Based on personal recommendations and general reputation, we hired Mr. Helm to help us complete estate planning documents including a revocable living trust. Prior experience as a trustee/estate executor made us realize how valuable a living trust can be for anyone who handles your final affairs. Avoids all that property going through probate, making assets immediately available for distribution. Joe also made an excellent suggestion about acquiring life insurance to reimburse the estate for any long term care bills paid out of the estate. We will pursue that idea.
Mr. Helm is very knowledgeable, and keeps on top of current estate planning practice. Two visits, for the interview and final signing was all that was required, with a bit of interim homework. Could not have been easier. Final work product was exceptional, with a comprehensive binder and further instructions for your trustee/executor. We had the benefit of Hyatt Legal Service employee benefit, which covered almost the entire expense, but any money spent is well worth this peace of mind planning.
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