An Approach to Estate Planning as
Unique as the Client It Serves

James Helms
A certified specialist in Estate Planning, James R. Helms, Jr. offers a wealth of experience and a highly individualized approach to the art of securing the future of his clients’ families. With over 56 years of hands-on expertise, he knows what will work and what will not. His knowledge of Trusts and Wills, from creation through death, is without equal in the San Gabriel Valley. To obtain Certification as a Specialist in Estate Planning, Trust and Probate Law a lawyer must meet  requirements established by the State Bar Board of Legal Specialization and pass a special bar examination. Mr. Helms is the only lawyer in Arcadia who has that level of achievement. Although a specialist might be expected to charge higher fees, our firm remains competitive, and our clients obtain the benefit of our experience as well as fair fees. A “one size fits all” is unacceptable. By treating each client as an individual, we are able to create an Estate Plan that reflects the best of your desires and our expertise. The result is peace of mind knowing that your family will be well taken care of.

Estate Planning Services We Provide include:
• Preparation of Wills
• Preparation of Living Trusts
• Preparation of Special Needs Trusts for disabled children
• Preparation of Life Insurance Trusts to help pay estate taxes
• Tax Planning and the preparation of Federal Estate Tax Returns
• Personal Resident Trusts - transfer property to children
• Conservatorships for Seniors