James David Stein

We could not have been happier with the service that James provided for us as we planned out our Estate Plan. After speaking with some friends and family about the process we knew that it was important to find a knowledgeable and trustworthy lawyer to help guide us as we set up this important set of ...documents. After doing our due diligence and meeting with some other lawyers in the area we found James to be thorough, professional, and someone who we could see ourselves working with in the future.  The overall process took about 3 months, however much of the time needed was on me and my wife's side. As a young family we had a lot of decisions to make, everything from managing our assets, to how we designated caregivers for our children, and advance directives in the event of a medical issue. James walked us through multiple scenarios and was very patient & attentive with us as we asked many questions along the way. There were some tough conversations that we had to have as a family, but I believe James did a great job preparing us for these conversations and did not rush the process.  In addition to his stellar service we believe he was fair in his pricing and turnaround time. Considering the massive size of the Estate Plan that James put together for us (including trust documents, wills, advance healthcare directives, etc.), I'm amazed at how fast he was able to not just put this all together but also empower us to learn about each of these components. We highly recommend James for his Estate Plan services and look forward to working with him in the future.

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 had procrastinated too long in getting our estate incorporated into a trust (it is important to do this and avoid the delays and cost of probate proceedings). This Law Office was very helpful and efficient. The cost was reasonable. Everything went quite smoothly. James Stein was most pleasant to w...ork with as well. And he followed up afterward with advice and reminders to take care of some important things afterward.

At our age, we needed a living trust badly. Friends and relatives had finished theirs many years ago. They kept reminding us about it, but we had been procrastinating to get one done. Finally, we found some time to do it. James Stein is a great lawyer. He is very knowledgeable about what we nee...d to do with our living trust. He gives recommendations of making the living trust better and more efficient. He goes through the documents with us with extreme care. We strongly recommend him.