Meet Heidi J. Thompson, Ed.M., JD
I'm an active member of WealthCounsel, a community that provides exceptional legal software, ongoing legal training, and support to build and grow estate planning practices.
I am relatively new to this grandparenting gig, but the importance of leaving a legacy for my toddler grandson and infant granddaughter both thrills me and weighs on me. I am fortunate that both live nearby and I look forward to our almost daily visits. As a former educator, I find great joy when my toddler grandson learns a new shape, color, letter, or word from our playtime together. It is an investment of time that yields immeasurable treasure. I would guard this treasure with everything I have.
I possess the legal knowledge to ensure that my own children and grandchildren receive the housing, education, maintenance, and support they need throughout their lifetimes, while encouraging them to continue to embrace lifestyles that align with both faith and reason.
It is this “grandparenting view of the world” that informs my current practice with “Lifeguarding Legacies, PLLC.” The focus of this practice is on securing all that my clients have worked to achieve and ensuring that my clients’ values live on to future generations.
Not only a counselor-at-law, I am also a counselor at heart. And nothing quite breaks my heart like family strife. Through the years, I have had many opportunities to assist families in mending broken and strained relationships. I can equip my clients with tools that offer the hope of restoring family unity. We have heard the stories of how families became contentious and greedy in the wake of a family member’s passing. We have also heard the stories of the spoiled trust kids that blew their fortunes in a lifestyle that very few grandparents would endorse. My aim is to teach families how to communicate their intentions and values now and to capture these in an estate plan that protects not just the funds, but the true nature of the legacy you wish your family to carry on.
I have been a lawyer since 2007 and am a member of both the Florida and Arizona Bar. I have a power team in place that includes the well-recognized and respected Dorcey Law Firm in Fort Myers, Florida and WealthCounsel. I partner with this power team to ensure that I am kept up to date with the latest developments in estate law and that I provide the most professional and comprehensive resources in the business. If you have a financial advisor you respect, I would gladly welcome your advisor to join us in estate planning. Sometimes the best solutions are reached in a team environment.
I expect that most clients who work with me will eventually opt for the creation of a legal trust, whether it be simple or more complex. I love that word. TRUST. It is the cornerstone of my business and captures my core values:
I strive to be TRUST-worthy in all I do. I look forward to serving you, and helping you Lifeguard your Legacy.