Gary B

My wife, Patsy, and I were recommended to call Heidi for Estate Planning by some of our neighbors in Margaritaville located in Daytona Beach. We worked with Heidi to develop a complete estate plan with a trust, wills, power of attorney, etc. We have a large family and this covered all of our personal assets and our small business. Heidi has a wealth of experience & knowledge, is pleasant and easy to work with. We have the utmost confidence in Heidi and asked her to be the Executor of our Estate. We recommend her to anyone who has estate planning needs