I have been so pleased with Heidi and her staff. Everyone is warm, friendly, and eager to assist. Heidi blows me away. I had talked to multiple people, seeking advice on how to tackle my trust, Heidi was the ONLY one with immediate and excellent feedback. She solved several tricky items, and was well aware of all the laws and "should do's" and "cannot do's". Heidi always gave me plenty of time at each appointment and never rushed me. I feel so confident that I am in good hands with a company whose advice I can thoroughly trust! I highly, highly recommend Heidi and her firm!
~ Sandra G
I can't say enough good things about Heidi - she 100% saved the day on a house purchase my daughter was making - there were issues with a Life Estate which my husband and I knew nothing about. Heidi not only educated me but helped the seller (their son was the Trustee) with some very complicated issues that could have potentially blown the sale. Because of Heidi's legal expertise with elder law/estates and trusts, my daughter closed on the house this week.
~ Denise M
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