time is very hard for me, he was my only family, and I am trusting in James to help me through once more by hiring him to close out the trust. My grandpa was very appreciative of his help when he was alive, and asked that I write as many good reviews as I could forJames, so here I am on behalf of myself and my grandpa. He liked James' sense of humor and how warm and friendly he is and was very pleased by how timely and considerate his service is. If he had not been as effective and clear as he was we may not have accomplished my grandpa's wishes in time. Now I know how important it is to get these things done in a timely fashion. Yes the cost might seem high (not comparatively, just in general) but the value is that I have so much less to worry about now that I am so overwhelmed by my grief.

We recently completed estate planning with Mr Stein and it was easy, informative and comforting. At a time when nothing feels safe, establishing a trust for our family was an overdue task. After a series of well planned phone calls and emails, many of our fears have passed and we have Mr Stein to tha...nk for it. He was tactful, professional, and witty. I had hoped to find someone who made us feel competent and comfortable. I hadn’t expected to find a lawyer who would also be friendly and kind. Mr Stein took the time to explain things clearly, answered any questions we had with the utmost in patience and has given us amazing peace of mind. We are incredibly appreciative and full recommend his services to others.