James David Stein

What a great experience working with James to set up our Estate Planning Portfolio. He was so organized and thorough and made the whole procedure easier and uncomplicated than we thought it would be. He guides you through each step and is so knowledgeable, patient, and explains everything he is doi...ng so you know and understand the material he needs and why. Thank you, James, for making this a great experience.

James is meticulous, detailed oriented and patient...qualities that are imperative when creating a trust document. He is incredibly knowledgeable and knows the applicable laws backward and forward which made this process much easier than we'd anticipated. His fee was very reasonable for the time th...at he spent with us. If you are looking for a competent lawyer to finally get your trust done or get it updated, look no further...James is terrific even in the view of fussy clients like us.

James did an outstanding job preparing our trust and we couldn't be happier with the service. From our initial consultation, James clearly explained each step of the process, breaking down complex legal jargon into understandable terms. He was patient with our many questions, proactive in guiding us ...through decisions, and highly efficient in drafting all the necessary documents. If you're looking for a knowledgeable and trustworthy attorney for estate planning, James is an excellent choice.

Mr. Stein handled our Trust/Will for us recently and he was an excellent attorney for our needs. He took the time to explain everything so we could understand it as well as give us direction on how to handle proceedings in the future as well. We highly recommend Mr. Stein for anyone looking to do e...state planning.

James was fantastic to work with, especially after making several unanswered calls to find other estate planning law offices prior to finding him. His fees were reasonable, he was very responsive, thorough, and most importantly explained tax repercussions in layman's language. His explanations as to ...how to proceed with every step were also very helpful. He answered every email promptly and thoroughly. Thank you, James.