I recently worked with Heritage Law to create an estate plan and trust for my mother. Matt and his team are very thorough and professional in every way. My only regret is that I hadn’t contacted them sooner!
I first met Matt because I needed an attorney to handle my mom’s Medicaid application. I searched online for attorneys in my area and came across The Heritage Law Center’s website. I read the many positive reviews and decided to set up a consultation. Matt was able to explain the complex world of Medicaid, and how it applies to an individual’s estate, in a way that I could understand which was such a relief to me because I approached several attorneys before reaching out to Matt and was utterly confused. Matt was able to clear everything up for me and I actually understood what he was saying! I felt like a huge weight was lifted off my shoulders after my consultation meeting. He successfully handled my mom’s Medicaid application and provided me with some valuable information that I needed to guide me in the right direction. A few months later, I went back to Matt to help me set up a trust for my estate. The process was smooth and very efficient. Again, Matt was able to explain the whole process to me in a way that I could easily understand and I felt extremely confident that he had my best interests at heart. He and his staff are wonderful! I was provided options when it came to signing documents and they made sure I was comfortable with everything given our current Covid situation. Words cannot express the gratitude I feel towards Matt. He helped me out in a really tough time of my life and helped me navigate a world that was foreign to me. I highly recommend reaching out to him if you have any questions or are in need of a competent, kind, and reputable attorney to handle your estate needs. Thank you so much, Matt, for all of your help. I sing your praises to anyone who is looking for an estate/elder law attorney!
Matt and his staff were friendly and quite helpful in setting up our family’s estate plan. Due to the COVID pandemic we were able to do the process via video conferencing, eliminating the need for my parents to be exposed to others during these times. I highly recommend his services to others.
My husband and I had a time sensitive need to update our estate plans to include a living trust which included provisions for a special needs relative. This endeavor was all new territory and language for us and Matt took significant time and attention, over multiple in person and phone calls, to make sure that he fully understood what we were trying to accomplish and that we fully understood the Living Trust and the other documents he prepared for us. He also worked diligently to meet our personal time needs.
We never felt rushed and feel most confident that the plan that was developed fully meets our needs. We know that we will be engaging Matt again either through personal contact or through the instructions to our successor trustees to engage Matt for all the ongoing needs of our estate disposition and special needs trust management. He instills a sense of true confidence and I must add, that as a long time manager myself, I was extremely impressed with how the final documents were organized for ease of access for ourselves and our successor trustees…very professional. We cannot recommend him highly enough!
I am extremely pleased with the Heritage Law Center. Attorney Karr explained everything in detail but in understandable language. He is professional and efficient and I highly value his advice. I also had the opportunity to work with his paralegal and administrative assistant who are knowledgeable and, it was a great pleasure to work with them as well.
Attorney Karr is kind, attentive, thorough, thoughtful, professional. He updated my entire estate plan for me since I got remarried. He also talked thoroughly about how to plan ahead for long term care and medicaid asset protection. He is so calm and down to earth and really sensible. Just wonderful to work with. I’ve already referred a friend to him!
My wife and I are 70 years old and needed a trust. Matthew Karr at the Heritage Law Center provided excellent service for us. He listened and built our trust based on our needs. There was no pressure and we both were able to understand the complexities of the trust. Our daughter also was able to attend which made us more confident if she needed to administer our trust should we be incapacitated. I fully recommend him for anyone needing a trust.
Our experience with Attorney Karr was excellent. He was extremely thorough and took the time to answer all of our questions and addressed all of our Estate Planning needs. He was extremely easy to talk to and was very professional. I would highly recommend Matt Karr for any level of Estate Planning needs.
Matt Karr is a highly skilled and knowledgeable attorney. He explained complex legal issues and reduced them into understandable concepts. He assisted us in understanding our options and guided us in our decision making. He did all of this for fair and reasonable fees. I highly recommend him.
We were impressed not only by Matt’s estate planning knowledge and expertise, but also by what a good listener he was. He had no problem answering our questions in a way that was simple, straightforward and put us at ease. Our CFP thought Matt’s documents were some of the most complete and comprehensive she had seen. We highly recommend Matt!