
Heidi and her entire staff are simply amazing. Losing someone is hard enough but tackling probate hell with their stack of forms by myself was daunting. Being that I live in CT made the situation even more challenging. Heidi and her staff stepped up to the challenge with ease, kindness and compassion. Everything went so smoothly that it was a breeze. I join the rest of the 5 star reviewers but in my book Heidi is a 10 star. Thank you for your price transparency, excellent communication and professionalism.
~ Mary P
I have been a friend of Heidi and her family for a very long time which is why, after my dad passes away and I needed to create a will and set up a trust account, I called Heidi. When we met, she explained everything I needed to do so she could set up my will and trust. She told me what she would do once I finished my part. She asked me very detailed questions about my wishes. She drafted my will and trust account and when I arrive at her office for the final signing, all the documentation was laid out for me very clearly. She went through all the documents with me, with explanations of them all, in case there might be anything was not as I wanted. It was very obvious to me she was very knowledgeable in her craft. Heidi is a true professional who helped me with my estate planning, her attention to detail is top notch. I would highly recommend Heidi to anyone considering their trust or estate planning, she is the best!
~ Neighbor