James M. Jaxtheimer, PC

We worked with Jim to create trust documents (trust, will, POAs) and can't say enough about how great he was. My wife and I have a mixed family and certain specific requirements about who would/would not have access to certain assets, so we had a rather complex case. Jim was great in explaining the entire process to us, understanding our personal needs and recommending options based on these, and creating very detailed documents that left no stone unturned. He is tremendously competent, knowledgeable, and personable and a pleasure to work with. He always went the extra mile and was very fair with his fees. Him having a CPA is also a plus given the many difficult accounting and tax issues at work. I cannot recommend Jim highly enough.
Jan 19th, 2023

Exceptional service! Jim is extremely knowledgeable about "all things" related to estate planning. Patient and answers all questions. Would recommend him to family and/or friends.
Nov 19th, 2022

My meeting with Mr. Jim Jaxtheimer was very helpful. He have great compassion for his clients. He have the willingness to listen and will genuinely resolve problems for his client.
Nov 9th, 2022

My experience with Jim Jaxtheimer is always extremely positive. He has great communication skills both verbally and writing. He always gives attention to detail and has guided me with skill and effectiveness Five stars!
Nov 2nd, 2022

Mr. James Jaxtheimer was recommended to us by our son-in-law. We found Mr. Jaxtheimer to be refreshing honest and straightforward. My wife and I were wanting to establish our estate plans. James asked the questions so that we included the entire family and several layers of "what if" situations. The final package not only covered or estate, it included forms that covered funeral arrangements and the disposition of specific family treasures. The question, would you use him again? The answer is defiantly.
Oct 30th, 2022