Susan I. Jean

Susan I. Jean

also known as Susan I. Jean

4.9
Rating: 9.2

Licensed for 33 years

Estate planning Lawyer at York County, VA
Practice Areas: Estate Planning, Elder Law

1700 George Washington Highway, Suite D, York County, VA

About Susan

Biography

Practice Areas

2

Practice Areas

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.

34 years

90%
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.

34 years

10%

Fees and Rates

We have not found any cost information for this lawyer


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Licenses

Licensed in Virginia for 33 years

State: Virginia

Acquired: 1992

Retired

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

Avvo Review Score

4.9 /5.0

49 Client Reviews

Filter Avvo Reviews (49) Refine reviews to match your needs. Use the filters to quickly surface reviews that align with your case or priorities.

Showing 1 - 5 of 6 reviews | Responsiveness

Posted by Nancy | October 07, 2020 | Power Of Attorney

Why didn’t she help me?

I went to Susan Jean for some legal financial matters for a person who I have a POA, she suggested a few things which I did, I called her office and asked for a couple of a document she made from the information I provided her, in fact I think I called 3 times, never did she return my call or provide... the document! I paid $650. and can honestly say I didn’t get anything in return! It’s very puzzling to me as I read all these great reviews from her other clients!??????? I guess this was a consultant visit, not even sure about that!

Susan Jean

Replied last October 07, 2020

I am very sorry you had a bad experience. If you would please email or call me personally I would like to understand better what happened. As you say, I work hard to provide excellent service and when a client is not happy I want to make it right. Again, my apologies!

Posted by Jane | July 18, 2020 | Hired Attorney | Estate Planning

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 pos...sible. I cannot tell you how much I appreciated their calm expertise and compassion. I highly recommend Susan Jean and her wonderful staff.

Susan Jean

Replied last 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 David | June 05, 2018 | Hired Attorney | Elder Law

Recommendation

I first heard about Attorney Susan Jean at my Alzheimers Support Group meeting. One of the men engaged Susan as his Elder Law Attorney. When he said she was very professional and responsive, I asked why. He told me Susan answered calls even on weekends and she was most helpful. It was a successfu...l relationship. Therefore, I made an appointment with Susan at The Heritage Law Group in Gloucester. As a retired Engineering Executive I recognized immediately that Susan and the staff were very knowledgable regarding Medicaid law and qualifications for eligibility and the application process. I retained Susan and the Heritage Law Group services on the spot. Susan and the staff, specially Long Term Care Benefit Specialist Nicole Short have been professional to the highest degree. Every detail was thoroughly explained. Susan and Nicole were very responsive to my questions. Despite some of my errors responding late with financial data in a timely manner Susan and Nicole were SUCCESSFUL in helping my wife become eligible for Medicaid. If there were a rating system for Elder Law Attorneys I would give Susan 5 stars. I highly recommend Susan as an Elder Law Attorney. David Hartfield, Virginia

Posted by Karl | January 06, 2017 | Hired Attorney | Estate Planning

Estate Planning

Attorney Jean prepared all documents required for a widowed man to deal with final disposition of estate. Ms Jean was very helpful in suggesting the proper documents required and the most cost effective for my financial status and estate. e.g., Will vs Trust. She is very pleasant to work with and ...quick with all the answers and solutions to issues and client questions. Highly Recommend!

Posted by anonymous | June 17, 2016 | Hired Attorney | Estate Planning

Estate Planning

At the recommendation of our financial adviser, we contacted Susan Jean, of The Heritage Law Group, for legal documents related to estate planning. From the initial consultation, Susan impressed us with clear explanations of legal language in layman's terms. She and her staff were available via phone... and email for any questions. The professional services we received were tailored to our individual situation and the final product should serve us well for the future.

See All Client Reviews

Susan I. Jean's Lawyer Endorsements

Endorse Susan
Ross Cameron Hart headshot
Ross Hart

Elder law lawyer | 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."

Steven Andrew Meade headshot
Steven Meade

Elder law lawyer | Mar 05

Relationship: Worked together on matter

"I endorse this lawyer."

Jennifer D. Kahl headshot
Jennifer Kahl

Unknown lawyer | 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!"

Michael Leo Potter headshot
Michael Potter

Estate planning lawyer | 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."

Brian Wayne Decker headshot
Brian Decker

Estate planning lawyer | Feb 23

Relationship: Fellow lawyer in community

"I endorse this lawyer."

Mark Randolph Matney headshot
Mark Matney

Elder law lawyer | 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."

Adrienne Michelle Sakyi headshot
Adrienne Sakyi

Estate planning lawyer | 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."

William Henry Carmines headshot
William Carmines

Elder law lawyer | 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."

View All Endorsements
Robert T. Brooks headshot
Robert Brooks

Estate planning lawyer

Ross Cameron Hart headshot
Ross Hart

Elder law lawyer

Jennifer D. Kahl headshot
Jennifer Kahl

Elder law lawyer

Brian Wayne Decker headshot
Brian Decker

Litigation lawyer

Adrienne Michelle Sakyi headshot
Adrienne Sakyi

Litigation lawyer

Matthew Clarke Sunderlin headshot
Matthew Sunderlin

Elder law lawyer

Elizabeth Ellen Bircher headshot
Elizabeth Bircher

Elder law lawyer

William Henry Carmines headshot
William Carmines

Unknown lawyer

David William Otey Jr. headshot
David Otey

Estate planning lawyer

Clara Potter Swanson headshot
Clara Swanson

Guardianship lawyer

Experience

Rating:  9.2 (Superb)

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 Council

Member

1995 - Present

National Academy of Elder Law Attorneys

Member

Virginia Academy of Elder Law Attorneys

Past President

York-Poquoson Bar Association

Past President

2013 - 2015

Peninsula Agency on Aging

Member, Board of Directors

2007 - 2009

Peninsula Pastoral Counseling Center

Board of Directors

2005 - 2007

ARC of the Virginia Peninsula

Board of Directors

Sample of Legal Cases

Mennowood v. xxxxxxx

Guardianship and Conservatorship granted

See More Legal Cases

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

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