What Our Clients Say
Jim is upright, honest, and outstanding at what he does. He works hard and tries to do the right thing by his clients.
We would recommend James as a Trust Attorney without hesitation. While he is extremely knowledgeable, he is also down to earth. He takes the time to educate you using every-day layman’s language. He is genuinely interested in you and not just interested in what he needs to know to do the job and receive payment. He listens and asks questions until he has a thorough understanding of your needs and wants. Because a trust attorney is an attorney you can have for a long time and the attorney helping you navigate the loss of a loved one, it is especially important that you can have complete and total trust in him or her. With James we have found an attorney we can have that trust in, and we both feel safe knowing that when losses happen to either one of us or our children, it is James we are turning to.
-Andrew & Christine
Jim was extremely helpful in creating our trusts and other legal documents. Since I have some training in contracts, Jim was very accommodating and worked with me on changes that I suggested. If I did not understand some aspects of the legal documents, he was very willing to provide a thorough and clear explanation. Recently we required an amendment to our trust to accommodate a family member who was having major surgery, Jim was able to do this work even though it was short notice. He delivered exactly what we needed and in a very timely way.
It is my privilege to be working with Jim.
From the moment we met, I knew that he was the person I wanted to represent me. He instilled a quiet confidence, excellent knowledge – trust and respect. I would always want Jim ‘in my corner’! During one touchy situation, he handled it with dignity and fairmindedness.
He is a delight to work with.
Jim knows his business. I especially like how he gets back to us quickly with understandable explanations to our questions. I have recommended Jim to friends who have been equally pleased. “He takes the complicated and makes it simple,” said one. Others said he responds like a knowledgeable friend. It was a good day when we attended Jim’s seminar.
I began my relationship with My. Plitz when he was in New Mexico and enjoyed the expertise and care he provided. I felt secure with him and had confidence in the consulting work he will continue to do on my behalf as he transitions to his own estate planning firm in Indiana.
James Plitz is the best! He is always there when you need him to help answer any questions about your Estate Planning. The Estate Planning that he does for you is outstanding! I lost my husband 4 years ago, and James was amazing in all the help that he gave me in navigating that process. I am so thankful that James is my lawyer for my estate.
Jim is a great resource for our trust. He is easy to contact, very knowledgeable, and patient. His personable manner makes it easy to discuss and resolve complicated issues. His explanations are relatable and down to earth. Thanks Jim!
John and I first met Jim when we needed to update our Trust. He was knowledgeable, competent, and personable. However, I appreciated him much more after John’s death. He understood the grief! He walked me through the steps to divide and update the trusts. He was always available to answer and explain my questions. I feel like we got to know each other very well. And he remembers details of my life. Everything I could add to this would be positive. I definitely recommend him!
My wife and I have discussed a few changes in our living trust with James Plitz and we think he has given us some very good advice. It has been a pleasure working with him.