
Thank you to Heidi and her team for patiently working with me during a difficult situation. Our beloved Mother passed away and we needed to settle her estate, transfer property title, and create a will and trust. We were able to perform all of these activities over mail and telephone calls because we had left FLA to visit family in another state.
~ Lori B
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.
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