
Heidi makes the process of setting up a trust very easy. She is quick to answer any questions and is very knowledgeable about the subject. In addition, the trust document binder she provides is well organized, which makes it easy to follow.
Thank you for everything.
~ Todd B
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
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