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Reviews
Overall rating
Janet gutierrez
26 Aug, 2023
Very friendly office. Paul is easy to work with. Highly recommend him
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Janice roise
21 Aug, 2023
We had been beating our heads against the wall for months trying to figure out the questions involved in setting up a family trust. Paul and his staff made it so much easier than we thought was possible! Paul is so thoroughly familiar with the process, and knows what needs, and doesn't need, to be done. He was also able to direct us to a professional trustee, with whom we are very pleased. We would definitely recommend Paul and his staff.
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Donna g
20 Aug, 2023
We just completed our family trust with Paul! He gave us expert advice and explained everything about the trust. We are amazed at how quick and easy it was. We highly recommend Paul.
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Hannah kavrell
07 Aug, 2023
Working with Paul and his office was an absolute pleasure! He was so knowledgeable and guided us through all the details. Would highly recommend.
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Karen walker
31 Jul, 2023
Paul was very thorough and easy to work with. He covered some areas that we weren't even aware of. Would highly recommend him and his staff!
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John callison
28 Jul, 2023
Becky walker lash
20 Jul, 2023
Paul is easy to understand and takes time to answer questions. Very personable.
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Lewis becerra
11 Jul, 2023
Working with Paul on our family trust was an excellent experience. He and his staff were very professional, detailed, and explained everything we needed to know to be sure we fully understood the process. I completely recommend his services to anyone needing to create or modify their estate records.
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Sue larsen
26 Jun, 2023
Rick larsen
26 Jun, 2023
Paul and his staff were all so friendly and kind to help us with our estate planning. I would highly recommend them.
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Mark runberg
12 Jun, 2023
Paul was exceptional in reworking our trust after moving to Bend from out of state. He asked all the right questions, provided opinions for options and provided the finished product on time and at the agreed price. Highly recommend Paul Heatherman for any trust, will or estate needs.
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Kathleen maynard
09 Jun, 2023
This office is wonderful! Paul and his team helped us with our trust. All I can say is we chose wisely when we found them. Very efficient and he explained everything so well to us. His team was so efficient and friendly throughout the process. I would highly recommend this office.
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