
Heidi is the best !! After the birth of my daughter, all my priorities changed, of course, and she helped me through all the new "adulting" I needed to do! She made it super easy to talk about some difficult subjects and I never once felt uncomfortable. We actually shared a few laughs and I'm appreciative of that. We went through everything from advanced directives, trust planning, and wishes I had for my family in any event that I would be unable to care for them. Like I said, it's some tough stuff to face for some of us, but I am so appreciative for her services . The peace of mind I have now is priceless ! Thank you Heidi !!
~ Lauren M
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.