Heffner & Associates

My husband and I finally got around to setting up our estate trusts, powers of attorney, etc. Mark and his son Matthew, who recently joined the firm, helped us create and execute an estate plan. The options were well explained and our questions were patiently answered. Mark and Matthew were knowledgable, professional, and made the process feel seamless. Having such a positive experience getting "our affairs in order", left us with a huge sense of relief. Thank you both. We highly recommend Heffner & Associates for your estate planning needs.

After reading reviews and meeting with Mark I can tell you he is as advertised and more. My wife and I came away with a very good understanding of setting up a living trust. Mark explained everything in great detail and answered every question we had. He made the process very easy and affordable. We will recommend his services to family and friends.

Mark and Jennifer, the paralegal, were highly communicative and professional from the beginning. Mark quickly returned my phone call about starting the probate process for my father's estate. We met shortly thereafter and started the process. Jennifer Waterman, the paralegal, responded quickly to emails. Both Mark and Jennifer were completely transparent about every step in the process and the costs. I highly recommend Heffner and Associates to anyone who needs help navigating the probate of an estate.

Recently, my siblings and I were faced with the challenge of managing our mother’s assets, power of attorney, insurance, Medicaid applications, and nursing homes. I honestly do not know what we would have done without Mark and his Legal Assistant, Jackie. They came highly recommended by the rehab facility our mother entered following her hospital stay and that advice has proven to be invaluable. The timely response of his office and patience in answering all our questions quickly put our minds at ease and we knew we were in highly capable hands. Mark responds to all our calls and in-person meetings and offers professional and caring advice as we move through this unsettling time. He and Jackie are sincerely working to protect our mother’s assets and this brings us great peace of mind. For a family, the personal and medical challenges in caring for an ailing parent can be overwhelming. Knowing that Mark Heffner’s office is assisting us through every other aspect at this point and will continue to be there for us moving forward is of significant value. Highly recommend.

If I could give Mark Heffner and his team at Heffner and Associates more than five stars, it still would not be enough. After my father was diagnosed with dementia, my mother found herself in the position of having to navigate the complex process of getting their financial affairs in order so that we could provide the care my father needed. After meeting him for the first time, it was obvious that Mark was knowledgeable, trustworthy, professional and patient. He walked us through the process of fine tuning Powers of Attorney and estate planning as well as setting up a plan for when a higher level of care is necessary for my father. My mother went into this process feeling unsure and afraid of the future and after working with Mark, now feels confident that both she and my father will have the security and care they both need to live their lives to the fullest. I am so thankful to Mark and his team and highly recommend them.