CLIENT SUCCESS STORIES
Sheppard Law has served our extended family over the last few decades. The consultation and preparation of wills, Durable Power of Attorney, Trusts and Health documents have all been efficient and professional experiences. Always attentive and personable, the firm and staff have been a pleasure to work with.
It wasn’t until the death of my aunt that I learned how truly extraordinary their support is. As executor and trustee to my aunt’s estate, the responsibilities and requirements of that role could have been overwhelming. However, with Hayley Donaldson and Bronwyn Merhige guiding the process of resolving her estate, I couldn’t have been in better hands.
Every step in the undertaking was proactively approached, and communication was prompt nd pleasant. I very honestly can say that my every need or question was resolved or answered quickly. I can’t imagine how they could have been any more attentive.
We have relied on the Sheppard Law firm for 20 years for their advice, guidances, and legal services. Then suddenly legal burdens shifted my way, as I inherited an executor’s duties with the unexpected passing of a relative who lived in another state.
Craig Hersch’s booklet “Legal Matters When a Loved One Dies” made me well-prepared to work with an attorney in that state, aiding me to know the questions to ask and the materials to assemble in order to make a very stressful time move more smoothly. Thank you Craig!
I think I’ve written before to sing Maria Reimer’s praises, but I feel I must lead the chorus once again. This is the second time we’ve moved and needed documents provided for our Homestead approval here in Florida. Last time it was St. Augustine, this time Palm Coast. I don’t think we’ve ever had the pleasure of working with someone whose due diligence surpasses all expectations. The phrase “get it done yesterday” certainly applies to her ability to take care of one’s needs, and she always does things with ease and a smile. I know you’re aware of how lucky you are to have her on your team, but it never hurts to mention how much she means to your client relations. Stay safe and well.
Thanks to the entire team that makes working with you so easy. I’m very impressed how “simplified” the process was because of all the pre-planning and forethought that went into preparing my parents’ trust. It was painless. You make it seem so easy. However, I know it only seems that way because of all of your combined efforts and your absolute professionalism.
What a feeling of pride and satisfaction I felt leaving your office yesterday after signing your docs. It seemed like we had taken a course in estate planning. You made it interesting, understandable. I feel competent and happily satisfied. You, and your staff are a joy to work with. We’re looking forward to having your children meet you via internet this summer. Thank you from both of us!!
Craig and his team handled our changes competently and expeditiously while ensuring that we fully understood their impact on our estate plan. We feel that Craig’s in-depth knowledge of estate matters and the associated tax regulations will produce significant savings for our heirs. In working with Craig and his team we fell comfortable that they have our best interests at heart.
When my mom passed away, it was a very upsetting and confusing time. Luckily, she had the foresight to consult with Michael Hill and had introduced us to his law firm and staff. The process of settling the estate and trust went smoothly and Mr. Hill took care of every detail (including working with out-of-state holdings and banks). We were so thankful for his professional approach and his assurances that we are having him handle our estate and help our children in the same way he has helped us.
Craig Hersch has been my father’s attorney for many years. And so, it was with confidence that my family turned to him, after our father’s passing, to handle any legal concerns in the settlement of his estate. From the beginning, as the Personal Representative, I found Craig Hersch and his team to be thorough and helpful, all in a timely fashion, throughout the process. Communications were regular, prompt and to the point, with additional conference calls bringing in all pertinent players arranged as needed.
We thought we understood living trusts when we went to see Haley at the firm, but we learned how much we didn’t know. Haley was very knowledgeable, asked questions, and truly listened to our answers., while helping us broach tough subjects. Everyone we dealt with was exceedingly helpful and professional. It was obvious that their goal was to create a trust to meet our specific needs. No matter how many questions we asked, everyone was always happy to help.
As a physician and business owner I expect exemplary performance and results from other professionals that I engage for services. I can say without reservation or hesitation that Mr. Hersch and Sheppard Law Firm have met and exceeded those expectations. Mr. Hersch’s training and experience as a Certified Public Accountant as well as Specialized certification in Trust and Estate Law make him uniquely qualified to address a wide variety of issues and concepts.
