Testimonials

“We kept procrastinating on our estate plan until we were a month away from leaving on a vacation to Mexico – without our kids, and we still hadn’t named a guardian for them! Heather completed our estate plan in just two weeks, and we enjoyed our vacation much more knowing that our two children would be taken care of if anything happened to us. Thanks Heather!!”

– Tina T., mother of 2, Mill Valley, CA
(Special California proposition 13 advice included in estate plan.)

“I have always considered estate planning a daunting experience. I procrastinated for many years until I met LJ. She truly made the process so much easier. Her kindness and patience made me feel at ease. Don't hesitate to schedule a consultation, you will be happy you did”

– Sheila, San Francisco, CA

“Heather is very knowledgeable, and she did a very thorough estate plan for me and my husband. We both have kids from a prior marriage, and we own property in different states, but Heather had no problem handling these issues, and her fee was very reasonable.”

– Jim & Linda W., parents of 5, San Rafael, CA

"My husband and I procrastinated for years about getting an estate plan done, mainly due to concerns about our blended family, but LJ was amazingly warm and informative from my initial exploratory phone call, and she immediately seemed like someone who would be able to understand and help with our specific needs. This was true throughout our process, as she put time and effort into addressing our concerns, never rushed us, and ultimately helped us create a plan that we both feel very comfortable with. LJ’s knowledge and thoroughness made her an absolute pleasure to work with, and we highly recommend her!"

– Leila and Randy, San Rafael CA

“As a mother, Heather understands the importance of protecting your children in the event that something happens to you. She made us feel very comfortable with our estate plan, and I honestly feel like I have one less thing to worry about every time I leave my son with a babysitter. Thanks for the peace of mind.”

-Shannon S., mother 1, San Francisco, CA

"Nobody wants to work on their will. I’m going to die. Terrific. That said, if you are faced with this somewhat depressing task, we would whole-heartedly suggest you work with Heather Robertson, a particularly helpful, talented attorney we just worked with on our trust and will. Heather came to us highly recommended by our financial advisor, and the accolades were right on the mark. She was clear and responsive; her advice thoughtful; her rates incredibly fair, particularly when I look back on the considerable number of hours she worked on our behalf. Over and above the excellent work she provided on our will and trust, when we were subsequently faced with a real estate issue, Heather didn’t hesitate to pick up the phone and answer some questions–and then helped negotiate the issue through with the other party. For estate transactions, you could do no better."

-Tom & Lynn, San Francisco, CA

“I am always so glad to hear that my clients had amazing experiences with Heather. She is an asset and wonderful person. I am grateful to know her and be able to refer clients to her without hesitation.”

- Michelle D., Financial Advisor in Larkspur, CA