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    Heritage Financial Services

    3.3 (3 reviews)
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    Services - Heritage Financial Services

    Estate planning

    Life insurance

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    21 days ago

    We used their services and it was a great experience. Good service and reasonably priced.

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    4 years ago

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    7 years ago

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    Law Office of James Burns

    Law Office of James Burns

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    We hired James Burns to help us create our living trust. He was nothing short of exceptional. As…read morethis was our first time going through this process, James was very patient and explained every detail to us. I found James on Yelp and he certainly lived up to his 5 star reviews. Setting up an initial appointment with him was easy peasy. We actually did a zoom call for the first meeting, as it occurred during the Covid pandemic. He sent us some initial paperwork to fill out, and that's what we discussed during our zoom call. The second meeting was at his office, as we had to sign the paperwork with a notary present. The meeting went smoothly and fast. Their office is located in Aliso Viejo in a professional office environment. The next day, our binder with all the paperwork was available for pick up. We were so impressed with how organized and efficient they are! We enjoyed James's mild demeanor, kind personality and strong attention to detail. We are so glad that we chose James to help us through this process, and would highly recommend him to anyone!

    Working with James was a pleasure. We were fish out of water trying to execute a will and have…read morenever done this before. He was very helpful very quick in getting us the paperwork we needed to satisfy the bank. It was a little bit of a rough start with him and we all thought that one another was being rude when we all took time to explain what was going on for us as individuals everybody was able to take a deep breath calm down and he gave us fantastic customer service.

    Heritage Financial Services - financialadvising - Updated June 2026

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