Honesty, integrity and correct knowledge are necessary in order to provide individuals with meeting the goals and future needs of their personal plan. Sheppard Law Firm also added compassion, concern and empathy while assisting in the formulation of our plan. They were available during good times and bad times. They executed our needs and wants in order to give my family a sense of security. They earned our trust and respect. Our work with them has provided us with a tool that has secured our present and our future and can be reviewed and changed if need be at any time.
My wife and I began working with Sheppard Law Firm in 1999. Initially, Craig Hersch helped us with an Irrevocable Life Insurance Trust and related gift tax issues. The relationship grew into complete estate planning…something I always assumed would be “pretty far down the road”. Craig had put a comprehensive plan in place…I challenged him about a number of my concerns and you know what…everything Craig had put in place made the entire process effective and efficient, which was very important to me during this difficult time.
Working with the entire staff at SBSHKH has been a pleasure. Everyone I dealt with was prompt, professional, and courteous. They developed wills and trusts unique to my needs rather than just fitting me into a cookie-cutter approach. I would highly recommend them for your needs.
After a referral from a friend, we contacted this law firm. We needed to update a 30 yearr old will form another state and set up trustee. With the guidance of the firm, we were able to accomplish everything in a timely manner. Their professional expertise made this an easy process.
Our initial meeting with Mr. Hersch was both informative and in language we understood and appreciated. The process of executing our new wills was efficient and painless on our part. Your staff was approachable, helpful, and knowledgeable which afforded us total trust and peace of mind which was priceless.
The entire staff is highly efficient and professional. We appreciate the annual estate review – especially the plan summary.
We continue to be very pleased with Craig Hersch!
It seemed as though everyone’s goal was to make everything as easy and comfortable for us as possible.
This law firm has helped me for several years now. If I have any questions, I always get an answer & they help me understand everything. I trust them to handle everything for my family if something should happen to me & I cannot take care of things.
We found the Firm to be outstanding professionals, exceedingly knowledgeable, extremely thorough and expeditious, easy to understand, and very warm and caring. Without reservation, we enthusiastically recommend this wonderful team of expert advisors.
Craig Hersch and his entire team have consistently provided outstanding advice and care with respect to our estate planning needs. They treat us like family! Others to whom we have recommended Craig and his law firm have enjoyed the same experience.
My husband and I contacted Craig to set up our trust. We felt that we had all the possibilities covered when it was completed. When my husband passed away, Craig made the transfer easy and was so helpful.
Since 1984, Sheppard Law Firm has been my “go to” law firm. After 34 years, I can attest to the firm’s reputation on honesty, integrity, confidentiality, reliability, trust, respect, and knowledge. What more could you ask for?
I found them patient, knowledgeable, and very comfortable in their positions, especially “special” in making me feel unhurried and at ease. They stated their goal is client satisfaction and it was most apparent.
We are so pleased to have Mr. Hill, with Sheppard Law Firm as they suggest, inform and advise us with our complicated issues
Craig and his team did a very thorough job, well thought out and well executed! He took the time to guide us in all phases. He brought clarity to a complex situation.
Craig and his associates did a great job settling my father’s estate. We are most appreciative of their effort. We also established a personal relationship through this process.
Mike Hill and his staff were extremely helpful and professional and knowledgeable in helping me with my estate planning after my wife passed away. Any questions I had at the initial meeting and the 10 years afterward, were answered by Mike Hill and his staff immediately. I would highly recommend this law firm & Mike Hill & his staff to everyone seeking advice on estate planning.
I had attended one of your workshops because a friend had advised that we set up a trust. Michael Hill and the entire group that worked with us could not have been more thorough or patient. They helped to make this complicated process much easier. Thank you one and all.
My husband has recently passed away and all of this was new to me. The team was kind, patient, and extremely helpful. They made every effort to explain everything in simple terms and made sure that I was comfortable with each step and understood everything. I would recommend this office to anyone needing their service.