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.

James came to my rescue with his expertise in Estate Planning when timing was of the essence. He guided me through the process by sending easy to follow “work forms” that were very helpful in submitting the info he needed. James has excellent communication skills and a ton of patience. He also led m...e through the particulars making certain I understood the process. James will send you his end product, a Binder, which is totally professional with a complete Index of all its contents. The Binder also includes his thorough Cover Letter along with a flash drive key. James is a true professional, honest, a very hard worker and an all around nice person. I wouldn’t hesitate for a moment to recommend James to anyone!

We had a complicated estate planning need for our disabled daughter, her siblings and our grandchildren. James lead us through the process systematically, had "homework" forms for us to easily submit the info he needed, and provided great advice on setting it up. He was also very helpful in appropr...iately assigning IRA beneficiaries considering the recent laws limiting their stretch provisions. The end product he delivers is also a class act with everything neatly provided in a binder and a cover letter telling us what we need to do to keep it current. My wife and I feel we got a great deal out of this process, and are comfortable that our children and grandchildren will be receiving the best we can give.