Do you remember the feeling of accomplishment and peace of mind when you left our office with your completed estate plan in its pretty green binder? Did you take your binder home and put it on a shelf or in a drawer?
My wife and I have some quite large complexities both in our individual preferences and the construct of our life. When planning for our trust, Heather took the time to hear EVERYTHING we said. The trust which Heather formed for our family took all our concerns into account. When everything was said and done, we received a trust which, by design, is extremely personal to our circumstance. We also are delighted to have Heather to be part of our team of advocates to help when the time comes.
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