Heggie Wochner employs a holistic approach with their clients to identify and achieve each client's planning goals. Potential clients can expect to meet with an attorney for a one-hour free initial estate planning consultation where the attorney will review the estate planning questionnaire and discuss client's needs and goals. We can meet by phone, Zoom or in person. Then the attorney can provide a scope of work and fee which, if agreed upon, will be documented in an engagement letter to foster transparency and communication from the beginning of our working relationship.
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Sentiment Analysis
Veronika ensured the whole process went very smoothly and effectively, no time wasted.
Their expertise and guidance turned it into a positive experience for me.
John is really down to earth and easy to work with.
Mallory and Corinne were great to work with--they were always responsive and helped explain everything throughout the process.
Corinne and John were extremely nice and made us feel as though our personal situation really mattered to them, and that they wanted to make sure our documents were done correctly.
Corinne and team did an outstanding job with our estate planning.
We worked with John and Mallory on estate planning and were extremely satisfied.
Highly professional and extremely personable.
After hearing an interview on the radio with John explaining the details and importance of Estate Planning in terms I could understand, we gave then a try.
After the death of my wife I needed to review my estate plan and change my will.
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