Reviews & Testimonials

Thank you Chris and your staff. You made our transition to California feel permanent. Your help and clear approach to estate planning are amazing. I especially liked your skills and technique for drawing out the process on one sheet of paper. That diagram was crystal clear and brought my heart rate down to normal. I am so pleased with how the final documents are clear and organized. The binder will ensure that our most important decisions will be clear and our intentions will make life much easier if and when our heirs need this support. -Robert H.

Extremely professional while being collaborative. Highly experienced in the area of estate planning. We appreciated the clarity of his fee structure and that it allowed us to have whatever time we needed to be sure we understood and met our goals.- Howard L.

Great and very easy experience. I wanted to find an attorney that had a significant LGBTQ estate planning practice so I reached out to my friends, neighbors and former colleagues for referrals. I had seen Chris Heritage in some media lists but his name came back numerous times from those in my network -- with excellent recommendations including from a fellow estate planning attorney. So I felt confident in reaching out to Chris. He and his team were very responsive and quickly had our estate documents ready to go. In the process he answered all of our questions and made practical suggestions on estate distribution options. You won't regret using Chris. Highly recommended.- Music G.

Chris was very professional and also took time with us to help us make decisions about our estate and end of life choices.- Jay L.

Lawyer Chris and his assistant Rand were fast, thorough, efficient, knowledgeable, professional and easy to work with. We updated our estate planning with Heritage Legal in Palm Springs, and I strongly recommend using them for this kind of legal service. - Tom W.

Chris is knowledgable, efficient and reasonably priced. We recommend him to our friends. - Paul B.

I am a retired lawyer and tend to be critical of other lawyers' work. Chris Heritage is very good at what he does. He explains to the client what his view of the estate plan appropriate for you. Then he leads you through the decisions that you need to make, gently prodding you to clarify your thinking. He also draws a decision tree as you proceed, so you can see the plan taking shape. My partner and I were impressed by ease and clarity of the process, which must be the result of extensive experience and a first class legal mind. We would recommend him without reservation to anyone seeking the services of an estate planning professional. - Thomas B.

Chris went above and beyond the call of duty to update our Wills and Medical Directives when we were faced with a medical emergency. Finalizing paperwork for us on a Sunday so that we could have peace of mind meant the world to us. We are very lucky to have such a caring and consummate professional supporting our needs. Thank you Chris & team. - Anne D.

My husband and I had to update our wills so we decided to meet with Chris Heritage who was recommended by a friend. After discussion with Chris, we decided to create an Estate Plan. We found the process to be a very positive experience. Chris is very knowledgeable, personable, and perfectionist. Chris put together an excellent well thought-out plan, and set forth clear recommendations on follow-up steps. We were very happy with the outcome, and would strongly recommend Chris Heritage to any one requiring good legal advice. - Gary W.

Setting up a trust account is a practical, positive, proactive activity. However, it can be unexpectedly emotional at the same time. Christopher and his staff are adept at meeting both aspects of this experience. The office is quiet, pleasant and comfortable. Christopher is knowledgeable, patient and calm. The process was comfortable for me and I am so pleased to highly recommend Heritage Legal. -Diane C.

Chris was knowledgeable helpful and efficient. He explained all documents and procedures in great detail and in a way easy to understand. He agreed to meet on a Saturday to accommodate our schedule. Recommend highly!!!  -Darrel P.

Our experience at Heritage Legal was superb. Their legal expertise and knowledge was excellent. Chris's explanation of our estate plan was clear and concise. We left the office feeling that our estate plan was done properly and Chris met all of our needs. We would highly recommend Chris and his team. -Marcia C.

Heritage Legal helped my husband and I do our living trust. Thru work I signed up for Hyatt Legal Group as benefit. Heritage Legal is in Network. Chris (lawyer) was very knowledgeable and friendly. The whole process was seamless and they really do it like a pro. Highly recommended. -Ruby G.

Had a great experience with Chris creating a trust for my husband and me. Very easy process. Would highly recommend. -Derek M.

Having never had to use a law service before, we did not know what to expect. Heritage Legal was very professional and made getting our affairs in order a breeze! Chris explained in layman terms what the process was and made it easy for us. Pricing was fair and the entire office was friendly and welcoming. Easy to find and plenty of parking. The view wasn't too bad either! We would definitely use their services again if needed. -Renee S.

First, the entire firm is friendly, efficient, and certainly know what they are doing. Everything was explained to me in an understandable way, and they took the time to answer all my questions. Mr. Heritage is knowledgeable and put me at ease. I know my will is in good hands. -David I.

