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Wealthestate.law - Bend, OR

250 NW Franklin Ave. Bend, OR 97701

Updated: 03/09/2024

Bend Estate Planning Law Firm

About Wealthestate.law

Previous Law Firm Name

  • Babb, Avedovech, Erwin, & Haase, January 1, 1995
  • Ray Babb & Associates, 1999

Practice Areas

  • Estate Planning
  • Trusts

People

Attorneys

Office Information

Address

250 NW Franklin Ave. Bend, OR 97701

Office Hours

Monday - Thursday: 8:30 am - 5:30 pm, Friday: 9 am - Noon

Appointments

Weekday

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By Carol V. on Nov. 14, 2024

4.5 out of 5 stars

My experience working with Paul was excellent. He carefully explained everything to me in easy to understand terms and we explored different options. I am very glad I placed my trust and my estate planning in Paul's capable hands. I was also very pleased that finally getting my detailed estate plan completed was NOT very expensive. Thank you, Paul and God Bless.

By Anonymous on Nov. 01, 2024

5.0 out of 5 stars

I would highly recommend Paul Heatherman to anyone in need of his expertise. I cannot recommend him highly enough! He was instrumental in helping my husband and me prepare for the future. He was clear, concise, timely, and personable, which made the entire experience both pleasant and productive. I can confidently say that it was the best investment we ever made for our family. 😁

By Anonymous on Oct. 18, 2024

5.0 out of 5 stars

Paul and his staff were all amazing. Very professional and easy to work with. Took the time to ensure all our concerns were addressed. Never felt rushed. Would definitely recommend to others!

By Jude G. on Oct. 08, 2024

4.5 out of 5 stars

Paul was informative, knowledgeable about Oregon estate laws and compassionate about family matters. Nancy, who went over our information, was also a great addition to our experience.

By Anonymous on Oct. 04, 2024

5.0 out of 5 stars

Paul and staff are great. Appointments are available in a timely manner. Fees are reasonable. Paul is extremely knowledgeable - helps guide you so that all aspects are addressed in your trust. He did our original trusts in 2018 and our amended trust in August 2024.

By Anonymous on Oct. 01, 2024

5.0 out of 5 stars

I met with Paul and Nancy to review my trust and make changes that were needed. They are great listeners, professional and patient in explaining what was needed. This was accomplished on time in an organized way. I am recommending Paul and his staff. Taking care of my trust gave me peace of mind.

By Anonymous on Sep. 15, 2024

5.0 out of 5 stars

My wife and I had a good experience with Paul and his staff in helping us redo our trust. They were timely, efficient and the cost was very reasonable.

By Sandra S. on Jul. 24, 2024

5.0 out of 5 stars

Thank you to Paul and his team! The estate planning portfolio process was organized and straightforward. Everyone we worked with was knowledgeable, professional, and friendly. Paul answered our questions with expertise and common sense. Highly recommend to anyone in need of setting up a trust.

By Anonymous on Jul. 08, 2024

5.0 out of 5 stars

We were very comfortable working with Paul on our Estate Planning Portfolio. He is easy to talk to and explained everything as the important decisions needed to be made. In the outset the trust was very unfamiliar, and it took some time to move forward with it. Paul was very understanding and patient in clearly explaining the process. It was completed in a timely manner to our satisfaction. Paul is friendly and a gentleman.

By Ken R. on Jun. 29, 2024

5.0 out of 5 stars

We found Paul to be knowledgeable, understanding, and interested in assisting us with updating & upgrading our revocable trust. We discovered Paul via Tyler Accounting here in Bend. Barb and Merle Tyler have done our taxes for the past several years and I am very pleased that they recommended Paul. Simply put, we could not be more pleased with the service he and his staff provided for us. Yes, i highly recommend Paul without hesitation.

