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Susan I. Jean

Estate planning Attorney at York County, VA

4.9   48 reviews

also known as Susan I. Jean

  • Licensed for 31 years
    State VA
    Acquired 1992
    Status
    Active No misconduct found

We have not found any instances of professional misconduct for this lawyer.

About Susan

Learn Susan’s areas of practice.

2
Practice areas
  1. Estate planning
    90%
    I will listen attentively to your concerns, and work with you to design and implement an estate plan designed to address your specific family situation, and financial concerns. Contact me at 757-384-9223 to schedule your personal appointment.

    32 years

  2. Elder law
    10%
    Our Attorneys work together to design and implement Long Term Care plans. It is rare that we find an issue that we have not seen before. We also have paralegals who have years of experience in helping clients implement the plan our attorneys design.

    32 years

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.  

Photos and videos

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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Reviews

4.9 / 5.0
  48 customer reviews
5 Star
 
98%
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Posted by Sandy | May 21, 2023
This review is from a person who hired this attorney.
| Hired 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 am very thankful for the referral from my friend and I would be very willing to refer Susan to any of my friends.
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Posted by Mickey | December 8, 2021
This review is from a person who hired this attorney.
| Hired 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 make an informed decision about our legal affairs. Thank you so much!
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Posted by Kathy | October 23, 2021
This review is from a person who hired this attorney.
| Hired 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 documents in a very professional but understandable manner. We would highly recommend Susan Jean and the Heritage Law Group.
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Response from Susan Jean October 27, 2021
I 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
This review is from a person who hired this attorney.
| Hired 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 the process. I would highly recommend her.
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Response from Susan Jean October 11, 2021
Thank 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 : )
Posted by Lynn | August 10, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Very Accommodating
I was unable to meet with Mrs. Jean in the office so she offered to meet with us in our home to finalize our wills, medical directives and POA’s. I feel she went way beyond in every aspect of handling our business. I can not thank her or her staff enough for her professionalism and generosity in coming to our home. Many Thanks
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Response from Susan Jean August 11, 2021
I thank you for your courtesy welcoming us into your home! Best, Susan
Posted by Elizabeth | July 28, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Estate Planning
We were very impressed with Susan Jean and her staff. She interviewed my husband and I to see what we needed and wanted. Very professional, kind, and thoughtful. We're very glad to have this done and not have to worry about it any longer. Everything is in place.
Response from Susan Jean July 28, 2021
Elizabeth, I'm glad I was able to take the worry away! It is a good feeling to "check off one of the boxes". Susan
Posted by bob | July 23, 2021
This review is from a person who hired this attorney.
| Hired Attorney
rating
very pleased with her, she listened to my situation very intently and promptly developed a plan of action. very thorough, knowledgeable and takes time to explain it in lay terms,
Response from Susan Jean July 24, 2021
Bob, thank you for your kind words. I am proud that I was able to help you feel comfortable with the process. Having folks in my conference room is kind of like having them in my home!
Posted by anonymous | July 8, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Exceptional service and personable!
My husband and I went to Susan Jean to update our will and take care of other personal business as she had previously helped us with his mother's estate matters years ago, and we had been very impressed with her and her work then; thus, we went to her once again, this time for our needs. Susan and her staff were not only capable and most professional, but their manner was friendly, sincere, and cordial. They really made what might have been difficult a reasonable and pleasant experience! I would highly recommend Susan Jean to anyone who has need of an elder law attorney. In our opinion, she is the very best! We thank you, Susan, for all your assistance with our will, and other papers. You explained things so well, and gave us check lists to go by so we would know what to do, when to do it, and we had it in writing, in language we could readily understand! Your assistant was also most helpful as he even offered to come to our home and deliver paperwork! Our sincere appreciation for your expertise and clarity as you made the experience almost fun!
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Response from Susan Jean July 9, 2021
I am pleased that you felt comfortable with our services :) I am fortunate that I enjoy what I do, and I believe that translates into satisfied clients. And on behalf of Scott, I appreciate the complement.
Posted by anonymous | February 14, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Return Client
I have had the benefit and pleasure of utilizing Susan Jean's estate planning services on multiple occasions as my personal and financial needs changed. Her warm, knowledgeable, and professional expertise are unmatched. She was able to help me put my complicated objectives into words, producing a final product that thoroughly addressed all of my needs. I always felt confident in her advice because she knows estate planning in great detail. I was also impressed with her staff who was always accessible and attentive when I needed assistance. I have referred other clients to her and they have been equally impressed with her abilities. Should I need additional estate planning in the future, I will call Susan Jean.
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Response from Susan Jean February 18, 2021
Thank you! This is a dreary day and your kind and sunny words are greatly appreciated. : )
Posted by anonymous | January 18, 2021
This review is from a person who hired this attorney.
| Hired Attorney
Will
Susan was very helpful in assisting me with my will. Her explanations were clear and the “in plain English” version of my will was a great tool. She also took the time to aide in another situation which was not on our agenda.
Response from Susan Jean February 16, 2021
Thank you for the review! And yes, I spend time on the "Plain English" explanations for exactly the reason you give; I find it a great tool for clients.
Posted by Karin | December 22, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Will
Updated our will.We really appreciated the wonderful plain English explanation of our wishes in word and writing.Thank you.
Response from Susan Jean January 8, 2021
