I highly recommend Heather Harshman for your living trust needs! She has been extremely knowledgeable and generous with her time, helping us through the process of our living trust in California and then in Washington since we moved there. We're confident that all our important matters are in order for our future. read more

We recenttly had Heather Harshman update our will and trust. Working with Heather was so helpful. She does much more that filling in the blank spaces in the boilerplate. For example she pointed out other topics for our family to discuss at this time. Heather explained the process very clearly and meticulously explained how the documents reflected our requirements. She is very relatable and we felt that we had a personal connection with her and that she would do the best for us and our family. Our two middle-aged sons were present at our second meeting where we signed the documents. One son has just had his will and trust prepared by his lawyer in Colorado and after she left he commented "Heather is awsome". read more

I want to thank Heather for being so kind, supportive, and thoughtful throughout the process of establishing my estate plan. I have recently lost my spouse and was feeling vulnerable about my own affairs. Heather understood what I needed and pointed out things I hadn't thought about. She helped me understand each step. After some price comparing I found it was a great value. The peace of mind I have now is invaluable. I know I can count on her to continue to help me feel secure about my estate throughout the changes that life brings. read more

I kept putting off getting a will and trust set up - who really wants to deal with this stuff? Ms. Harshman made it so easy and is reasonably priced. She is knowledgeable, up-to-date and returned my call while she was on vacation! I had an appointment to meet her within a short time and she gave me a packet to complete that made me think of everything I needed - even things I'd never thought about. The relief of having my affairs in order and the peace of mind knowing my wishes and assets are taken care of is amazing. I highly recommend Ms. Harshman and her personable and straight-forward approach. read more

Heather's skill to address the challenging "human side" of Trust conversations and decisions is remarkable! She deeply listens and develops the ideal language to convey the most complex issues! read more

We needed to create a trust for my father and Heather was amazing and very patient explaining everything to us. Would definitely recommmend her to anyone requiring a will and trust. read more

My wife and I contacted Heather to help us with our Trust, and it couldn't have been a better experience! She made it super easy for us, and it was a totally comfortable situation. It can be a little strange discussing what happens to everything once you're gone ... but she was super helpful with everything. To be completely honest, it was one of those things we talked about doing for years, and just kept putting off. But I'm glad we did it, and I'm glad we have everything in order now! I don't know why we waited, but I'm glad we found Heather. :) read more

I highly recommend working Heather for Will and Trust services. She was wonderful to work with- always available when I needed something, patient with me, and reasonably quick turnaround. Working with Heather was a relief as she understood all of my concerns, was super friendly, and I felt great value for money spent. read more

Setting up my trust with Heather was such a great experience, it felt like sitting down with a close friend! Heather was very accommodating and flexible with scheduling a meeting time that fit my busy work schedule. She had everything prepared and ready to go for me, was extremely knowledgeable and made it all very easy to understand. Heather set up my brother's trust as well and we both definitely recommend using her services for any estate planning/trust needs! read more

I had an amendment done by Heather and she was so wonderful to work with. Because she was so honest and fair, the amendment price was better than expected. Some lawyers tried to have me change my whole will and others had prices that were sketchy so Heathers honesty was much appreciated. read more

Heather Harshman is so incredibly helpful. She recently helped my family with estate planning, and I could not be more grateful. Estate planning is something that is easy to put off because it can seem daunting. I was so impressed with Heather Harshman and her work. She is personable, thorough, and so thoughtful. You can tell that she loves her work and cares for people. If you've been putting off estate planning, just take one simple step right now: call Heather Harshman. You'll be glad you did. Once you call, you will be in good hands, and she will take good care of you and your family. read more

Heather was an absolute pleasure to work with. She is knowledgeable, professional and kept my families best interest heart. Completing a Will and Trust seemed like such a daunting task to accomplish but she walked us through each step seamlessly, was always sure to check in, answered our questions and made sure we understood each step of the way. We HIGHLY recommend her services! read more

Heather spoke with me about estate planning which, as a 33 year old, is not something that is often close to mind for me. Without any pressure she educated me on the process of making a will and how important it was to make sure that my loved ones received my wealth. I'm so thankful to have met her and worked with her. She truly took what could easily have been an overwhelming situation and made it something simple to work through. Thanks, Heather! read more

Heather helped my family with estate planning/trust. She is friendly, knowledgeable, and efficient. Call her if you need help with estate planning. Highly recommend! read more

My mother and I both worked with Heather on our estate planning. Heather was kind, supportive and empathetic. She was responsive to all of our questions and concerns. While this process isn't always the most pleasant, Heather made it as smooth as possible. I recommend Heather's services to anyone who is interested in them. I'm glad I have completed my estate planning and can sleep better at night now :) read more

We created our family trust with Heather Harshman and it was a wonderful experience! She is very sharp and an excellent advisor. She was very patient as we made decisions and a very good listener. She has a gift at helping people. We would highly recommend Heather to anyone with Estate Planning needs. We loved working with her and have been telling all of our friends about Heather. If you are looking for someone to help you, you have found her! read more

We recently worked with Heather to do our estate planning and it couldn't have gone smoother, or been any easier. It was something we had talked about doing for a long time, but kept putting off because it seemed so daunting. It gives us so much peace of mind now knowing that we have a plan in place. I strongly recommend meeting with her if you don't have a trust or will, or if it's something you too have been considering. She is fabulous and makes the process very easy! read more