Law Office of James D. Stein

James gave us guidelines on how to gather the information needed and the trust came together without too much effort on our part.

Detailed, thorough, professional, responsive, personable

The plan was relatively straightforward, but involved multiple family members, and then, when researching deeds, James discovered a number of issues with how they had been originally filed, many years ago, which could have created a mess when we eventually try to sell the property.

He came to our home to go over everything and is even a notary to sign our documents.

I engaged his services to reinstate my living trust a third time so I had prior experience with other practicing estate planning attorneys.

There are many difficult decisions to make, and James was both understanding and thoughtful while keeping us on track.

My husband and I just had a little one and we wanted to make sure all of our ducks were in a row in case anything happened to us.

He helped us navigate the legal terms and decision points and was extremely helpful and professional throughout the process.

I needed to get some planning done for my elderly father, so I reached out to James.

For our living trust we received a wonderfully organized large binder with all our documents along with a flash drive.