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Reviews
Overall rating
Aaron kay
21 Feb, 2023
I am so happy to do business with Paul Heatherman. He and his team were friendly and professional in every interaction. The work they did for me was explained thoroughly and is very comprehensive. I highly recommend Paul.
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Rod young
17 Feb, 2023
Paul gave us great advice.
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Kristi folliard
07 Feb, 2023
Paul Heatherman was terrific to work with. He thought of everything. Way more comprehensive than we were expecting. We can rest easy with our new trust and all the what ifs covered. So professional but also down to earth. I highly recommend Paul Heatherman for any estate planning, advanced directive, will needs. He knows his stuff. As a landlord I'm glad to know that's an area of expertise as well. Hope we never need him in that capacity, but it's good to know he's there.
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Sue phillips
30 Jan, 2023
Kind. Always on time. His auxiliary staff never made me feel uncomfortable due to my circumstances. My case had several twist and turns dealing with the government. Paul was knowledgeable and made me feel like I was his only client. I would highly recommend Paul to my friends and family.
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Paul gray
27 Jan, 2023
My wife and I put off doing our estate planning as it just seem so hard to do but easy to put off. Paul made it so easy as he guided us through the process. He made everything so easy to understand and I would not hesitate for a second to recommend him to family or friends.
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Silvia giffin-knight
20 Jan, 2023
Paul recently assisted us with all of our estate planning needs. He was professional, kept everything simple and low key and ensured that all of our interests were met. Price-wise he was extremely reasonable - I would highly recommend!
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Ryan couch
20 Jan, 2023
Paul made the process of establishing our living trust easy and straightforward. His extensive experience and knowledge put us at ease. We definitely recommend him for creating your living trust or other legal needs.
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Michelle goldberg
19 Jan, 2023
Paul and his staff were professional and kind. I had a living trust done. Paul was able to answer and anticipated many questions I hadn’t even thought of. My trust was completed in a week and I feel it was well priced. Paul was very low key, kind, and sensitive. I would highly recommend him.
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Rick anglin
15 Jan, 2023
Paul is very knowledgeable and easy to work with.
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Grant oberholzer
10 Jan, 2023
Paul has provided exceptional services in estate planning through developing a trust and also filed an LLC for a family business. Paul takes time to answer all of our questions as well as introduce scenarios and items to be aware of that have offered insight entity structure. Paul has a deep understanding of tax implications and takes time to explore solutions that benefit individual's and family's unique situations.
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Melissa warner
05 Jan, 2023
Great experience and very professional help with creating a living trust!
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Donna ashley
31 Dec, 2022
Being new to Oregon, we didn’t understand our need for a Living Trust until meeting with Paul. He thoroughly explained the process and completed the Trust for us. We couldn’t have asked for more from him and his staff.
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