
Heidi has prepared wills, durable power of attorney and Living wills for multiple relatives, my mother and me.
We recently needed to update documents for my mom. After a couple of phone consultations during which Heidi asked questions to ascertain all of our needs, we scheduled an appointment to meet and sign. Heidi always displays great level of care, concern and professionalism. She is very knowledgeable and quite thorough. The whole process was very smooth and easy. Mom was comfortable and felt heard and cared for. I have recommended Heidi to a number of friends and family and they have all echoed the same sentiment. If you are looking for the utmost respect and care while completing your estate planning I urge you to call Heidi.
~ Michael U
My wife, Patsy, and I were recommended to call Heidi for Estate Planning by some of our neighbors in Margaritaville located in Daytona Beach. We worked with Heidi to develop a complete estate plan with a trust, wills, power of attorney, etc. We have a large family and this covered all of our personal assets and our small business. Heidi has a wealth of experience & knowledge, is pleasant and easy to work with. We have the utmost confidence in Heidi and asked her to be the Executor of our Estate. We recommend her to anyone who has estate planning needs
~ Gary B
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