Before I met Clark, I had already gone through two others attorneys who said they couldn’t meet my unique legal estate planning needs. I wanted a custom, originally crafted Will that incorporated a prospective Heritage Trust. Clark and I had a handshake agreement and he produced everything he said he would on time and on budget. Not only did Clark do a great job, he was fun to work with.
James G. – Sacramento
Just wanted to thank you for making our trust set up so easy! We have been putting off because we were so intimidated by the process but you made it painless!
Julie H. – Folsom
We were impressed by the speed, professionalism and the high level of technology usage. We’ve already referred you twice – we love you guys!
Mike L. – El Dorado Hills
It was a lot easier than we thought. Afterwards we felt a huge relief that no matter what, our children would be taken care of the way we want. Clark helped us through every step of the way and brought things up that we never even contemplated.
John T. – El Dorado Hills
Clark was wonderful to work with. I would have done it much sooner had I known how pleasant it would be, and how much peace of mind it would bring! As a parent, he really understood and addressed our concerns as parents of young children.
Melissa S. – Sacramento