Heidi helped me get organized with all of my beneficiary paperwork and made me aware of things that I didn't even know to ask about. She's a pro at what she does and so easy to work with!
~ Becky B
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
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