about Heritage Estate Planning

Welcome to Heritage Estate Planning where our primary mission is to guide individuals approaching retirement or those who have already retired in understanding and securing their financial future. Our comprehensive estate planning services empower you to take control, ensuring financial security for a lifetime and providing options for your estate through proper planning.

  • experienced & certified

  • expert consultant

Financial Security for a Lifetime

Retirement is a significant milestone, and our goal is to help you plan for all foreseeable possibilities. Whether you're looking to change from an aggressive portfolio to a more balanced one or seeking guarantees for added safety, our experts are here to assist you.

Free Consultations and Power of Attorney Services

At Heritage Estate Planning, we offer free consultations to review your current financial situation and help develop a personalized plan for financial security. Additionally, we provide free General Power of Attorney, Healthcare Power of Attorney, and Financial Power of Attorney services with each consultation.

Expert Estate Planning Network

Our collaborative network of experienced attorneys specializes in various estate planning needs. As our client, ongoing service calls and consultations come at no additional cost. We understand the importance of a seamless and cost-effective process when it comes to securing your legacy.

Understanding Your Unique Needs

We believe in listening to our clients to understand their individual needs, wants, and desires. Through education, we empower you with knowledge about the differences between various products and help you make informed decisions about building your financial future. We discuss the significance of an estate plan, covering situations where you may no longer take care of yourself or your estate, and what happens to your assets after you pass away.

Why should you have an estate plan?

An estate plan isn’t just about leaving an inheritance behind.

Besides making sure your assets get to the people you choose, planning can help minimize income, gift, and estate taxes, too. Without an estate plan, and specifically a will, & POA the laws in your state will determine what happens to your possessions, and the courts will decide who gets custody of you if you become incompetent. Or your children, should you become incompetent or die prematurely.

Why it matters!

Because you matter, what you have accomplished or leave behind matters.
The meaning of HERITAGE is property that descends to an heir.
A Legacy may be monetary or your assets… A Legacy may come from one's character, reputation, and the life you lead – setting an example for others and to guide their futures

Your estate plan

Gives you peace of mind and, Ensures your wishes are fulfilled after death Designates who oversee your finances and medical decisions if you’re incapacitated or debilitated

Why People Choose us

  • Attorney-guided
& tailored estate plans
  • Legally sound documents
  • No traditional lawyer fees
  • Easy to update when life changes
Talk to your advisor

start securing your worry-free retirement

Ready to get started?

Book a free consultation or email us. We would love to speak to you if you have been looking for a trusted provider of wills and estate planning.

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