I appreciate it! It is important to me that my clients understand what they are signing when they sign. So your comment is truly appreciated. Susan
Posted by anonymous | November 14, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Excellent Support and Customer Service
My wife and I hired Ms. Susan Jean to put together a trust for us. It was fairly complicated in that we have multiple investment properties shared with another family member as well as a step children. Due to the COVID situation we were unable to meet with her in person so we accomplished all the upfront information via Zoom conferences. She spent literally hours with us through video determining what we wanted and answering questions after providing us with a draft copy of our trust. Between her and her paralegal Mr. Scott Gurdin I can't imagine how the process could have been any more professional, clear and concise. I would very highly recommend her to anyone who is in need of trust documents as we were. She was outstanding.
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Response from Susan Jean December 8, 2020
Thank you! I always appreciate the good words, and will continue to work hard to earn your trust.
Posted by anonymous | October 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
I highly recommend attorney Susan I. Jean
Susan I. Jean has superior listening and communication skills which I consider the foundation to planning my estate. Her expertise in this area is excellent and she crafted a trust that addressed all my unique concerns and requests. I have recommended her to several friends; and like me, they are very satisfied with her work.
Posted by Ann | September 4, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Outstanding
For years I had resisted setting up a trust, but it became obvious that we needed one. My daughter found Susan Jean, and we couldn't be happier with her. She answered all our questions and guided us through the rather complicated process. She really understood our desires and needs, and came up with an outstanding plan that made everyone happy. So nice to have an attorney with so much heart AND knowledge!
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Posted by Susan | September 1, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Will, Power of Attorney, and Trust
I was devastated when I lost my husband this year. Since I have children and grandchildren, I knew I needed to immediately get my estate ducks in a row in the event of my passing. Ms. Jean was recommended to me, and I couldn't be more pleased. I had a couple tricky items, and not only did she have a solution, she brought some things to my attention that I hadn't even thought of. Her staff was great, very friendly and helpful. I highly recommend Ms. Jean, she is warm and friendly, very knowledgeable, and attentive to detail.
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Posted by Mary | August 26, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Right On Advice
When we moved to the Commonwealth of Virginia 20 years ago, we needed to update our wills and power of attorney and medical power of attorneys, etc. Since Virginia was a commonwealth, we needed to be current with the laws in Virginia. This was done to our satisfaction as well as my mother-in-laws documents since she was living with us. Later on when my mother moved in with us, medical documents were needed giving me power of attorney for her. Susan was happy to once again help us out. We next met Susan Jean when she gave a presentation at our Senior Club in Gloucester about estate planning. At the time, we didn't need this, but just this past year my husband became ill and we needed to update all paperwork as well as create an estate for our 3 children. We met and discussed everything we wanted to cover. She got back to us within a month's time for us to go over things. Originals and copies were exchanged after changes were made. All documents were signed and then the Cares Act came out and she set up the changes we needed in our trust, since she had just created it for us. We are well pleased with her office and her professionalism. Her smiling face and her experience and expertise was so good for us. I would definitely recommend her services. Her office staff were all involved and went out of their way to get Deed into our trust.
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Posted by Theresa | July 17, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Susan I Jean came highly recommended and exceeded our expectations!
Susan I Jean came highly recommended and exceeded our expectation! Due to my husband’s stroke I had a great deal of concern on future medical needs and how our estate planning would be affected. I left the office with a workable plan in place and a great peace of mind. Susan I Jean took the time to explain the details and has the depth and breath of experience to understand the needs of her clients. We were treated with concern and compassion in a very professional way.
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Response from Susan Jean July 18, 2020
A wise plan keeps clients safe, and smooths family relations. Always our goal. Thank you!
Posted by Jane | June 8, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Excellent attorney and staff
My husband and I, both attorneys, hired Susan Jean to handle our estate work. She and her staff were always professional, timely and compassionate. They go out of their way to accommodate their clients to make a complicated and sometimes emotionally draining experience as easy and worry-free as possible. I cannot tell you how much I appreciated their calm expertise and compassion. I highly recommend Susan Jean and her wonderful staff.
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Response from Susan Jean July 18, 2020
I often joke that, done correctly, an estate plan allows family members to still sit down to Thanksgiving dinner together, and that is always in the back of my mind. I thank you!
Posted by Amy | May 18, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Helpful Guidance Through Estate Planning
Susan Jean made completing my estate trust very easy even though we had to do it virtually. She and her staff are very good at explaining things so that I can understand what to do and how to make good choices drawing up an estate plan and funding it.
Response from Susan Jean July 18, 2020
"Virtual" estate planning certainly has its challenges. I am learning along with my clients how to make the process work. Thank you!
Posted by Harrison | May 9, 2020
This review is from a person who hired this attorney.
| Hired Attorney
Retired Educator
Susan Jean of Heritage Law Group is both professional and ethical. We went to her to review a trust that had been established for us by a different attorney and found out that it was incomplete and would have cause immeasurable harm to our estate, had she not corrected it, during her review. She is both knowledgeable and ethical, and cares about her clients. I would highly recommend her!
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Response from Susan Jean July 18, 2020
Estate planning is like many (probably most) fields in the law ... a "fill in the blanks" cookie cutter estate plan may or may not work. And by the time you find that it doesn't work, it may be very difficult to change. Glad I could help!
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Contact for Details

