Reviews
Overall rating
Joanne arroyo
16 Dec, 2024
Exceptional care and concern for meeting needs. No extras trying to be sold. Good solid services for good solid pricing. Needs met with quality care.
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Jerry bowser
13 Sep, 2024
They helped us do some legal paperwork. Great to work with
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Lisa witowski
11 Jun, 2024
Heritage Law and Atty Jeff Banner are fantastic! We saw Attorney Banner for our estate planning and he went through all of our options and explained everything thoroughly. He made it easy to understand without using legal jargon. I can't say enough about the positive experience we had during the entire process. Attorney Banner is very professional and personable, and it's obvious he cares about his clients. Five stars isn't enough!
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Sharon noullet
07 Mar, 2024
I needed advice and a new Power of Attorney after the unexpected death of my son. They were kind and helpful.
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L bopp
07 Mar, 2024
Super expensive & estate planning services ONLY. My parents needed help with a real-estate issue not in the trust but in the estate. Mr Butler had very little knowledge & couldn't help. So very sorry I recommended this group to my parents!
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Gary westover
06 Feb, 2024
Bill Taylor and team were outstanding in working with us in getting our business concluded. He went over all the details (multiple times) and while making decisions was left to us, we thoroughly understood the estate planning process to get our plan finalized. I highly recommend HERITAGE elder estate planning for your business.
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Mark hogue
22 Jan, 2024
I can't say enough positives about our experiences at Heritage Elder Law & Estate Planning. From the onset, we were treated with the highest quality of professionalism, yet highly personable interactions throughout all levels of staff. Attorney Banner proved to be both relatable as well as deeply knowledgeable about the "layers" of legal and governmental regulations that come into play with end-of-life decisions. Talking about and planning that inevitable part of "life" is not always comfortable, but Attrny. Banner made the process enjoyable. I have worked professionally with elderly clients for 4+ decades, and now that I'm one of those, I found it amazing at how much I didn't know about setting up an estate and making concrete plans for our "legacies." My wife and I are now much more "relaxed" about end-of-life processes and the fact that our children and grandchildren should be spared a lot of decision-making that occurs with our demise. Thank you, Heritage Law folks, for taking care of that for us! - Dr. Mark A. Hogue
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Doug custead
03 Jan, 2024
Heritage Elder Law helped our family with the application process to enroll our 78 year old sister in the LIFE Butler program. Recently widowed, we discovered that she and her husband had given away large sums of money. In spite of only her deceased husband's social security income, these past gifts caused her to be denied public assistance. Attorney Taylor and Cheryl helped us to navigate the system successfully. She is now in the LIFE program.
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Donna radaker
27 Nov, 2023
There is NO way it should cost $875 dollars to make a will. High way robbery. If I had know that I wouldn't have even went there. I was to have a free consultation but that never happened.
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Ginnie turner
13 Sep, 2023
I am very satisfied with the services I received from Heritage Elder Law firm. My attorney was so helpful and patient.
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S setnar
30 Aug, 2023
Heritage just updated all my wills and power of attorney. They did a great job. Very easy to work with and had everything completed in less than a week. Professional and straight forward. Note they do not do revocable trusts, only irrevocable trust. Will have to go to a different firm to complete my revocable trust. But I highly recommend them.
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Pete boyle
17 Aug, 2023
I recently lost my precious wife of sixty-five years. While the grieving continues, her passing helped me realize that I needed to ensure that I provided my children with adequate instructions for my eventual death. I met with Attorney Michael Butler at the Heritage Elder Law and Estate Planning firm. He reviewed in detail various scenarios and options I might consider, addressed all my concerns and simplified the decision process.
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