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Working Today For Your Tomorrow

At Heritage Elder Law and Estate Planning, we are dedicated to helping individuals and families navigate the complexities of elder law, estate planning, and probate. Our team of experienced attorneys is committed to providing personalized and comprehensive services to help our clients achieve their goals and secure their future.

Our Mission

We believe that every family is unique, and that their individual circumstances and family dynamics should be taken into account when considering their future. At Heritage Elder Law and Estate Planning, we strive to understand our clients' goals and needs, and provide tailored solutions that address their specific concerns. Whether it's securing a loved one's assets, facilitating a smooth transition of wealth, or protecting against the costs of long-term care, our attorneys are committed to serving our clients' best interests.

Our Services

We offer a wide range of services, including estate planning, probate, and elder law. Our team of experts can help with:

  • Estate Planning: We can help you create a comprehensive estate plan that includes wills, trusts, and powers of attorney to ensure your wishes are carried out.
  • Probate: Our experienced attorneys can guide you through the probate process, helping to ensure that your estate is distributed according to your wishes.
  • Elder Law: We can help seniors and their families navigate the complexities of elder law, including Medicaid planning, asset protection, and long-term care planning.
  • Medicaid Planning & Asset Protection: Our attorneys can help you plan for the costs of long-term care and protect your assets from costly medical expenses.
  • Veteran & Service Member Estate Planning Services: We are proud to offer specialized services for veterans and service members, recognizing the unique legal challenges they face.

What Our Clients Say

Our clients have given us glowing reviews, praising our team's compassion, expertise, and commitment to serving their best interests. Whether you're seeking guidance on estate planning, probate, or elder law, we're here to support you every step of the way.

Reviews
Positive: The majority of clients praise the firm's professionalism, knowledge, and personability, with many recommending Heritage Elder Law & Estate Planning for estate planning needs.
Negative: Some clients express concerns about the cost, with one reviewer calling it "highway robbery" and another regretting recommending the firm to their parents due to limited knowledge in a specific area of estate planning.

Heritage Elder Law & Estate Planning

Professionalism and Knowledge

The reviews showcase numerous positive experiences with Heritage Elder Law & Estate Planning. Many clients appreciate the professionalism, knowledge, and personability of the attorneys, particularly Attorney Jeff Banner. He is praised for explaining complex legal concepts in a clear and understandable manner, making the process enjoyable and stress-free.

Concerns and Challenges

However, a few clients express concerns about the cost, stating that the fees are high and not transparent. One reviewer regrets recommending the firm to her parents due to Attorney Butler's limited knowledge in a specific area of estate planning. Another reviewer is unhappy with the price of $875 for a will, calling it "highway robbery."

Conclusion

Heritage Elder Law & Estate Planning has an excellent reputation for providing high-quality service, expertise, and personalized attention. While there are some concerns about cost, the majority of clients praise the firm's dedication to ensuring their clients' needs are met with compassion and competence.

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