By Janet J. on Jun. 22, 2024

5.0 out of 5 stars

I had the pleasure of working with Paul Heatherman a few years back to create a co-ownership agreement, and more recently, he created a trust for me. Paul’s knowledge, expertise, and willingness to meet our standards made the process run smoothly. Paul’s office staff were also very instrumental throughout the entire process of building my trust. They too were knowledgeable and patient, addressing all my questions and concerns. I am completely satisfied with both the co-ownership agreement and trust. Thank you to Paul and his firm for delivering trustworthy and outstanding service!

By Dillon M. on Jun. 18, 2024

5.0 out of 5 stars

I first want to say thank you Paul and your amazing team for helping and turning my difficult situation into an easy smooth process. I want to personally thank you Paul for your professionalism about my situation when I was first looking for an attorney. You helped relive the stress and the burden that I had about my situation. You didn’t judge me and encouraged me to make the right decision to move forward with the process. I highly recommend Paul’s law firm. I will definitely recommend you to others if they need help like I did. Thank you again

By Anonymous on Jun. 06, 2024

5.0 out of 5 stars

We had a trust that had a lot of twists and turns. Paul navigated them for us so that we now feel confident with our legal situation. Would definitely recommend him.

By Anonymous on May. 23, 2024

5.0 out of 5 stars

My wife and I recently used Paul's services to create our trust. I was something we had been meaning to do for years, but kept putting off. Paul and all the staff at his office were professional and helpful in every way. The process was easy and fairly priced. We are very satisfied with our experience would not hesitate to recommend Paul's services.

By Anonymous on May. 15, 2024

5.0 out of 5 stars

Paul was competent, professional, and a pleasure to work with. He knew the answers to all of our questions, but never made us feel incompetent. He has our highest recommendation.

By Anonymous on Apr. 06, 2024

5.0 out of 5 stars

Great experience! Wonderful caring staff. The whole process was easy to do because of the unbelievable knowledge they all possessed. There were so many more things that we did not even think about that they gave us the what if’s And could happen scenarios. Would definately use this firm again!

By Anonymous on Mar. 14, 2024

5.0 out of 5 stars

What a great experience. We couldn't imagine what competent, knowledgable hands we would be in when we first met Paul and his team. We found Paul an extremely careful listener who quickly and thoughtfully determined the best comprehensive approach for our blended family needs and modest estates. Solutions we had not been made aware of in our past legal experience. His vast tax expertise was a valuable bonus. We can't recommend him highly enough. Very timely and affordable and a relaxed, comfortable experience. So glad he's on our team!

By Anonymous on Mar. 08, 2024

5.0 out of 5 stars

Paul and his Staff are very pleasant to work with. Patient, efficient, and professional. I left with understanding and confidence. Thank you Paul.

By Tim B. on Mar. 07, 2024

5.0 out of 5 stars

This firm was professional, knowledgeable, patient, and helpful. They clearly know what they are talking about.

By Jeanne S. on Mar. 05, 2024

5.0 out of 5 stars

Made the process easy and answered our questions easily.

By Mike R. on Feb. 07, 2024

5.0 out of 5 stars

My wife and I contacted Paul after we were refereed from a friend. We could not have known less about this process going into it. Paul from the very get go was extremely knowledgeable and put us at ease. He explained in detail each and every step and helped us make the appropriate decisions along the way. His support staff is incredible and very helpful in scheduling and making sure you have what you need at the time of your appointment. We feel so blessed to have met Paul and comforted in knowing we have secured the best will & trust for our loved ones. We strongly recommend Paul Heatherman. Thank you,

By Anonymous on Jan. 05, 2024

5.0 out of 5 stars

Very pleased. Walked out feeling secure that our needs were met.

By Anonymous on Dec. 08, 2023

5.0 out of 5 stars

Paul’s expertise & common sense approach to helping us with our trust was like a breath of fresh air. The cost was reasonable & the product professionally completed.

By Anonymous on Nov. 21, 2023

5.0 out of 5 stars

Very professional personnel and we are quite satisfied with the timely manner it took to complete our trust. The cost was fair and up front with our first appointment. We would recommend this firm to anyone needing a trust or will.

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