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Burt + ClercPartner
Heidi Richert Clerc
Pro

Heidi Richert Clerc

4.9
19 reviews

74175 El Paseo, Palm Desert, CA 92260

Estate Planning, Probate, Trust Administration and 4 more

About Heidi Richert Clerc

Heidi practices primarily in the areas of estate planning, trust administration and probate matters. She was born and raised in the Coachella Valley. After graduating from the University of California at Davis she moved back to the Coachella Valley and worked as a substitute teacher for Coachella Valley Unified School District. She then moved to Boston, Massachusetts and received her Juris Doctor from Northeastern University School of Law. Heidi has been working with Burt & Associates since 2007, first as a legal intern and then as an attorney after passing the California bar in 2009.

Heidi is a Certified Specialist in Estate Planning, Trust & Probate law and is admitted to the State and Federal Courts in California. She was named a Top Lawyer by Palm Springs Life in 2017, 2018 and 2019. In December 2018, Heidi was awarded the Martindale Hubbell AV Preeminent Peer Rating which recognizes attorneys with the highest level of professional excellence.

Non-Legal Activities

Heidi is on the Board of United Celebral Palsy - Inland Empire. She is married and has a daughter. In her spare time she enjoys traveling, cycling and hiking with her dogs, Gaspard and Mavis.

Professional & Bar Association Memberships

State Bar of California

California Young Lawyers Association

American Bar Association

Desert Bar Association

Inns of Court

Desert Estate Planning Council

 

Heidi Richert Clerc (Palm Desert, California) View website

Awards

Silver Client Champion
This award is granted to attorneys who have received at least 3 client reviews, and have an average review score of 4.0 or higher.
Champion Badge Silver
AV Preeminent Peer Rated
This elite award is granted to attorneys who have been recognized by their peers for their very high ethical standards, with an average peer review score of 4.5 or higher.
Martindale-Hubbell Peer AV

Client Champion Awards

Client Champion awards recognize those attorneys who excel at service as affirmed by their clients. The awards, based on the quantity and quality of an attorney’s Martindale-Hubbell client reviews, demonstrate an ongoing commitment to delivering excellent client service. Award recipients stand out from their peers with a platinum, gold or silver icon.

Champion Badge Silver

At least three reviews and a score of 4.0 or higher.

Heidi Richert Clerc got this award in 2021

Champion Badge Gold

At least six reviews and a score of 4.2 or higher.

Champion Badge Platinum

At least ten reviews and a score of 4.5 or higher.

Martindale Peer Awards

A lawyer who receives a minimum threshold of qualifying responses from fellow attorneys can qualify for one of three prestigious Martindale-Hubbell Peer Review Ratings:

Martindale-Hubbell Peer AV Preeminent Rating

AV Preeminent®: The highest peer rating standard. This rating signifies a large number of the lawyer’s peers rank him or her at the highest level of professional excellence for their legal knowledge, communication skills and ethical standards.

Heidi Richert Clerc got this award in 2021

Martindale-Hubbell Peer Distinguished Rating

Distinguished: An excellent rating for a lawyer with some experience. This rating indicates the attorney is widely respected by their peers for high professional achievement and ethical standards.

Martindale-Hubbell Peer Notable Rating

Notable: This rating indicates that the lawyer has been recognized by a large number of their peers for strong ethical standards.

Avvo Awards

Avvo Top Contributor

Avvo Top Contributor: The Avvo Top Contributor Award is granted to attorneys who have earned significant contribution points in a given year on our sister site, Avvo.com. Contribution points are earned by answering questions in Q&A, publishing Legal Guides, and other useful contributions to the Avvo community.

Avvo Client Choice

Avvo Client’s Choice: The Avvo Client's Choice Award Badge is granted to attorneys with a significant number of 4+ star reviews in a given year.

Reviews for Heidi Richert

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Overall Rating
4.9
See All Reviews
19
5.0
Lawyers.com
3
4.8
Martindale
12
5.0
Avvo
4
Showing 1-3 of 3 client reviews from Lawyers.com
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5 stars
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4 stars
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What do people say on Lawyers.com?
Communication
5.0
Quality of Service
5.0
Responsiveness
5.0
Value for Money
5.0
Trusts and Estates
Posted by anonymous
June 05, 2020
Hired Attorney

I hired Heidi for a father's trust administration and it was great to have her to assist me throughout the process. She is honest and very knowledgeable. Would highly recommend to anyone who needs a probate/trust attorney.

Estate Planning
Posted by anonymous
June 05, 2020
Hired Attorney

Working with Heidi was a great experience. She made the process easy to understand, she built trust with us and we valued her advice. We have recommended her to all our family and friends who need estate planning. Excellent service and very professional.

Estate Planning
Posted by anonymous
October 03, 2019
Hired Attorney

I have worked with Heidi for my own trust and highly recommend her. Additionally and probably more importantly, as a banker, I have worked with Heidi for numerous of my clients. So, I have seen her work across multiple clients, multiple issues, and multiple situations from the easily resolved to the most complicated litigation. I unabashedly recommend her for any her for any trust, probate or estate planning work.

 
From the Martindale-Avvo Legal Network

Services

Areas of Law

  • Trusts and Estates 1
    • Estate Planning
  • Other 6
    • Probate
    • Trust Administration
    • Wills
    • Trusts
    • Pet Trusts
    • Conservatorship

Experience

  • Bar Admission & Memberships
    Admissions
    2009, California
    Memberships
    State Bar of California
    California Young Lawyers Association
    American Bar Association
    Desert Bar Association.
  • Education & Certifications
    Law School
    Northeastern University School of Law
    Class of 2009
    J.D.
    Other Education
    University of California - Davis
    Class of 2005
    B.A.
    Legal Certifications
    Certified Specialist in Estate Planning, Trust & Probate Law

Contact Heidi Richert Clerc

Partner at Burt + Clerc
4.9
19 reviews

74175 El PaseoPalm Desert, CA 92260U.S.A.

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Fax: (760) 340-0035

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Attorneys FAQs

  • What year was this attorney first admitted to the bar?
    Heidi Richert Clerc was admitted in 2009 to the State of California.
  • Does this attorney speak any other languages?
    Heidi Richert Clerc speaks French.
  • Is this attorney Martindale-Hubbell Peer Review rated?
    Yes, Heidi Richert Clerc has a 4.8 Peer Rating from Martindale-Hubbell.
  • How many attorneys are in this law firm?
    Burt + Clerc has 4 attorneys at this location.

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