James David Stein

I hired James to create a complete estate plan for my uncle. The plan was relatively straightforward, but involved multiple family members, and then, when researching deeds, James discovered a number of issues with how they had been originally filed, many years ago, which could have created a mess w...hen we eventually try to sell the property. I'm thankful for James' ability to manage this project in an extremely professional manner, his attention to detail, desire to get everything straightened out, and for being flexible with scheduling, when we all had to sign documents on the same date. He had to send multiple packages out to different family members, and everything came with clear instructions and well-marked. All together, he's fantastic, and I'll soon be hiring him to do my estate plan as well.

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.

We were in need of a trustworthy local attorney to help us with our estate planning, and James Stein completely came through for us. He is prompt, punctual, meticulous and understanding. He is very methodical in his approach. He listens intently, and crafts a legal package to suit your particular sit...uation. My wife and I are very happy to have chosen James for our estate planning and highly recommend him.

James helped me put together my first estate plan after I had inherited assets from my father (who unexpectedly passed away). The idea of putting together an estate plan is daunting in and of itself, and given the circumstances I sought James' help under, I was experiencing additional stress. James h...as a kind demeanor and was gracious with his time, patiently answering all of my questions and walking me through the entire process. He also went above and beyond multiple times to point me in the direction of resources related to my inherited properties. I highly recommend James and believe anyone will feel well taken care when employing his services.

We highly recommend James Stein for estate planning. We went to James for a restatement of our 2006 living trust and for an update of all our estate planning documents. James was thorough and efficient in evaluating our personal financial situation and in guiding us through all required decisions and... options. He answered all questions patiently and completely. The final product is a beautiful, well organized binder with all necessary documents and instructions. He also provided an electronic copy of all documents. James exceeded our expectations!