Harold Christopher Heritage

Christopher handled my estate planning several years ago and helped me to update the plan this year when I married. He was very organized, efficient and pleasant to work with. He is an expert on the unique issues faced by the LGBTQ community. I am also appreciative of how Christopher actively ...supports numerous Palm Springs-area charities and community improvement efforts.

I have had planning for my estate for the past 30 years. I thought what I had would suffice in any situation that may come up. I was wrong. I knew my planning lacked the depth needed to withstand any issues. After realizing I was not prepared and through many recommendations, I contacted Chris He...ritage. Together we worked on the development of my new estate planning document. His expertise along with his professionalism was excellent. I can say that my family and I are now PREPARED. That was five years ago. Since then I have communicated with Chris regularly and have made updates to my Trust. He and his office staff are so willing to ensure that my wishes are taken care of. Serving as the "executor" of many of my family members trusts, I know what to expect when there is a need to refer to the writing of the trust planning. I am at peace knowing that my wishes will be adhered to. I thank Chris Heritage for making this a reality.

Chris reviewed our existing wills and trusts and identified a number of issues that would have caused us significant problems had they not been corrected - it was also a reminder that these documents need to be reviewed and updated on a regular basis. He worked quickly and efficiently to get them re...solved - keeping us informed at every step. I would highly recommend him.

Mr. Heritage helped with my partner's and my Estate Planning before we were allowed to get married legally in California and then afterwards. It has been a year tomorrow that we were allowed to get maried as a Same Sex Couple. He was helpful and explained everything to us so we could understand witho...ut a bunch of "legaleze". He and his Staff were their for us whenever we needed anything.