Heather Swears came to Morgan & Getzan in 2021 with a strong background in Banking and Audit Compliance. As the firm’s trust funding coordinator, she is responsible for transferring clients’ assets to their trusts, serving as the liaison between clients and their financial institutions, and assisting members of our Legacy Protection Program in keeping their assets properly titled. Heather is also responsible for post-death administration and trust settlement. Funding, monitoring, and settling our clients’ trust-based estate plans is an enormous job that requires an understanding of a wide range of financial assets as well as a great deal of patience and persistence. In her spare time Heather enjoys spending time with her children and being involved in her community.
TESTIMONIALS
What our clients are saying
Sam and Karon V.
Among the many benefits of doing our estate planning with Morgan Law Center is their Legacy Protection Program. We have been clients of the firm for many years and have made a point of visiting Teresa annually to review our plans. Because we have had the freedom to tweak our plans each year, they reflect our current decisions based on today’s circumstances. And, due in large part to Teresa’s compassionate interviewing skills, we have created plans that promote our core values and give us great peace of mind. Teresa has always been fair, trustworthy, and extremely helpful to us. To put it plainly, she’s terrific!
Gwendolyn J.
They are awesome. They helped us with our dad and elder care, we knew very little and they helped a great deal. Thank you so much for your caring and compassion when we needed it most.
Judith A.
I was treated in a friendly, professional manner. I learned a lot from all of them, and feel confident in the results.
Timothy S.
Couldn't ask for a better experience! Teresa and her staff are knowledgeable, professional and friendly. I needed help establishing Medicaid for a loved one. Morgan Law Center helped us protect her assets and enroll her in Medicaid. They walked with us through the entire process and were available to answer any and all questions. They not only worked with me, but also developed a relationship with my loved one to assure her comfort and that her desires were being met. I highly recommend them if you need help protecting your loved one's assets and moving them to Medicaid. I am so happy I chose this firm. Our results were better than I ever could have imagined!
Betty D.
After the death of my husband, I was so thankful that my husband and I had chosen Morgan Law Center for our estate planning. The firm was not only efficient, but caring and compassionate as well. It was a blessing to have our legal and financial affairs handled in such a loving and professional manner. This allowed much needed time for our family to spend together remembering and honoring our loved one. It was a relief for the weight to be taken off of our shoulders.
Sandy F
Teresa Morgan’s knowledgeable, practical, and timely assistance was invaluable during a most stressful time of transition in my mother’s life. Teresa was always ready to listen and her guidance made my mother’s move to long-term nursing home care as smooth as possible.
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