Heidi is an independent contractor who, among other activities, from time to time assists Carlson Estate Planning with asset transfer work projects. Heidi has been an Asset Transfer Specialist since 2001, and has guided countless clients through the complicated process of changing asset titles and beneficiary designations to fund their living trusts.
Clients appreciate her personable manner and her expertise on trust funding. But they are most grateful for the way she patiently shepherds them through each step of the asset transfer process, making a daunting task seem easy.
Heidi grew up in Asia, and outside of the office, she works in the non-profit world as a cross-cultural trainer and counselor for missionary families. She loves to explore new places, whether locally or far away. But when she’s home, she’s content curled up with a good book and her two matching schnauzers.