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Testimonials

See What Our Past Clients Have To Say

Caring for an aging loved one is often a complicated and trying endeavor. With the assistance of Attorney Jeff Banner, we have received a detailed plan for the financial provision for the care of our father and a plan for the handling of the estate in the future. Jeff's kindness and knowledge of our situation have made this necessary planning understandable and reassuring for my family. I would definitely recommend Heritage Elder Law & Estate Planning and specifically Jeff Banner and the staff in the Butler Office.

- Roger N.

We were extremely pleased to work with Heritage Elder Law and Estate Planning. They were easy to work with, friendly from the start, very professional and prompt executing the work we had done. We highly recommend Heritage Elder Law and Estate Planning.

- Janis P.

My Mom and I have been meeting with Jeff to discuss the needs of my Grandmother. He has been extremely professional and I was amazed at his level of knowledge. He was also very patient with my Mom, who really doesn't understand a lot of this stuff. He explained things clearly and was willing to go over certain things a few times until my Mom felt comfortable that she understood all of the options that my Grandmother has. I am very thankful to Heritage and to Jeff.    

- Scott T.

We were very pleased with the work Heritage Elder Law did for us! Everyone was very friendly and courteous. They made us feel right at home instead of feeling intimidated in a law office. They gave us many options and assisted us in picking the right options for our needs! We heartily recommend them.

- Mark B.

What a wonderful group of attorneys! They treat you like family! Highly recommend.

- Shane K.

Jeff and Dan have been nothing short of super to work with! From the very start of our estate planning 4 years ago, they have walked us through each step, answering every little question I had, no matter how many times I asked it. I appreciate that Jeff and Dan know us personally and genuinely seem to care about what we value for our future. Dan in particular has gone above and beyond in helping us cut through some red tape with a third party for our estate plan. The Butler office is always helpful on the phone and the Mars office makes it very convenient for us to meet with anyone we need.

- Gail S.

Was very satisfied with the friendly and knowledgeable staff. The service was always great. All my questions were answered to my satisfaction. My wife was in a nursing home and the government was trying to take a lot of my stuff and they helped me be able to keep it. I highly recommend them to everyone.

- Gerald W.

Jeff is a true professional and knows this business well. I would definitely recommend him.

- Mike M.

Heritage is very informative and kind. When they explain issues they don’t make you feel stupid. A great team that answers all your questions. Not a bit pushy.

- Alan

My wife and I found Dan to be friendly, easy to talk to, very helpful, very knowledgeable of trusts, and patient with questions. He actively strives to understand the client's unique situation and presents the appropriate options. The whole atmosphere at Heritage Elder Law is comfortable and non-intimidating.

- Thomas D.

Great people who care about helping you plan for the future. The most friendly staff, they go out of their way to make sure you are comfortable and happy.

- Tammy B.

Heritage Elder Law provides professional and comprehensive services for estate planning. They started with education so that my choices were clear and then followed through with the implementation of those choices. Excellent!

- Carolyn S.

Dan was very helpful and finished all of our requests expediently. Following my business with Dan, I reached out to him for a friend who was homebound. He graciously found time in his busy schedule to make a home visit and assist her with all of her needs. Thank you Dan for your compassion. I recommend Heritage to all.

- Lynn Nebel

I can't say enough good things about this business! They are absolutely so professional and helpful. They ask about all of your financial worries and concerns each week that you are there. They will set up your accounts exactly as you have in mind but, will also advise you if there is a better way to handle your particular concern. (Taxes, investments, etc.) All of our situations are unique, and Dan had the answer for each one. Each week I left there feeling better than the week before. I don't know why I didn't take the time to handle this sooner as many of our accounts and policies were set up years ago and laws have changed so much over the years. I certainly would have slept better at night! Many thanks to all at Heritage Elder Law for the great work that they did for us and the professional way in which it was handled.

- Cathy F.

This is a fantastic place for estate planning, especially if you have no idea where to start. I attended one of their free workshops given by Dan Reimer. Lots of information was given in a simple and precise manner that was easily understandable by all present. After attending the workshop, I decided to begin my estate planning with Mr. Reimer and couldn't be happier. I would highly recommend Heritage Elder Law & Estate Planning, LLC to anyone in need of this type of service!

- Pamela W.

Plan ahead with the best, be prepared for the unexpected, and get the peace of mind you have earned and deserve. The folks at Heritage Law make that happen. We found that having the right estate plan that fits our needs today, has given us the security for our future. (And the team there is nice and friendly!) Thanks, Tim.

- Kristine C.

The competence, courtesy, and warmth of Dan Reimer and his staff of paraprofessionals surpassed all of our expectations. They are professional, personable, and assurance to a secure financial future.

- Becky B.

My wife and I received good service and a great product for our revocable trust. We also were provided with free training sessions prior to deciding to hire their attorney to do the work.

- Robert O.

I've known Jeff Banner professionally for 10+ years.  He's a brilliant estate lawyer and a great guy.  If I have an estate planning question, Jeff is my first call. A+

- Keith E.

Heritage Elder Law was very helpful in assisting me to navigate through all of the laws and options regarding the care of an aging parent. They handled all of the applications and paperwork during the entire process. I have already referred two individuals dealing with similar circumstances to them and both of them were grateful for me having done so.

- Charlie W.

Excellent service by an extremely competent lawyer and his office. Reasonably priced, I'd recommend Heritage to anyone. They explain things in an easily understandable way, which I appreciate. 5 stars.

- Steven C.

Julie Anderson really listened to our family's specific desires when forming the trust for our family farm.  She took the time and explained the intricacies of the laws and how we could best achieve our goals to keep our bicentennial farm in green space in our family for many generations to come.  Thank you, Julie and Heritage Elder Law!

- Linda C.

Daniel Reimer is our Attorney for our estate planning. We found Dan to be very informative and most considerate of our needs.

- Karen P.

Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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