James David Stein

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.

My wife and I recently worked with James Stein on a restatement of our family trust and our wills, powers of attorney, health care directives, etc. Twenty-four years had passed since the establishment of our original trust, and we knew that changes in estate law and in our family situation necessitat...ed a revised and updated estate plan. James was, to put it simply, outstanding in every respect. He is incredibly knowledgeable and thorough. He communicates clearly and explains everything in great detail. He answers questions quickly and makes sure you understand the various options to consider. His follow-through and attention to detail are unparalleled. The "Estate Planning Portfolio" he provided us with at the end of the project was comprehensive and beautifully organized. As for cost, his fees were fair and reasonable. Since we'd agreed on the fee beforehand, we never worried about "billable time." He was patient and never rushed throughout the process. Unlike a lot of attorneys, he also didn't try to nickel and dime us with administrative charges, copying costs, etc. He also is a very nice person and a pleasure to deal with. I couldn't recommend him more highly.

Back in May of 2019 my mother and I consulted and then hired Mr Stein to prepare my mother's Trust documents. He was very professional and personable at every meeting. I have had other lawyers express frustration over my ignorance of the law, however Mr Stein never did, he always answered our quest...ions patiently. In 2019 he listened to us explain our situation and took copious notes. When reviewing the documents he had prepared, we were very happy to see how he deftly and delicately explained that I was inheriting the house solely and not my sibling. All the documents were placed in a binder that was well organized. He also gave me all the documents as PDF files which really came in handy. After my mother passed, I contacted Mr Stein. We went over the trust and he sent a tailor-made to-do list to me so I could get my mom's affairs wrapped up without becoming overwhelmed. He, of course, handled the more difficult tasks. Working with Mr Stein made a tough time for me more easy. I highly recommend Mr Stein and would hire him again.