Head and Heart Estate Planning -

Website: headandheartestateplanning.com.au.
Specialties: Estate planning attorney, Service establishment.
Other points of interest: Online appointments.
Opinions: This company has 4 reviews on Google My Business.
Average opinion: 5/5.

Location of Head and Heart Estate Planning

Head and Heart Estate Planning

Head and Heart Estate Planning is a reputable estate planning law firm that provides professional and compassionate services. They are located at Address: Suite 2, Level 1, 2 help Street, Chatswood NSW 2067, Australia. and can be reached by phone at Phone: (02) 94

Reviews of Head and Heart Estate Planning

Head and Heart Estate Planning -
Polly K
5/5

We recently worked with Lucy to complete our estate planning and can’t stress enough what a wonderful experience it was having Lucy guide us through the process. Our situation is complex, and we didn’t always agree on how to structure things, but Lucy showed a great deal of patience, tact and empathy throughout and helped us work through it all. We were rushing to get it done before a big overseas trip, Lucy worked with us to find times that suited our schedule, worked around our work meetings and met with us in the evenings and even on the weekends, she really went above and beyond. The last day before we were due to go overseas, we were struggling to find a JP and she even called our local police station and convinced them to witness the documents! She was an absolute pleasure to deal with, but more importantly, the work she did was absolutely tailored to our situation and wishes, she proactively raised issues we had not considered, despite the fact this would add to her work effort - without increasing the cost. Lucy is absolutely NOT a tick and flick, cookie cutter estate planner, she designs a detailed, tailored plan, considering your specific wishes and the risks involved in your situation. The documents she prepares are above and beyond what you would generally get done, and as someone whose job involves seeing the worst of families when things go wrong with estate planning.. I know how important that is. It is well worth the money as we are both now feeling so comfortable and reassured that everything has been structured in a way that will protect our assets and family members in the way we want it to. It’s not an easy process, but Lucy’s guidance and thoughtful approach made it feel so much more easier.

Head and Heart Estate Planning -
L Thomas
5/5

Head and Heart - can’t think of a better way of describing Lucy. The reason we do this is for those we love to be taken care of properly, when we can’t. Lucy is BRILLIANT, she really listens, knows exactly what is needed, builds a plan and executes it perfectly. I have complete confidence in all of the estate planning documents she prepared. Lucy also has the kindest HEART of anyone you will meet. She has this lovely generous approach, and is kind and thoughtful beyond any expectation. She deeply cares about her clients and the plans she is making. I know she genuinely considered my family, the dynamics and my concerns and she executed the best plan for their future. I recommend Lucy to everyone I know. She offers an exceptional experience.

Head and Heart Estate Planning -
Leonie Vaughan
5/5

Lucy led us through the process of Power of Attorneys, our Will, setting up our Testamentary Trust and the Letters of Wishes. She was available for questions throughout the whole process and an amazing asset for a daunting task! I recommend her to ALL my friends, if you know me personally I probably have already raved about her! You won't be disappointed in the service she provides... take the leap and protect your family with Lucy and you won't be disappointed!

Head and Heart Estate Planning -
Barbara Browne
5/5

Lucy gently guided me through the Will making process. It is not something that I particularly wanted to do, but Lucy was encouraging and proactive. Her manner was professional, empathetic and supportive as she ensured I explored all issues thoroughly. Her explanations were clear and so I could easily understand complex issues. I feel a sense of contentment that I have completed what needs to be set in place as life progresses.

Go up