Overall Rating
This is an aggregated review score of Avvo and Lawyers.com reviews.
This is an aggregated review score of Avvo and Lawyers.com reviews.
5.0 /5.0
7 Client Reviews
PRO
Virtual Consultation Available
I am a Certified Specialist in Estate Planning, Trust and Probate Law. I primarily assist clients in the areas of international estate planning, trust administration and probate. Burt + Clerc is a group of passionate and knowlegeable women estate planning attorneys who love working in this wonderful community.
8
Practice Areas
$ 495-495 per hour
State: California
Acquired: 2009
No misconduct found
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Showing 1 - 4 of 4 client reviews from Avvo
Posted by Lyla | February 1, 2016 | Consulted Attorney
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...
Posted by Ralph | September 10, 2015 | Hired Attorney
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...
Posted by Brian | February 10, 2015
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 ...
Posted by Brian Nemo | December 4, 2009
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...
"Heidi is a competent and efficient attorney, experienced with probate matters. She possesses an empathetic manner ideally suited to the needs of grieving clients."
"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."
Probate lawyer
Estate planning lawyer
Estate planning lawyer
Probate lawyer
Business lawyer
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
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
2017 - Present
United Celebral Palsy of the Inland EmpireBoard Member
2016 - Present
Desert Estate Planning CouncilMember
2011 - Present
Desert Bar AssociationMember
2009 - Present
California Young Lawyers AssociationMember
2009 - Present
State Bar of CaliforniaMember
2009 - Present
American Bar AssociationMember
2004 - Present
Phi Kappa PhiMember
2014 - 2017
About Families, IncTreasurer
2010 - 2011
American Inns of CourtAssociate
2009
JD - Juris Doctor
2005
BA - Bachelor of Arts
2017
Real Estate Gift of Real Property - Covering the Bases
2015
Trust vs. Will
2011
Important Estate Planning Documents
2010
Wills for Parents
2010
Estate Planning Basics
2019
2018
2016
2015
2012
2012
2011
2010
English
French
Legal Answers
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