Reviews

Thank you Paul for your help establishing our Trust. It surely takes the stress at this stage of life to know that all is in order for our family. You were very helpful guiding us through the entire process and making sure that our wishes were laid out accordingly. We will definitely recommend you to friends and family.

We were lucky to find Paul. He has been incredibly helpful with all of our financial planning needs and presents information in an easily understandable manner. Each visit has been informative, stressless and enjoyable. We really feel he takes pride in doing a great job for his clients.

Such friendly people.

Made our estate planning a breeze. Highly recommend

Paul helped me create a Trust and my Will. He made this complicated process very easy! He was VERY detailed and made sure that everything was thought through and worked really hard to ensure that my kids were set up in a way that made sense. Had I known that Paul was going to make this process so easy yet be so detailed.....I would have done this sooner. I put it off for so many years thinking this was going to be a chore of a process.......I was wrong! So glad that Paul came so highly recommended to me and I will absolutely recommend him again. I trust him completely and again, he thought of every detail with this and I felt like he thought about every detail pertaining to my kids!

We contacted Mr. Heatherman after an online search for an attorney. Throughout our initial visit, Mr. Heatherman was cordial, knowledgeable, and patient with us as he walked us through the process of setting up a Will and a Medical Directive and completed the process during our visit. We will not hesitate to contact him with future issues should they arise.

Paul set up a living trust for my husband and myself. He and his staff were all great and made it so easy.

Paul and his staff are friendly, quick, affordable & professional.

If there was a 10 star choice Paul and associates would be a 10 plus star, Our first meeting, discussing our needs, was most thorough. This first meeting Paul scheduled the completion date. A most professional estate planning, Paul will take care of you. We are very satisfied how Paul organized our document folder. Paul restored our trust in attorneys. Everyone I talk with I tell them go see Paul.

Paul and his staff were very professional and efficient. I would highly recommend them for your Estate Planning needs. Their time and efforts are appreciated.

Paul helped us recently with a new Family Trust. His experience was evident in the quality of his work and his understanding of the law. He helped us plan for contingencies and "what-if" situations, and ensured we were comfortable with all of the required decisions of the process. He worked to the timeline as promised and made the whole thing very simple. Very highly recommend!!!

Paul and his team helped me through a number of issues. Everyone there is friendly, available, and knowledgeable.