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's willingness to have meetings or zoom calls has been very helpful. My in-laws used her for their estate planning, and now we're tasked with managing the process. Questions always come up, and her policy of free telephone/zoom calls greatly simplifies things for us and encourages us to reach out to her. She is extremely knowledgeable in this area and has a great staff backing her up. I would recommend her to anyone looking for assistance in estate planning in the area.
~ Mike Z.
Share this…
Office Hours
Monday-Thursday 8:00 am – 6:00 pm
Site by Diana Nichols and company