Resume

AVVO RATING 9.5 (Superb)

Work Experience

  • Owner
  • The Heritage Law Group
  • 2017 - Present
  • Owner
  • Susan I. Jean & Associates, LLC
  • 2006 - 2012
  • Owner
  • Jean & Luscomb, LLC
  • 2001 - 2006
  • Owner
  • Susan I. Jean, PC
  • 1994 - 2001
  • Logistics Manager, Special Programs, Air Force
  • United States Civil Service
  • 1977 - 1989
View all work experience

Education

  • University of Dayton School of Law
  • J.D.
  • 1992
  • Cleveland State University
  • B.A.
  • 1977

Sample of Legal Cases

  • Mennowood v. xxxxxxx
  • Guardianship and Conservatorship granted

Associations

  • Peninsula Estate Planning Council
  • Member
  • 2001 - Present
  • National Academy of Elder Law Attorneys
  • Member
  • 1995 - Present
  • Virginia Academy of Elder Law Attorneys
  • Past President
  • N/A
  • York-Poquoson Bar Association
  • Past President
  • N/A
  • Peninsula Agency on Aging
  • Member, Board of Directors
  • 2013 - 2015
  • Peninsula Pastoral Counseling Center
  • Board of Directors
  • 2007 - 2009
  • ARC of the Virginia Peninsula
  • Board of Directors
  • 2005 - 2007
View all associations

Languages Spoken

  • English

Honors and Awards

  • Certified Elder Law Attorney (2nd renewal)
  • National Elder Law Foundation
  • 2013
  • Preeminent 4.8 out of 5.0
  • Martindale-Hubbell
  • 2010
  • Accredited Attorney
  • Department of Veterans Affairs
  • 2009
  • Certified Elder Law Attorney
  • National Elder Law Foundation
  • 2000
View all awards

Publications

  • Virginia CLE
  • Real Property and Crisis Medicaid Planning
  • 2016
  • Virginia Lawyers Weekly
  • Medicaid: Bridging the Communication Gap
  • 2013
  • Presented, VAELA Un-Program
  • Medicaid 101
  • 2012
  • Virginia CLE
  • Outline: Legislative and Medicaid Update 2010
  • 2010
View all publications

Speaking Engagements

  • 25th Annual Advanced Elder Law Seminar
  • Real Property and Crisis Medicaid Planning
  • 2016
  • VAELA Unprogram 2013
  • Medicaid 101
  • 2013
  • VAELA Unprogram
  • Medicaid 101
  • 2012
  • 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
  • 2011
  • 18th Annual Advanced Elder Law Seminar
  • Legislative and Medicaid Update 2009
  • 2009
View all speaking engagements

Attorney endorsements

Received (8)
Given (10)
Endorse Susan
Elder law Attorney | Jan 31
Relationship: Fellow lawyer in community
"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."
Elder law Attorney | Mar 05
Relationship: Worked together on matter
"I endorse this lawyer."
Unknown Attorney | Sep 19
Relationship: Worked for 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!"
Estate planning Attorney | Jul 25
Relationship: Fellow lawyer in community
"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."
Estate planning Attorney | Feb 23
Relationship: Fellow lawyer in community
"I endorse this lawyer."
Elder law Attorney | Jan 08
Relationship: Fellow lawyer in community
"I endorse Susan Jean and refer elder law cases to her because she is both competent and caring in helping her clients."
Estate planning Attorney | Jul 22
Relationship: Other
"I endorse this lawyer. Susan takes a great interest in her clients and provide thorough, effective, and comprehensive estate planning advice."
Elder law Attorney | Aug 23
Relationship: Worked for lawyer
"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."
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