Reviews

Recently Attorney James Stein did my Estate Planning Portfolio for me. I have had a wonderful experience working with Mr. Stein. He is very knowledgeable — experienced and detailed -- very kind and nice to his clients. I learned much about Trust and Estate Planning during the process with James. During the development of the estate planning document, we met with James on zoom meetings to make sure that the estate planning portfolio fully satisfied my needs. Throughout the entire process, James was always prompt in responding to our questions. After finalizing my Estate Plan, he gave me the document in both flash drive and paper versions with very detailed instructions on how to transfer the various funds into my Trust account. He will also follow up in a few years to see if my situation has any changes. I would highly recommend James Stein to anyone who wishes to develop an estate planning portfolio. Huizhong G.

James was amazing to work with! We had to get some legal documents for my Dad and everything was very clear and professional. I was worried about all the legal jargon but James was very patient and easy to work with. I'd recommend James to all my family and friends.

James was fantastic to work with, especially after making several unanswered calls to find other estate planning law offices prior to finding him. His fees were reasonable, he was very responsive, thorough, and most importantly explained tax repercussions in layman's language. His explanations as to how to proceed with every step were also very helpful. He answered every email promptly and thoroughly. Thank you, James.

James, did a phenomenal job setting up my parents estate plan! Given my parents are old, he was very patience and took his time to explain everything is details. I would highly recommend James!

James Stein, PC is a wonderful and very comprehensive attorney who really listens and understands estate planning. James will explain the necessary steps in capturing and interacting with you to incorporate your family needs, explaining how a proper estate plan is developed and conduct an interactive Estate Plan design session. All documents created are completely reviewable during the process. James is so easy to work with during face-to-face meeting(s), conference calls and will help you capture and protect all aspects of developing a reference document to use by the family in the years ahead. Estate Planning is so critical to be done ahead of the time of need by a Professional Elder Attorney. Don't delay, set-up an appointment with James and get started. James will help you.

I can't recommend James Stein highly enough. We had felt a bit daunted by the estate-planning process, but James guided us through its intricacies with expertise and ease. He was both professional and personable, very well versed in the language of the law but also attuned to the human side of things. Thanks to James, we came away from the process with a sense of confidence and security in the plan we created, and that peace of mind is invaluable.

I recommend James Stein for creating a living trust. He explains everything thoroughly and anticipates future complications.

Cannot say enough good things about James Stein. He took me seamlessly through a complex estate planning process with kindness, authenticity and professionalism. He is detailed and a good communicator.

James was great! He was easy to work with, communicates well, and answered all my questions in a way I could understand, and gave me clear instructions on how to fund amd move forward with my trust in the future. I am overly satisfied with the trust he lovingly prepared for me.

James Stein is thorough and very patient with all of the time I took to complete my documents. "The Best" by far!

We're very happy our Financial Adviser recommended Atty. Stein. He is knowledgeable, extremely patient & always made himself available for any inquiries. He translated legal matters to us in the language we understand; patiently explained things to us. He listened to our concerns, anticipated future issues and needs. Responsive even outside of our engagement period. Highly recommended for any estate planning needs.

We had a wonderful experience working with James Stein. We found him to be extremely competent, thorough and easy to work with. Highly recommended.