
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.
The office staff is very professional, helpful and welcoming. Heidi is through easy to talk to. I now feel my wishes are well laid out and easy for those involved to carry out .
~ Kathy M
Office Hours
Monday-Thursday 8:00 am – 6:00 pm
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