The service provided was superior. -Ronald D.

Chris worked through a complicated set of trusts for us - simplified the structure and got us to our goal. He was professional and informative, providing us the confidence that we had the estate plan we needed.-James W.

Had a great experience with Chris getting our estate planning completed. The office was friendly, efficient, and easy to deal with. Chris made things easy to understand and very low stress. We will seek them out in the future if we need legal guidance.-Julia S.

I was extremely satisfied dealing with Heritage legal, PC. Everyone at the office is very professional, and very helpful, when needing a question answered. They return your calls right away, and give you the answer that you need. I would definitely recommend the firm, for your legal needs. Chris, informs you with all the details and answers your questions from A to Z.-William E.

Christopher did an excellent job for my partner and I in creating our trust. He covered all the bases and made last-minute changes we felt necessary without a pause and quickly. We definitely recommend his services.-John H.

We used Heritage Legal for our estate plan, trust, will, health care directive, and power of attorney. They are consummate professionals with expert knowledge of estate law. Chris explained everything with clarity and patience. They prepared a thorough, well-organized binder for us, and our banker said it was the most impressive he had ever seen. I highly recommend Heritage Legal.- Marc M.

I came to this office after the death of a family member. Both the attorney and the staff went out of their way to make me feel comforted. The attorney was very knowledgeable and I hired him to do trust administration. Everything went very smoothly and I heard from the beneficiaries that any contact they had with the office was handled professionally. After I receive my inheritance I went back to Mr. Heritage for estate planning. I was super impressed with the documents that I received and I would not hesitate to go back to him for help if necessary. I referred him to many of my friends and everybody has been happy with Mr. Heritage. -T.L.

Chris did our estate planning and trusts. He is very attentive and knowledgeable on the issues and answered all of our questions. I appreciate that on some issues he said he wanted to do research to make sure of the best way to proceed. He also has been very good about following up with us. The staff at the office were also great to deal with. We have recommended Heritage Legal to a number of friends who have all been happy with their work. - Geoff K.

I am the Administrator for an estate left by a friend's sudden death. I cannot say enough good about Chris Heritage and his staff. Chris is knowledgeable, personable, quick, thorough, and a wonderful team player. I ask a lot of questions and he patiently answers each one. I am completely satisfied at the level of support I receive and the expertise I see in our interactions and I have complete confidence in the firm. I cannot recommend Heritage Legal highly enough. - Paul P.

Chris, and his entire team at Heritage Legal, are 5-star experts at Estate Planning. Chris quickly analyzed our family's needs, made insightful recommendations and quickly finalized all needed documents. We walked away with the most organized binder of documents (and access to affordable e-doc cloud storage!) we've ever seen.

Chris is deeply involved in Coachella Valley community organizations and holds leadership positions. He delivers the warmth and commitment of a "small town" lawyer with the expertise of a "big city" firm. It's clear to me why he's voted Best Lawyer year after year! - Scott D.

A great and professional job by Chris and his staff. The work he did for my partner and me (redrafting our wills and trust documents under California law) was flawless. He also explained everything he did clearly and in layman's terms. I would recommend Chris to anyone who asked. - Bruce C.

Selecting an attorney that you like is a difficult process. I felt comfortable and secure with my selection from the receptionist onward. Every detail was handled professionally. Thank you. - Robb R.

Everyone on the team was pleasant and professional. Everything was taken care of quickly and thoroughly - we were quite pleased. I would definitely recommend working with Heritage Legal. - Meelena O.T.

Incredibly efficient and the epitome of professionalism. Chris helped me with my Will, Power of Attorney, Health Care Directive and other related forms. I highly recommend them. - Rand A.

Simply Amazing!!!

Requested a meeting on a Wednesday, met on Saturday and had all documents prepared and signed on Sunday. JOB WELL DONE!!! - Themis V.

Very calm, very organized. Professional and incredibly helpful! Lucy in the front office is a gem! - Kathy H.

Had a great experience with Chris creating a trust for my husband and me. Very easy process. Would highly recommend. - Derek M.

Chris (lawyer) was very knowledgeable and friendly. The whole process was seamless and they really do it like a pro. Highly recommended. - Ruby G.

Our experience at Heritage Legal was superb. Their legal expertise and knowledge was excellent. Chris's explanation of our estate plan was clear and concise. We left the office feeling that our estate plan was done properly and Chris met all of our needs. - Marcia C.

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