Heidi Richert Clerc

PRO

Heidi Richert Clerc

5.0
7 reviews
This is an aggregated review score of Avvo and Lawyers.com reviews.
Rating: 9.0

Licensed for 16 years

Estate planning Lawyer at Palm Desert, CA
Practice Areas: Estate Planning, Probate, Trusts ... +5 more

74175 El Paseo, Palm Desert, CA

Virtual Consultation Available

About Heidi

Biography

Practice Areas

8

Practice Areas

Animal Law 14%

14%
Estate Planning 14%

14%
Guardianship 14%

14%
Power of Attorney 14%

14%
Probate 14%

14%
Trusts 14%

14%
Wills and Living Wills 14%

14%
Other 2%

2%

Fees and Rates

Cost

Hourly Rates

$ 495-495 per hour


Payment Methods

  • Cash
  • Check
  • Credit Card

Awards

Silver Client Champion
AV Preeminent Peer Review Rating

Licenses

Licensed in California for 16 years

State: California

Acquired: 2009

Active

No misconduct found

Location

Burt + Clerc

74175 El Paseo, Palm Desert, CA, 92260

burtclerc.com

Online Presence

Other places you can find Heidi online.

Heidi Richert Clerc's Reviews

5 star

(4)

4 star

(0)

3 star

(0)

2 star

(0)

1 star

(0)

Posted by Lyla | February 1, 2016 | Consulted Attorney

This review is from a potential client who consulted with this attorney.

Exceeded Expectations

I recently consulted Heidi with concerns over a problematic Living Trust of which I was Trustee. She spent ample time addressing the problems and advising how to proceed. To my surprise, she didn't charge for the lengthy consultation. When Heidi left the room at one point, my husband turned to me and... said, "I like her." I couldn't agree with him more.

Posted by Ralph | September 10, 2015 | Hired Attorney

This review is from a person who hired this attorney.

Trust Preparation

Heidi Clerc prepared all of the documents involving end-of-life matters: a trust, will, power of attorney etc. She was efficient, accommodating and helpful. In a couple of cases where she could not initially answer a question, she investigated the issue and provided a response. I was pleased with he...r services.

Posted by Brian | February 10, 2015

A Lawyer you can trust!!!

My experience with Heidi from the start was fantastic. She listened to my needs and followed through exactly with my instructions and even offered some great suggestions. She is honest, direct and to the point. I could not have asked for more and I am so grateful that my legal needs were met with ...such professionalism. I would strongly recommend this firm.

Posted by Brian Nemo | December 4, 2009

Knowledgeable and caring attorney

I have been a client of Heidi Richert Clerc and I would recommend her to anyone who seeks to establish a trust/will or or for anyone who has any probate issues. In regards to my personal matters, her compassion and caring nature made the whole process very smooth and painless. Furthermore, she explai...ns things in a way that are easy to understand and she does not make you feel intimidated like so many attorneys out there. I refer Mrs. Clerc to all of my friends with nothing but positive feedback. Overall excellent attorney.

See All Client Reviews

Heidi Richert Clerc's Lawyer Endorsements

Endorse Heidi
Helene Patrice-Dreyer Koch headshot
Helene Koch

Probate lawyer | Sep 11

Relationship: Fellow lawyer in community

"Heidi is a competent and efficient attorney, experienced with probate matters. She possesses an empathetic manner ideally suited to the needs of grieving clients."

Anthony Capobianco headshot
Anthony Capobianco

Estate planning lawyer | Feb 02

Relationship: Worked together on matter

"Heidi is a great lawyer who really cares about her clients!"

Julia E Burt headshot
Julia Burt

Estate planning lawyer | Sep 18

Relationship: Supervised lawyer

"I endorse this lawyer."

John Amos Harter headshot
John Harter

Probate lawyer | Oct 22

Relationship: Fellow lawyer in community

"I personally recommend Heidi Clerc as a skilled and professional probate and estate planning attorney. Mrs. Clerc is extremely knowledgeable in her practice areas. I have certainly contacted her myself to get input on some probate issues. Mrs. Clerc has a well-deserved reputation of handling her cases and clients with respect and sensitivity. She will take every effort to ensure that clients are well informed and understand the legal process as well as financial effects every step of the way."

View All Endorsements
Stephanie Lynn Weisman headshot
Stephanie Weisman

Probate lawyer

Nicole L. Ebarb headshot
Nicole Ebarb

Estate planning lawyer

Helene Patrice-Dreyer Koch headshot
Helene Koch

Estate planning lawyer

Julia E Burt headshot
Julia Burt

Probate lawyer

Anthony Capobianco headshot
Anthony Capobianco

Business lawyer

Experience

Rating:  9.0 (Superb)

Honors

2019

AV Preeminent Rating, Martindale-Hubbell®

2018

Top Lawyer in Wills, Trusts & Estates, Palm Springs Life Magazine

2017

Top Lawyers in Wills, Trusts & Estates, Palm Springs Life Magazine

2016

Certified Specialist - Estate Planning, Trust & Probate Law, State Bar of California

2015

5th Anniversary Award, Martindale-Hubbell

2008

Alumni/ae Achievement, Northeastern University

2007

Udell Redmond White Award, NUSL

2003

Edgar McCoubrey Award, University of California, Davis

N/A

Client Champion Award, Martindale-Hubbell

Work Experience

2009 - Present

Partner, Burt + Clerc

1900 - Present

Partner, Burt + Clerc

2007 - 2007

Research Assistant, Domestic Violence Institute

2007 - 2007

Legal Intern, Shelter Legal Services Foundation

2007 - 2009

Law Student Intern, Burt & Associates

Associations

2017 - Present

United Celebral Palsy of the Inland Empire

Board Member

2016 - Present

Desert Estate Planning Council

Member

2011 - Present

Desert Bar Association

Member

2009 - Present

California Young Lawyers Association

Member

2009 - Present

State Bar of California

Member

2009 - Present

American Bar Association

Member

2004 - Present

Phi Kappa Phi

Member

2014 - 2017

About Families, Inc

Treasurer

2010 - 2011

American Inns of Court

Associate

Education

2009

Northeastern University School of Law

JD - Juris Doctor

2005

University of California Davis

BA - Bachelor of Arts

Speaking Engagements

2017

Association Fundraising Professionals- Desert Chapter

Real Estate Gift of Real Property - Covering the Bases

2015

Estate Planning 101

Trust vs. Will

2011

Wills, Trusts and Professional Fiduciaries

Important Estate Planning Documents

2010

Estate Planning for Young Parents

Wills for Parents

2010

Estate Planning and Professional Fiduciaries

Estate Planning Basics

Publications

2019

Palm Springs Estate Planning Lawyer Blog Should you Ask Your Parents About Their Estate Plan?

2018

Palm Springs Estate Planning Lawyer Blog New Laws for 2018

2016

Palm Springs Estate Planning Lawyer Blog Make a Better Charitable Gift

2015

Palm Springs Estate Planning Lawyer Blog New California Laws 2015

2012

Palm Springs Estate Planning Lawyer Blog 4 Common Estate Planning Mistakes

2012

Palm Springs Estate Planning Lawyer Blog When Should You Update Your Will

2011

Palm Springs Estate Planning Lawyer Blog What is Probate and Why Palm Springs Families Should Avoid It

2010

Languages

English

French

Activity

Avvo Rating

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