Archives: Testimonials

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.

Professional and Efficient

Posted by anonymous on May 1, 2017

Joseph Helm was great to work with. This was our first experience with estate planning, and he patiently walked us through all of the steps and thoroughly answered any questions we had. The process was thorough yet efficient and we left our signing meeting with a clearly articulated list of to-do’s to finalize putting the plan into action.

Revocable Living Trust, Will, Power of Attorney

Posted by Laurel on April 30, 2017

Attorney Helm was professional, concise, and kind in delivering all the legal documents necessary to complete our Trust. The work was done in a timely and efficient manner. The office staff were also helpful, and the environment was comfortable.

Excellent Experience

Posted by anonymous on April 20, 2017

Attorney Helm worked with us to develop our estate plan. We had a prior trust but relocated to Wisconsin and needed to make several changes, so we hired him to assist us. He completed the estate plan with our trust and living will sooner than we anticipated. He and his staff were very helpful and Knowledgeable. His assistant answered all of our questions promptly. I would recommend him to others for estate planning.

Living Trust made easy

Posted by Mike on April 18, 2017

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.

Joe did our family’s estate plan–thank you!

Posted by Jeff Hughes on April 10, 2017

I hired Attorney Joe Helm to do our family’s estate plan. He and his staff were wonderful and easy to work with. He asked all the right questions and got right to the heart of what we needed for our future protection. His pricing was fair–and very competitive.

I am also a lawyer and have some knowledge on the “inner workings” of law firms. I chose Joe among the hundreds of other options because he is trustworthy and has a great reputation among other lawyers who know when good when they see it. And, in our community, Joe is very involved and really cares about families and our city. He gives tirelessly to others.

I would recommend Joe to everyone I know without reservation.

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