Testimonials

Attorney Review

Posted by Jerry on April 27, 2019

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.

Joyce

Posted by anonymous on April 23, 2019

Attorney Joe helm was very helpful with our estate planning. He was very knowledgeable and professional . We were very satisfied and would highly recommend him for any estate planning.

Living Trust

Posted by Karl & Diane on March 13, 2019

Mr. Helm helped my wife and me to establish a Living Trust and estate plan. We were quite satisfied with his services.

Time and Money Well Spent

Posted by Mark on July 31, 2018

Joe Helm was recommended to us by a highly trusted relative. He did not disappoint. Our first meeting about estate planning cleared up many questions and set us on a path to completing this long desired goal. Between our first and second meeting Joe’s office was responsive. When the day came for signing our documents, everything was super organized. With all questions clearly answered we walked out with a notebook of simple, clear instructions to complete our transfers and inform our trustees. I highly recommend Joe Helm for his knowledge, care and integrity.

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.

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