Susan I. Jean

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!

During a recent Google search for estate planning attorneys, I discovered Susan I. Jean at the Heritage Law Group. We chose Ms. Jean because she was familiar with the Commonwealth Community Trust (CCT) and, therefore, was able to review our submission documents. The other compelling reason was enti...rely subject--she has a face that exudes confidence, trust, and integrity. Meeting her in person only affirmed our visceral reaction. My husband and I both found Ms. Jean to be empathetic and easygoing. We related our goals to have new wills created, etc. Since we are at advanced ages, we want to do our best to ensure that our special needs grandson is able to get the substantial support he will require to exist once we can no longer advocate for him. In the event that the CCT fails in the future, our wills are written to have a special needs trust perform a similar fashion to protect Austin's public benefits such as Medicaid. Both her paralegal and Ms. Jean were very knowledgeable, efficient, and charming. We feel privileged that to have hired her law firm to prepare and help execute our wills and POA's. In November, we plan to use her legal services again as we prepare for petitioning for guardianship of our grandson before he turns eighteen in May 2020. We know we'll be in good hands. Without any reservations, we recommend this stellar law group.

I consulted with and hired Mrs. Jean for Estate Planning. I am very pleased with not only the professional service that Mrs. Jean provided but wonderful hospitality. Mrs. Jean was very patient and kind. I felt I could ask her anything and get an answer that I could understand. I felt very comfortable... and at ease. I was sure that I was receiving expert advise from the best!

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 o...f 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.