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5.0 stars 5 totalReview James Phillips
Posted by William
Jim has been a trusted advisor and counselor for my mother, my siblings, and me for at least 30 years. He wrote my wife and my first will many years ago. He established a living trust for my wife and me when I became a business owner. His advice has always been spot-on. More recently, he helped establish a living trust for my mother after she sold her house and had to move to an independent living facility. Jim had great recommendations regarding different facilities for Mom. Jim was always available to answer questions quickly and with compassion when Mom had to be moved to an assisted living facility. After Mom passed away, he helped me to deal with my job as trustee and executor of the estate, giving me excellent, thoughtful advice all the way through that very trying time for my siblings and me. I have recommended Jim to numerous friends and relatives. In my mind, he is the epitome of a good attorney and advisor.
Posted by Janis
I have been working with Jim Phillips since 2010 and prior to that my parents use his services. Jim is knowledgeable, thorough and thoughtful about the advice and information he gives his clients. In addition, he is one of the most personable, caring attorneys that I have had the pleasure to work with.
An appointment with an attorney typically involves much stress and anxiety, so it is so refreshing to have Jim as someone who I can confide in and know that he will listen to me. I am always confident that Jim will give me the best advice, even though it may not be what I want to hear; however, a needed perspective that I could not have come to on my own.
I would definitely recommend Jim Phillips and his staff for estate planning!!!
Posted by Joel Malakoff
Jim is a rare find in that he cares deeply for people while keeping a high bar where confidentiality and integrity are concerned. I have referred a number of clients to him, many of whom have come back to thank me. Especially in more delicate cases, I have found him insightful with creative solutions for real life challenges.
Posted by anonymous
When my husband and I finally agreed it was time to have our wills written up, we asked around for recommendations for estate planning attorneys. James Phillips was the name that kept coming up. In our first meeting with Mr. Phillips we noticed immediately that he has the rare ability to explain complex legal issues in a way that was easy to understand. I have found that when people are extremely educated in a given field, they tend to not take the time to explain things fully. Mr. Phillips took his time talking with us, really getting to know our unique needs before advising us as to any course of action. At no time did we feel rushed or “talked at.”
A major concern for my husband and I was the fact that we are a blended family. We wanted to make sure that each child got their fair share of our estate whether they were a biological child or a step child. Mr. Phillips listened carefully to our concerns, and, without judgment, offered some very reasonable suggestions as to what might be considered “fair” for each child as far as funds for trade school, advanced college degrees, or homeownership.
Mr. Phillips and his excellent team made what we expected to be a very trying and emotional process into an interesting and rewarding experience. Looking back now, I am so grateful to know that our kids will be taken care of.
Posted by Dianne
My husband and I worked with Jim on our family trust and estate planning, and he helped me deal with the challenges of creating new trust documents after my husband died several years ago. I recently sought his help with the administration of my mother's trust.
He is patient, thoughtful and very thorough. He anticipates situations and guides you through the thought process required for each decision, without interjecting his own opinion.
I trust him implicitly and seek his advice with confidence. I have also recommended him to my friends.