The Heritage Law Group

My mother-in-law passed away July 2022 and I was Executor. I had no idea what was involved in settling an estate. I set up an appointment with Jennifer Kahl at Heritage Law Group. Jennifer said this was not her area of expertise, but she recommended 2 names to me. Christopher Ulisse for Taxes and Trishia Giaccio for Paralegal. Both people were great and absolutely could not have had any better people to work with for the last year. Thanks to Jennifer, she made my life a lot easier the past year. Again, thank you Jennifer. I want to clarify something in my remarks above. I misunderstood Jennifer when I first met with her. She is highly qualified to handle all types of estates. Reason she recommended I contact Chris and Trishia was because my mother-in-law's estate was fairly simple in terms of closing it out. I hope this clarifies my original remarks on behalf of Jennifer. She is very capable of handling all estates.

I highly recommend The Heritage Law Group. We enjoyed working with Attorney Jennifer Kahl who handled closing of my mother's estate. She provide invaluable advice and made the process as easy and straight-forward as possible.

I cannot not say enough amazing things about Heritage law firm. Specifically paralegal Samantha (Sam) Spear and Attorney Robert Brooks who guided our family to a Medicaid approval for my parents. From the moment we had our initial consult, we were treated with such kindness and dignity by this amazing legal duo. They are so knowledgeable and experienced about the Medicaid process, you definitely feel right away you are in good hands. Samantha treated us like family throughout the process, and really advocated for us. She answered every question quickly, and with such patience and compassion. I will never forget what's she has done for our family, nor Attorney Brooks, essentially ensuring long term health care for our cherished loved one for the rest of their life. Don't think twice, hire this legal dynamic duo. They will forever be part of our family to me.

Walked us through our needs and answered all of our questions. We left the office with a lot more knowledge about our issue than we went in with.

I have always thoroughly enjoyed my Estate Planning relationship with Attorney Susan Jean and her team at The Heritage Law Group and have great confidence in their informed and thoughtful advice. My special thanks to Legal Assistant Kylee Wise for her close attention to detail, her patience, professionalism and very prompt follow-up!