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Susan I. Jean
also known as Susan I. Jean
About Susan
Biography
I have chosen to focus my practice in the area of estate planning. Although the concerns and goals my client and family have are common, each person comes to me with a unique personal, family, financial, and medical, history that are hers or his alone. I enjoy the process of bringing my knowledge and experience to bear in crafting a plan that will work for my clients and their families.
Practice Areas
2
Practice Areas
Estate Planning
90%
34 years
Elder Law
10%
34 years
Fees and Rates
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Chat withLicenses
Licensed in Virginia for 33 years
State: Virginia
Acquired: 1992
No misconduct found
Location
The Heritage Law Group
1700 George Washington Highway, Suite D, York County, VA, 23693
The Heritage Law Group
6558 Main Street, Suite 2, Gloucester, VA, 23061
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Susan I. Jean's Reviews
Showing 1 - 5 of 49 client reviews from Avvo
Posted by William | July 8, 2024 | Hired Attorney
This review is from a person who hired this attorney.
Estate Plan / Trust
Susan did a great job laying out a plan for my Estate/Trust. She did a super job explaining the details of the trust making sure I understood all of the details incorporated in the Trust. Susan made sure all of our questions were answered. I am very pleased with the details of the Trust knowing tha...
Susan Jean
Replied last July 8, 2024So often it is worrying about family members' well-being that brings folks in to see me. I am pleased that you are comfortable that your family member will be cared for properly, and that you entrusted me to draft your documents.
Posted by Sandy | May 21, 2023 | Hired Attorney
This review is from a person who hired this attorney.
Ms.
The entire experience with Susan Jean was exceptional, from the initial scheduling of an appointment, the consultation, and completion of will. Susan was friendly and professional, and she made me feel comfortable. Susan answered all of my questions and seemed to have my best interest's heart. I ...
Posted by Mickey | December 8, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Great Lawyer
We are very grateful that our family member referred Lawyer Susan Jean because she was very informative and was able to explain all of the details about Last Wills and Power of Attorney in a way that it was easy for me and my husband to understand. She provided her expert advice that enabled us to ma...
Posted by Kathy | October 23, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Highest recommendation
Our family selected Susan Jean for our Estate Planning, on the recommendation of our previous local lawyer, due to her expertise in Elder Law. She and her staff were wonderful to work with and they absolutely met our unique needs. They were very easy to schedule with and prepared/explained our docu...
Susan Jean
Replied last October 27, 2021I thank you for the review! I agree with you; Missy, who schedules the whole law firm's appointments, is a delight and I'm glad she made the experience easy for you.
Posted by Deborah | August 31, 2021 | Hired Attorney
This review is from a person who hired this attorney.
Estate Plan
Susan Jean recently handled our estate planning. She and her staff were extremely professional and knowledgeable—-and most important to me, they were friendly and completely focused on my situation. Mz. Jean was helpful in explaining the law in layman’s language so that I could easily understand th...
Susan Jean
Replied last October 11, 2021Thank you! In particular I am particularly proud of my staff; in my opinion they are the best in the business. They make me look good : )
Susan I. Jean's Lawyer Endorsements
"I've known Susan for years through the Virginia Academy of Elder Law Attorneys. In simple terms, she knows her stuff. She combines a pleasant personality with a no nonsense approach for her clients. I'm delighted to have her as a friend and a colleague."
"I endorse this lawyer."
"Attorney Jean is respected throughout the state as an expert in elder law matters. She is caring and conscientious towards her clients. Her excellent reputation is well-deserved!"
"Susan brings her considerable talents & positive perspective to the service of her Estate Planning clients. She helps guide them through one of the most challenging aspect of Life Planning. She is a credit to the legal profession."
"I endorse this lawyer."
"I endorse Susan Jean and refer elder law cases to her because she is both competent and caring in helping her clients."
"I endorse this lawyer. Susan takes a great interest in her clients and provide thorough, effective, and comprehensive estate planning advice."
"I strongly endorse this lawyer. Mrs. Jean is recognized throughout the state as an expert in Elder Law. She consistently goes out of her way to offer personal care and attention to her clients. I regularly refer clients to her with the knowledge that they will be well represented in their legal matters."
Robert Brooks
Estate planning lawyer
Ross Hart
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Jennifer Kahl
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Brian Decker
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Adrienne Sakyi
Litigation lawyer
Matthew Sunderlin
Elder law lawyer
Elizabeth Bircher
Elder law lawyer
William Carmines
Unknown lawyer
David Otey
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Clara Swanson
Guardianship lawyer
Experience
Honors
2013
Certified Elder Law Attorney (2nd renewal), National Elder Law Foundation
2010
Preeminent 4.8 out of 5.0, Martindale-Hubbell
2009
Accredited Attorney, Department of Veterans Affairs
2000
Certified Elder Law Attorney, National Elder Law Foundation
Work Experience
2017 - Present
Owner, The Heritage Law Group
2006 - 2012
Owner, Susan I. Jean & Associates, LLC
2001 - 2006
Owner, Jean & Luscomb, LLC
1994 - 2001
Owner, Susan I. Jean, PC
1977 - 1989
Logistics Manager, Special Programs, Air Force, United States Civil Service
Associations
2001 - Present
Peninsula Estate Planning CouncilMember
1995 - Present
National Academy of Elder Law AttorneysMember
Virginia Academy of Elder Law Attorneys
Past President
York-Poquoson Bar Association
Past President
2013 - 2015
Peninsula Agency on AgingMember, Board of Directors
2007 - 2009
Peninsula Pastoral Counseling CenterBoard of Directors
2005 - 2007
ARC of the Virginia PeninsulaBoard of Directors
Sample of Legal Cases
Mennowood v. xxxxxxx
Guardianship and Conservatorship granted
Education
1992
University of Dayton School of Law
J.D.
1977
Cleveland State University
B.A.
Speaking Engagements
2016
25th Annual Advanced Elder Law Seminar
Real Property and Crisis Medicaid Planning
2013
VAELA Unprogram 2013
Medicaid 101
2012
VAELA Unprogram
Medicaid 101
2011
Virginia Academy of Elder Law Attorneys Annual meeting
Program of All-Inclusive Care for the Elderly (PACE)
2011
3rd Annual VAELA UnProgram
Medicaid Planning for the New Elder law Attorney
2009
18th Annual Advanced Elder Law Seminar
Legislative and Medicaid Update 2009
Publications
2016
Virginia CLE
Real Property and Crisis Medicaid Planning
2013
Virginia Lawyers Weekly
Medicaid: Bridging the Communication Gap
2012
Presented, VAELA Un-Program
Medicaid 101
2010
Virginia CLE
Outline: Legislative and Medicaid Update 2010
Languages
English
Activity
Legal Answers
Legal Answers
Q&A
If I have joint tenant with right of survivorship, do I still own half before the Grantor dies?
14 Sep 2020
Q&A
Is it better to get a will or set up a revocable living trust?
20 Jun 2018
Q&A
If my son is in a coma and he has bills that has to be paid can I get power of attorney over his daughter
28 May 2018