Susan I. Jean

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,

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!

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.

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.

Updated our will.We really appreciated the wonderful plain English explanation of our wishes in word and writing.Thank you.

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.

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.

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!

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.

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.

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.

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.

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.

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!

I hired Susan Jean in 2017 to prepare a complicated Living Trust and Will for me. She uncomplicated my confusion with her skill at drawing a large flow chart of all I was tying to accomplish. So I heard AND I saw my objectives laid out in front of me including options for achieving my goals. All of this was done with gentle calmness and a smile. She is extremely knowledgeable in her field. She also has a very professional staff to support her and her clients. A year or so later, I needed her services again when my Trust and Will needed to be turned upside down. She has a keen sense of putting herself in your shoes and walking with you to ensure you reach your destination. I recently contacted her about a property sale within the family and she cleared up some concerns I had and lighted the way for me to proceed with the transaction. I have referred her to others who also have been very impressed with her for all of the reasons I have stated. Thank you Susan for excelling in your profession.