Heather Locklar, J.D.

Heather Locklar is the Service Area Leader for the firm’s Estate & Trust Group and also serves as the group’s Best Practice Leader. She currently works from the firm’s Birmingham location and serves all Warren Averett offices. Heather’s focus is on tailoring the estate planning process to help families and individuals reach their legacy goals. She also advises on effective business succession planning techniques for small business owners. Heather resides in Birmingham with her husband and two children.

Education

• Bachelor of Arts, University of Alabama, Tuscaloosa, AL
• Juris Doctor, Cumberland School of Law, Birmingham, AL

Professional Affiliations

• American Bar Association
• Alabama Bar Association
• Birmingham Bar Association
• Estate Planning Council of Birmingham
• 2017 Future Leaders Forum for the Birmingham Bar Association
• National Business Institute, CLE Instructor on Grantor Trusts
• Birmingham Business Journal’s NextGen Law Award, 2020
• Birmingham Business Journal’s Top 40 Under 40, 2023

Community Involvement

• Girls Inc. Committee of 25 Member
• Clay House Junior Board (Past President)
• Community Foundation of Greater Birmingham’s 2020 Professional Partners in Philanthropy Leadership Forum

Ask Me About

• How to make sure your estate plan fits your personal needs as well as the current tax law
• Why family estate planning is so important
• Effective business succession planning techniques
• Why I chose to practice in estate and tax planning rather than litigation when I graduated from law school
• Traveling (There is so much of the world I would love to see!)
• Growing up on a farm