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.