Archives: Testimonials

Estate Plan

Posted by Jim on January 28, 2018

Attorney Helm’s experience in estate planning gave us complete confidence in the preparation of our estate plan. He was accommodating and professional. He answered our questions in lay man’s terms. Attorney Helm was highly organized and very respectful of our time. My husband and I would highly recommend him to anyone in need of estate planning.

Wills and Trusts, Medical POA

Posted by Susan on January 19, 2018

Mr Helm provided a lot of details in assisting with my setting up a will/Trust. Also made sure that I considered and setup a medical POA which I hadn’t though of initially. Had me complete a list of items I needed to include, then provided a draft of the forms for me to review with that information. I had questions on the draft and sent him an email and dropped off my draft along with my list of questions. And he responded within a day of my sending the email. He then had me come in and he re-explained everything he was having me sign and instructions (and forms) to help in making the beneficiary changes needed by the different institutions/insurance carriers, etc. I was told any time I had questions to call. I comfortable speaking with him and was spoken down to. I would recommend to my friends.

Preparation of a trust

Posted by Mary on January 8, 2018

We were very impressed with attorney Helm and his office staff. It was apparent he was well versed in this specialty and he and his office were well organized regarding preparation of the documents and the followup meetings. All went smoothly. He called on the promised dates. He followed up in the promised timeframes. We were completely satisfied with his service and would and have highly recommended him.

Living Trust

Posted by Walter & Nancy on December 21, 2017

Joe was very thorough in explaining options to us and helping us organize our trust, including a special needs trust spiget in our trust. He presented us with a very well-organized binder which put all information at our fingertips. He is also an amiable person who communicates genuine concern for his client with no pressure.

Joseph H. Helm Jr.

Posted by George and Nancy on October 21, 2017

It was our pleasure to work with Attorney Joseph H. Helm Jr. when developing our estate plan. He was very patient in addressing our concerns and prepared a plan that best meets our needs and those of our heirs. He gave us a binder of easy to understand information necessary to implement our plan and which also provides guidance for ourselves and for our children in the future. Attorney Helm exceeded our expectations, and we are very comfortable recommending him to anyone.

Exceptional Estate Plan Lawyer

Posted by anonymous on May 7, 2017

Attorney Helm’s experience in estate planning gave us complete confidence in the preparation of our estate plan. He was accommodating and professional. He answered our questions in lay man’s terms. Attorney Helm was highly organized and very respectful of our time. My husband and I would highly recommend him to anyone in need of estate planning.

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