Heritage Legal, PC - Palm Springs, California

Robert B.

I was growing concerned in not wanting to bother friends with the duties of managing 'things' after I'm gone. And, no close relatives.
Heritage Legal mentored me and advised me. While it is a cliche, I literally felt like I was in Good Hands, hands that cared about doing a good job. I am grateful to have found Heritage.
Thanks,
Bob Butler

Ellis L.

With the expertise of Chris and his legal assistant Tara, we were able to accomplish and complete the process of a difficult divorce. Both they and I remained positive so that there would be no negative side on the outcome. My partner and I are still friends and we understand the situation. With the guard rails up (the explanations of what the process is and how it works) and the honesty and expectations that were delivered to me, by Chris and staff, I think we have successfully completed another chapter in my life. Chris and his staff are professional, smart, savvy, and also understanding to the time constraints that sometimes pop up. I really feel that they took my thoughts and opinions seriously, and with that I was able to complete the process of this divorce. They went the extra yard at the end to make sure that all the documents that were completed were signed or signed correctly and dated correctly before returning me the information in a professional binder.

A new start is in the works, but I know that I would have never gotten to this point where I am without the help and honesty of the Heritage Legal office.

Cudos to every one over there.

Geoff K.

Chris did our estate planning and trusts. He is very attentive and knowledgeable on the issues and answered all of our questions. I appreciate that on some issues he said he wanted to do research to make sure of the best way to proceed. He also has been very good about following up with us. The staff at the office were also great to deal with. We have recommended Heritage Legal to a number of friends who have all been happy with their work.

Sean H.

Extremely happy with the services that Chris Heritage and his staff have provided us regarding our estate planning needs. They are incredibly organized and thorough and made the entire process very easy. I have known Chris for many years and trust him completely with our estate plan. I’ve also referred many friends and my own clients to him and have only ever heard positive feedback. I highly recommend Chris Heritage and Heritage Legal.

Marcia C.

Our experience at Heritage Legal was superb.
Their legal expertise and knowledge was excellent .
Chris's explanation of our estate plan was clear and concise.
We left the office feeling that our estate plan was done properly and Chris met all of our needs.
We would highly recommend Chris and his team.

Music G. (.

Great and very easy experience. I wanted to find an attorney that had a significant LGBTQ estate planning practice so I reached out to my friends, neighbors and former colleagues for referrals. I had seen Chris Heritage in some media lists but his name came back numerous times from those in my network -- with excellent recommendations including from a fellow estate planning attorney. So I felt confident in reaching out to Chris. He and his team were very responsive and quickly had our state documents ready to go. In the process he answered all of our questions and made practical suggestions on estate distribution options. You won't regret using Chris. Highly recommended.

Garyztwo

My husband and I had to update our wills so we decided to meet with Chris Heritage who was recommended by a friend. After discussion with Chris, we decided to create an Estate Plan. We found the process to be a very positive experience. Chris is very knowledgeable, personable, and perfectionist. Chris put together an excellent well thought-out plan, and set forth clear recommendations on follow-up steps. We were very happy with the outcome, and would strongly recommend Chris Heritage to any one requiring good legal advice.

Thomas B.

I am a retired lawyer and tend to be critical of other lawyers' work. Chris Heritage is very good at what he does. He explains to the client what his view of the estate plan appropriate for you. Then he leads you through the decisions that you need to make, gently prodding you to clarify your thinking. He also draws a decision tree as you proceed, so you can see the plan taking shape. My partner and I were impressed by ease and clarity of the process, which must be the result of extensive experience and a first class legal mind. We would recommend him without reservation to anyone seeking the services of an estate planning professional.