James David Stein

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.

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.

James efficiently and kindly helped my grandfather and I to make a trust in August 2020. My grandpa's health was shaky and James prioritized our account to get things done quickly. My grandpa didn't even have a current ID and he found a legal way to manage that and have the trust go through. During c...ovid times getting a state ID for a 92-year-old bed-ridden man an ID would have been really difficult. James provides thorough information so you can manage what you need to on your own to make the trust complete. A month has passed since setting up the trust, and so has my grandpa. This time is very hard for me, he was my only family, and I am trusting in James to help me through once more by hiring him to close out the trust. My grandpa was very appreciative of his help when he was alive, and asked that I write as many good reviews as I could forJames, so here I am on behalf of myself and my grandpa. He liked James' sense of humor and how warm and friendly he is and was very pleased by how timely and considerate his service is. If he had not been as effective and clear as he was we may not have accomplished my grandpa's wishes in time. Now I know how important it is to get these things done in a timely fashion. Yes the cost might seem high (not comparatively, just in general) but the value is that I have so much less to worry about now that I am so overwhelmed by my grief.

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 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.