Heffner & Associates

Heffner & Associates is a Rhode Island elder law firm with over three decades of experience guiding older residents and families through Medicaid planning, estate planning, probate, and guardianship matters. Led by Mark B. Heffner and Matthew T. Heffner, the firm emphasizes personalized service and has built a reputation for making complex legal processes accessible and less overwhelming.

About

Heffner & Associates is a Rhode Island elder law firm dedicated to helping older residents and their families navigate complex legal challenges related to aging, healthcare, finances, and estate planning. Based in Warwick with an additional office in Barrington, the firm brings over three decades of experience to matters that often feel overwhelming to clients facing unfamiliar legal terrain.

The firm's practice encompasses the full spectrum of elder care law. A significant portion of their work focuses on Medicaid planning and applications, where they guide clients through the detailed qualification process to secure these critical benefits. They also help families develop strategies to protect life savings from being depleted by nursing home costs, combining asset protection planning with a thorough understanding of Medicaid eligibility rules. Beyond Medicaid, Heffner & Associates handles comprehensive estate planning, including the drafting and funding of wills, trusts, powers of attorney, and other documents designed to reflect each client's goals and wishes.

The firm manages probate matters with an emphasis on efficiency. Many clients benefit from streamlined probate processes, and the firm notes that most of their clients never need to appear in probate court. For those seeking to avoid probate altogether, properly structured and funded trusts serve as an effective alternative. The team also handles guardianship proceedings for situations where a loved one has lost decision-making capacity and no prior legal arrangements exist.

Heffner & Associates is led by Mark B. Heffner, Esq. and Matthew T. Heffner, Esq., supported by team members including Jacqueline L. Grinnell and Jennifer L. Waterman. The firm emphasizes that it treats each client as an individual rather than a case number, providing responsive and courteous service throughout the legal process. Client testimonials reflect appreciation for the firm's expertise and the reassurance its attorneys provide during stressful times.

The firm's core values of passion, compassion, and competence guide its approach to elder law practice. With deep roots in Rhode Island and sustained focus on this practice area, Heffner & Associates has built a reputation for understanding both the legal and personal dimensions of aging-related decisions. For Rhode Islanders seeking guidance on Medicaid planning, estate protection, probate, guardianship, or other elder care matters, the firm offers both experienced counsel and a commitment to putting clients' minds at ease.

Overview compiled from the firm's website