
Through one of the most turbulent times of life, Heidi and her colleagues offered professional guidance and an empathetic heart. It cannot be stressed enough how grateful I am to have had someone of her character and calibur assisting me after my father's passing.
As the executor, both Heidi and her team made sure I had a holistic understanding of what was going on, keeping me consistently engaged. Despite my father not having a will, any complications or hurdles encountered in the process were quickly overcome by her excelling competence.
It is with the utmost sincerity that I would recommend Heidi's services to anyone.
~ Connor R
Heidi has helped us with business and estate planning, and she is wonderful to work with--she's smart, funny, and she knows her stuff. My wife and I say that finding Heidi has been the best part of relocating to Florida.
~ Jonathan F