Reviews

Atty Matt Karr is excellent. He spent the time to understand our need for a credit bypass trust. He explained the process in clear declarative English rather than legalese. I feel that his fee was very reasonable. He supported his documents with a video explaining everything so that I could replay it if I had questions. We spoke to other lawyers that charged more and some that charged less. It is very hard to compare prices like buying a car. I recommend that you meet with Matt before selecting an attorney. BTW trusts are his specialty not just another work product.

We came to Heritage Law Center for estate planning after talking to a few places. We were impressed with their professionalism, knowledge and friendliness. Matt and his team made the process so easy. We are very happy with the product and highly recommend Heritage Law Center.

We worked with Matthew Karr for Estate Planning purposes, specifically to update our existing Trusts, Wills, Healthcare Proxies, and Powers of Attorney that were prepared years ago by another law firm. Matthew excelled in asking thoughtful questions about our goals, carefully listened to our responses, and offered practical solutions to achieve them. Most importantly, he explained his reasoning and options in a way that was clear and easy to understand. He provided a clear timeline for completion and quoted a flat fee that covered all the work. Both his turnaround time and fees were very reasonable. When it was time to sign the new documents, he patiently reviewed each one, addressed all of our questions, and ensured that we fully understood everything. His patience and thoroughness were greatly appreciated. Matthew and his staff were professional, knowledgeable, and welcoming throughout the process. I would not hesitate to recommend his services to anyone in need of Estate Planning expertise.

In October 2024 Matthew Karr at Heritage Law prepared the Trust, Power of Attorney, Medical Proxies, Living Will and all other associated documents for our Family Trust. Matthew's service was incredibly professional, detailed and exceeded our expectations. Matthew is extremely knowledgeable and has great communication skills helping us better understand the lawyer-speak which is unavoidable when discussing these complex subjects. The final package that was delivered was concise and organized. All the items that could be done by his staff were taken care of; all we had to do was notify our institutions to fund the Trust with the documentation provided by Heritage Law. I don't give out praise like this lightly - we sat down with 4 other lawyers requesting Trust information and guidance before setting on Heritage Law and by far Matthew's office was the best. The price was reasonable and comparable to others. We had a good feeling about working with Heritage Law to finally get this task done that we had procrastinated on for so long, and I'm happy to say we made the right decision.

Matt and his team are extremely knowledgeable about estate planning. He met with me initially to discuss what I needed. He replied to my follow-up questions by email promptly. Then he met with me to sign the documents, which he explained in detail and answered all my questions. He charged a set fee which I knew about upfront. There were no additional fees. I highly recommend Matthew Karr, Esq.and his team at the Heritage Law Center.

I had the pleasure of working with Matthew Karr and his staff over at the Heritage Law Center. They made what felt initially as a cumbersome task of forming my trust, protecting my assets, forming a medical proxy and will, into a very manageable and explainable process. We were able to discuss all of my questions one by one, and I was provided with succinct explanations on how to fund my trust! Even after the process was completed, I returned with follow up questions (over a year later!), and he was happy to respond to my requests directly. The service is fantastic and the price range is reasonable when comparing to other estate planners. I would highly recommend his team to support you through your own estate planning. Don't delay no matter how small or big your estate is, this is a must have for anyone intending to pass down any of their assets!!

Matt, was friendly, informative and ready with answers to all our questions. We highly recommend him for help with legal matters.

We closed with David for our first house and he perfectly balanced no-fuss efficiency while taking as much time as needed to flag or explain anything we needed or wanted to understand. We absolutely plan on using David again in the future!

David has been very helpful and patient throughout the entire closing process. As first-time homebuyers, we had a lot of questions, and David was always there to provide clear and thoughtful answers. On closing day, he took the time to carefully walk us through all the important documents, highlighting key details and making sure we fully understood everything. We're very happy with David's service!

If I could, I would give 10 stars! Matt and his team are exceptional! They are patient, empathic, and just good people. Our first experience with Heritage Law Firm was when they helped my mother create her living trust. Unfortunately, she passed before it could be completely funded, but Matt and his team were there for me and my family showing kindness and compassion. They walked us through the probate process with expertise, and answered the many questions that we had with patience and care. Of course we used Heritage Law for our own estate needs. They couldn’t have been nicer or made a daunting experience easier. We can’t say enough positive things!