Heather Robertson Law

At Heather Robertson Law, we understand that protecting your loved ones and preserving your wealth is of the utmost importance. That's why our law firm is dedicated to providing personalized estate planning services to families of all asset levels throughout the Bay Area.

Our Philosophy

Our philosophy is simple: every family is unique, and every estate plan should be tailored to meet their specific needs and circumstances. We believe that estate planning is not just about creating documents; it's about providing peace of mind and ensuring that your family is protected, no matter what the future holds.

Our Services

Our estate planning services include:

• Living trusts
• Emergency plans
• Durable powers of attorney
• Advance healthcare directives
• Will preparation
• Guardianship nominations for minor children
• Assistance in funding your trust, including transferring real estate to your trust
• Personalized service and answers to all of your estate planning questions

We understand that life can be unpredictable, and that's why we offer in-home and evening appointments available at no extra charge. Our goal is to ensure that you feel comfortable and confident in your estate plan, and that your family is protected and secure.

About Heather Robertson

At the helm of our firm is Heather Robertson, a talented and experienced estate planning attorney with a passion for helping families protect their loved ones and preserve their wealth. Heather has spent over two decades practicing estate planning law, honing her expertise in complex tax laws and providing top-notch service to her clients.

Our Commitment

At Heather Robertson Law, we are committed to providing the highest level of service, expertise, and personalized attention to our clients. We understand the importance of estate planning and are dedicated to helping families like yours feel confident and secure in their plans. Whether you're a young family with small children or a high-net-worth individual with complex estate planning needs, we are here to guide you every step of the way.

Testimonials

Don't just take our word for it! Here's what some of our satisfied clients have to say:

• "Heather kept procrastinating on our estate plan until we were a month away from leaving on a vacation to Mexico - without our kids, and we still hadn't named a guardian for them! Heather completed our estate plan in just two weeks, and we enjoyed our vacation much more knowing that our two children would be taken care of if anything happened to us. Thanks Heather!" - Tina T., mother of 2
• "Thank you so much for making our estate planning a reality! And in such a pleasant manner! We very much appreciate your expertise and your ability to make it comprehensible to us!" - Mary & Bill, parents of 2
• "Heather is very knowledgeable, and she did a very thorough estate plan for me and my husband. We both have kids from a prior marriage, and we own property in different states, but Heather had no problem handling these issues, and her fee was very reasonable." - Jim & Linda W., parents of 5

Contact Us

At Heather Robertson Law, we're here to help you protect your family and preserve your wealth. Please don't hesitate to reach out to us at any time for more information or to schedule a consultation.