Protecting Families
Preserving Wealth
Providing Peace of Mind

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Heather Robertson Law specializes in personalized estate planning for a reasonable flat-fee

Your family is your most important asset, so it’s imperative that you have an estate plan that protects your loved ones if something happens to you. Don’t risk the fate of your children or your life’s savings on a mail-order estate plan that might not work, or that you’ll never get around to completing. Heather provides comprehensive estate plan packages for the following flat fee:

Individuals: $3,250 | Couples: $3,900

Estate Plan packages include the following services:

Living trust

Emergency plan

Durable power of attorney

Advance health care directive

Will

Guardianship nomination for minor children

Assistance in funding your trust, including transferring your CA real estate to your trust.

Personal service and answers to all of your estate planning questions.

In-home and evening appointments available for No Extra Fee.

Estate planning involves complex tax laws that change year after year, and vary state-by-state. Heather Robertson Law is always current on the latest developments in the law, so you can trust that your plan will be done correctly, and it will work (yes, many estate plans don’t work!).

Education

University of California at Berkeley, Graduated with University Distinction, 1995

Oxford University, Oxford, England, Undergraduate Abroad Program, 1994

University of California, Hastings College of the Law, Juris Doctorate, 2001

Memberships

California Bar Association

Marin County Bar Association

Trusts & Estates Section Member

California Real Estate Broker

San Francisco Estate Planning Council

Marin Estate Planning Council

About Heather

Heather started practicing estate planning law in 2001 at an international “Big Four” professional services firm, and was later recruited by a well-respected national law firm based in San Francisco. Heather has spent most of her legal career drafting complex estate plans for high-net-worth families, and devising tax strategies to save clients millions of dollars during their lives and upon death. In 2008, Heather started her own estate planning practice where she now focuses on protecting families and preserving wealth for clients of all asset levels throughout the Bay Area.

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Testimonials

“

We kept procrastinating on our estate plan until we were a month away from leaving on a vacation to Mexico – without our kids, and we still hadn’t named a guardian for them! Heather completed our estate plan in just two weeks, and we enjoyed our vacation much more knowing that our two children would be taken care of if anything happened to us. Thanks Heather!!

”

-Tina T., mother of 2, Mill Valley, CA

“

Thank you so much for making our estate planning a reality! And in such a pleasant manner!  We very much appreciate your expertise and your ability to make it comprehensible to us!

”

-Mary & Bill, parents of 2, Mill Valley, California, October, 2016

“

Heather is very knowledgeable, and she did a very thorough estate plan for me and my husband. We both have kids from a prior marriage, and we own property in different states, but Heather had no problem handling these issues, and her fee was very reasonable.

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-Jim & Linda W., parents of 5, San Rafael, CA

“

As a mother, Heather understands the importance of protecting your children in the event that something happens to you. She made is feel very comfortable with our estate plan, and I honestly feel like I have one less thing to worry about every time I leave my son with a babysitter. Thanks for the peace of mind.

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-Shannon S., mother 1, San Francisco, CA

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“Nobody wants to work on their will. I’m going to die. Terrific. That said, if you are faced with this somewhat depressing task, we would whole-heartedly suggest you work with Heather Robertson, a particularly helpful, talented attorney we just worked with on our trust and will.

Heather came to us highly recommended by our financial advisor, and the accolades were right on the mark. She was clear and responsive; her advice thoughtful; her rates incredibly fair, particularly when I look back on the considerable number of hours she worked on our behalf.

Heather has offices in both Marin and San Francisco but didn’t hesitate to visit us at my office in San Francisco, which was particularly convenient.

Over and above the excellent work she provided on our will and trust, when we were subsequently faced with a real estate issue, Heather didn’t hesitate to pick up the phone and answer some questions–and then helped negotiate the issue through with the other party.

For estate transactions, you could do no better.”

”

-Tom & Lynn, San Francisco, CA

No two families are alike, and no estate plan should be alike either. Heather gets to know you and your family, and she prepares a comprehensive estate plan that addresses your unique needs and circumstances. Heather’s personal and professional service provides a trusted result so that you can sleep easier knowing your family is protected.