Patricia L Heatherman Pc

We had been beating our heads against the wall for months trying to figure out the questions involved in setting up a family trust. Paul and his staff made it so much easier than we thought was possible! Paul is so thoroughly familiar with the process, and knows what needs, and doesn't need, to be done. He was also able to direct us to a professional trustee, with whom we are very pleased. We would definitely recommend Paul and his staff.

Working with Paul on our family trust was an excellent experience. He and his staff were very professional, detailed, and explained everything we needed to know to be sure we fully understood the process. I completely recommend his services to anyone needing to create or modify their estate records.

We just completed our family trust with Paul! He gave us expert advice and explained everything about the trust. We are amazed at how quick and easy it was. We highly recommend Paul.

Paul is very knowledgeable and thorough. He did a great job in educating us and made sure we understood all the aspects of our trust that others never brought to light. We highly recommend him and will be referring family members to him.

Paul was exceptional in reworking our trust after moving to Bend from out of state. He asked all the right questions, provided opinions for options and provided the finished product on time and at the agreed price. Highly recommend Paul Heatherman for any trust, will or estate needs.