Testimonials

Make it easier on yourself

Posted by Judith on October 2, 2016

I truly appreciated working with atty Joe Helm. He was straight-forward and efficient with time. The end result will have you breathing a sigh of relief, as the hard copy Estate plan ” book” you walk away with is comprehensive and easy to understand.
It is good to work with such a principled firm with good values in its DNA.

Ronald Sudfeld

Posted by Ron on October 1, 2016

Attorney Helm was very helpful in discussing the difference between a trust and a will. He answered all our questions. He was reliable when answering phone calls. His office staff was also willing to accept questions.

Living Trust

Posted by Rick and Bonnie on September 29, 2016

Attorney Helm acted in a professional manner, but at the same time was very personable and caring during the time that was spent with him. My wife and I hired Attorney Helm to prepare a Living Trust for our Estate planning. He was knowledgeable and took the time to answer our questions in ‘layman’s’ terms instead of legal language. We felt completely at ease and comfortable the way we were treated by not only Attorney Helm, but also other personnel within this law firm. We were extremely satisfied in all aspects of our treatment. Without reservation, we would (and have already) recommended Attorney Helm to others.

Estate Planning

Posted by Jeanne on September 18, 2016

Joe did a great job explaining the process, provided several specific scenarios that were critical for our decision making in this most important life task. From the initial consultation to our signing meeting was only three weeks! Delighted at how responsive Joe was and how quickly our documents were completed. Will recommend Joe to friends and family as he was so great to work with.

Knowledgeable attorney with and excellent personal approach to estate planning

Posted by Jeff on September 17, 2016

Joe takes the time to understand your situation and advise you on the best path forward to manage your estate. He is engaged and attentive to your needs as he shares with you the pros and cons of each aspect of estate planning. He is a master at understanding the law and relates that back to you to build the best plan to deliver on your goals. Once you have established a path forward Joe and his team are very thorough in delivering and explaining each component of the estate plan. All of which is done very efficiently. What is most appealing to me is the manner with which Joe approaches your situation. He is an active listener that understands his role in helping you to meet your estate planning goals. I highly recommend Joe for your estate planning needs.

painless planning

Posted by Annie on September 15, 2016

Attorney Helm was organized, thorough, candid and clear. He gave us the time we needed and answered all our questions. He was personable and honest and his rates were very fair. Highly recommended.

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