Reviews

Chris Heritage had always gone beyond the call of duty for me in terms of response, knowledge and genuine interest in my situation..the entire staff is wonderful as well...I am grateful..

Extremely professional and helpful!

We interviewed a couple of people to put our estate in order. We selected Heritage (even tho more expensive) and we’re delighted. Everyone in the office is polite and professional. The services provided by Chris Heritage were quite thorough and he too is a pleasure to work with. The costs were worth it with the advanced planning and detailed care provided.

I am a retired lawyer and tend to be critical of other lawyers' work. Chris Heritage is very good at what he does. He explains to the client what his view of the estate plan appropriate for you. Then he leads you through the decisions that you need to make, gently prodding you to clarify your thinking. He also draws a decision tree as you proceed, so you can see the plan taking shape. My partner and I were impressed by ease and clarity of the process, which must be the result of extensive experience and a first class legal mind. We would recommend him without reservation to anyone seeking the services of an estate planning professional.

Chris is knowledgable, efficient and reasonably priced. We recommend him to our friends.

Lawyer Chris and his assistant Rand were fast, thorough, efficient, knowledgeable, professional and easy to work with. We updated our estate planning with Heritage Legal in Palm Springs, and I strongly recommend using them for this kind of legal service.

Chris was very professional and also took time with us to help us make decisions about our estate and end of life choices.

Great and very easy experience. I wanted to find an attorney that had a significant LGBTQ estate planning practice so I reached out to my friends, neighbors and former colleagues for referrals. I had seen Chris Heritage in some media lists but his name came back numerous times from those in my network -- with excellent recommendations including from a fellow estate planning attorney. So I felt confident in reaching out to Chris. He and his team were very responsive and quickly had our state documents ready to go. In the process he answered all of our questions and made practical suggestions on estate distribution options. You won't regret using Chris. Highly recommended.

Extremely professional while being collaborative. Highly experienced in the area of estate planning. We appreciated the clarity of his fee structure and that it allowed us to have whatever time we needed to be sure we understood and met our goals.

Thank you Chris and your staff. You made our transition to California feel permanent. Your help and clear approach to estate planning are amazing. I especially liked your skills and technique for drawing out the process on one sheet of paper. That diagram was crystal clear and brought my heart rate down to normal. I am so pleased with how the final documents are clear and organized. The binder will ensure that our most important decisions will be clear and our intentions will make life much easier if and when our heirs need this support. Thank you, Robert

Joe was responsive, helpful and patient with my questions and clearly has a deep knowledge of the law! I don't hesitate to recommend him to others.