Reviews
Overall rating
Bernie warren
16 Oct, 2019
We recently sat down with Matt to discuss our estate planning needs(trusts, wills, etc.). We were quickly impressed not only by his knowledge and expertise on these subjects, but also by what a good listener he was. In short order he got to the heart of what we hoped to accomplish, by asking the right questions. Moreover, he had no problem answering our questions in a way that was simple, straightforward and put us at ease. Afterword, when he had prepared drafts sent along for our review, our CFP thought they were some of the most complete and comprehensive she had seen. We mention this because clearly her experience as it relates to these matters is much more than ours! In addition we want to mention we found Matt easy to work with, his pleasant demeanor offsets what can otherwise be a difficult subject to discuss or contemplate. We highly recommend Matt - with him guiding you through the process, you will be in good hands!
Bernie and Brad Warren
Stoneham, MA
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Vidyut desai
12 Sep, 2019
I know Mr Matt Karr since 2113. I found his very valuable.His advise saved me from lot of problems. He is very very nice and very knowledgable. I would recommend his services whole heartily.
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Anonymous
05 Sep, 2019
Dayna was absolutely amazing to work with !!! I was on a time crunch & needed to submit a large number of important documents for US citizenship. She guided me step by step & went above and beyond in assisting me. Dayna made herself accessible on a regular basis through phone and email this included holidays and also weekends. She followed up in a prompt and timely manner. She was meticulous and has great attention to detail. Everything was prepared and well organized. And she followed up diligently even after the submission was completed.
She was very polite and professional throughout the whole process. My US citizenship went through in a remarkably quick period of time and I would really credit Dayna for this. I would highly recommend her and am extremely grateful for her help.
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Elaine heighington
03 Aug, 2019
Attorney Karr is a true professional......he explains clearly all aspects of creating a trust, answers questions in a timely fashion, and ultimately develops the trust documents as discussed. He informs you of the flat fee in advance. He even allowed one of our sons to conference call in and participate in the consultation.
My husband and I highly recommend Attorney Karr.
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Laura tucker
26 Jun, 2019
Matt was instrumental in giving us the information we needed to make the very important life-decision of setting up a trust. He took time to skillfully educate us, really listen to us, and then lay out our options. We are very happy to have employed the services of such a compassionate professional, and would (and have!) recommend him to our closest friends and family.
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Cathy defuria
25 Jun, 2019
Matt is personable, explains complex issues to a non-legal mind efficiently, and instills confidence that issues I worry about will go as smoothly as possible. He set up a trust and transferred my Real Estate title to it for me.
Highly recommend Matt!
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Fittan
13 May, 2019
I have a family with young children and wanted to setup a trust to protect them. Matt was very easy to work with, patient and knowledgeable on EP (estate planning) especially in regards to MA law.
We had two in-person sessions with Matt to go through all my questions on trustees and beneficiaries designation, to funding the trust. Matt was also easily reachable by emails and phone calls for follow up questions.
Matt charges a fix price and I've compared with other EP attorney in area and his fee is reasonable. Personally I am a very hands-on person and would fix everything myself (cars, house, retirement planning, etc). But EP is one area I must admit that "I do not know what I you do not know".
Overall wife and I were just glad to have use Heritage. It is one time fee,
but my family is now more secure and prepared for the future.
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Renee dorney
04 Apr, 2019
Matt is beyond helpful, knowledgeable and professional. Me and my husband wondered why we dragged our feet on getting our estate planning done for so long because it was so simple and streamlined with Matt. I highly recommend him. I’d give him 6 stars if I could!
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Aaron hirsch
03 Apr, 2019
My wife and struggled to find an attorney to help us create a sensible estate plan. Most initial consultations were not about our needs and felt more like meeting with an over zealous sales person. However, Matt was different and that was obvious from the initial phone conversation. Matt asked good questions, listened to our answers and presented clear options. He broke things down in a way that made the process clear and accessible. Last month we met with Matt to review the proposed estate plan and sign the documents. Ten days later we received a binder containing hard copies of the plan and a thumb drive with the electronic documents. Now, my wife and I can feel comfort knowing that we have a solid estate plan in place. I highly recommend Matt and the folks at The Heritage Law Center!
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Lars
31 Mar, 2019
I can’t say enough for the understanding she expressed during our conversations. I can say with confidence she’ll “have your back” and be an excellent advocate on your behalf.
Thanks Dayna
Lars Lemstrom
Salisbury MA
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Michael durkin
27 Feb, 2019
An exceptional opportunity for a NOT Guilty "Attorney Michael Murray is the Best at His business His standout attributes are significant and recognized far and wide .He is like having A wise judge in your counsel I would recommend Michael To All
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Kurt hansel
14 Feb, 2019
I was very pleased with how I was treated by Matt and the whole team. Very informative and patient explaining the trust I wanted to open. Any questions I had for him he followed up promptly. I highly recommend Matt and his team if you are in the market for any will or trust related work.
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