Burt + Clerc

Offers Video Calls | Open for Business
  • Firm Size 4

  • Peer Reviews

    4.7/5.0 (33)
  • Profile Visibility [ i ]
    • #16,342 in weekly profile views out of 314,629 total law firms Overall
Attorney Awards
  • Martindale-Hubbell Peer AV Preeminent Rating
  • Silver Client Champion
About Attorney Awards

About this firm

Julia E. Burt established the firm in 2005. The main office was located in La Quinta and worked to meet the needs of clients throughout the Coachella Valley. Heidi Richert Clerc joined the firm in 2009 and the firm moved to El Paseo in Palm Desert. The firm expanded and added Lisa Killingbeck Berkeley and Barbara G. Knox to the team.

Burt + Clerc is committed to meeting your expectations and assisting you in achieving your goals in a sincere and friendly manner. The attorneys in our boutique firm specialize primarily in estate planning and probate matters. Julia E. Burt, Heidi Richert Clerc and Lisa Killingbeck Berkeley are certified specialists in Estate Planning, Trust & Probate Law in California. It is our philosophy that the age of general practitioners is gone. Clients today expect attorneys to have experience in their chosen fields of law and practice with unparalleled excellence. We strive to meet these expectations everyday.

Palm Springs Life has recognized both Julia E. Burt and Heidi Richert Clerc as top lawyers in the Coachella Valley for estate planning services. We look forward to working with you.

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Areas of Practice (12)

  • Estate Planning
  • Durable Power of Attorney
  • Advance Health Care Directive
  • Revocable Trust
  • General Assignment of Assets to Trust
  • Probate
  • Trust Administration
  • Wills
  • Trusts
  • Pet Trusts
  • Conservatorship
  • Guardianship

People (4)

Julia E. Burt: Attorney with Burt + Clerc
Julia E. Burt
Managing Partner
4.8
36 Reviews
Palm Desert, CA

Estate Planning, Probate, Trust Administration, Wills, Trusts, Pet Trusts, Conservatorship, Trust and Probate Litigation View More

View Profile
Heidi Richert Clerc: Attorney with Burt + Clerc
Heidi Richert Clerc
Partner
4.9
19 Reviews
Palm Desert, CA

Estate Planning, Probate, Trust Administration, Wills, Trusts, Pet Trusts, Conservatorship View More

View Profile
Barbara G. Knox: Attorney with Burt + Clerc
Barbara G. Knox
Associate
4.4
Palm Desert, CA

Estate Planning, Probate, Conservatorship, Guardianship

View Profile
Lisa Killingbeck Berkeley: Attorney with Burt + Clerc
Lisa Killingbeck Berkeley
Associate
No Reviews
Palm Desert, CA

Estate Planning, Trust Litigation, Elder Law, Real Property, Probate, Trusts & Estates View More

View Profile

Peer Reviews

4.7/5.0 (33 reviews)

  • Legal Knowledge

    4.7/5.0

  • Analytical Capability

    4.7/5.0

  • Judgment

    4.6/5.0

  • Communication

    4.7/5.0

  • Legal Experience

    4.7/5.0

  • 5.0/5.0 Review for Heidi Richert Clerc by a Attorney on 01/23/24 in Estate Planning

    Heidi is very knowledgeable in estate planning and an excellent attorney.

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/25/19 in Trusts and Estates

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/17/19 in Estate Planning

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/17/19 in Wills and Probate

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/17/19 in Trusts and Estates

    Julia is an excellent attorney, very knowledgeable and very approachable. She employs a common sense approach to every matter and is very well respected in the legal community.

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/16/19 in Wills and Probate

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/16/19 in Trusts and Estates

    Julia is an extremely smart and competent attorney in handling wills, trusts and estate matters. She communicates well and is very adept at handling complex estate matters.

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  • 5.0/5.0 Review for Julia E. Burt by a Partner on 07/16/19 in Trusts and Estates

    I am always comfortable referring a client to Julia because I know they will be well taken care of in both their legal and personal needs. In addition to being a talented and capable lawyer, Julia is extremely caring and skilled in shepherding clien... Read more

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/01/19 in Litigation

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  • 5.0/5.0 Review for Julia E. Burt by a Attorney on 07/01/19 in Trusts and Estates

    An outstanding attorney in all respects. Highly recommended.

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Peer reviews submitted prior to 2008 are not displayed.

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