Susan I. Jean

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 d...ocuments 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.

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 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.

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.