Estate Planning Services and what is included


Lasting Power of Attorneys Healthcare and Financial POA's, with consultation. We offer a lasting power of attorney service that ensures that the people most qualified to act in your best interests are legally entitled to make decisions that impact you.

Basic Will Package

ensure that your wishes are known. Professional financial and Estate Planning and Will Writing Services. Protect your family’s future with our professional, friendly, and affordable Will Writing and Lasting Power of Attorney Service.

Writing a will is one of the simplest ways of protecting your family’s future, but many people haven’t got round to it yet. Is it time to finally get your will done?

• Last Will and Testament
• Financial Power of Attorney
• Healthcare Power of Attorney
• Advance Care Plan
• HIPPA Forms

Trust Packages

Trusts can be a great way of protecting the value of your assets that could provide for your children and loved ones long after you pass away. While wills help to pass on assets when you die, they don’t stop the value eroding, (probate) being diluted by subsequent wills or challenging life events. But there is a solution.

With a trust, you can ensure that your possessions are ringfenced and keep their value safe for those they are intended to serve. This ensures that what you leave after you pass away goes towards protecting the ones you love most when they inherit them. This can be particularly useful if you have a vulnerable beneficiary to protect or are concerned about the impact a future divorce or bankruptcy could have on any inheritance.

At Heritage Estate Planning, we can offer trust services that range from Life Interest trusts within a will, to setting up a trust during a client’s lifetime.

• Revocable Living Trust
• Certification of Trust
• Pour-Over Will
• Financial Power of Attorney
• Healthcare Power of Attorney
• Advance Care Plan
• HIPPA Forms

Estate planning: Protecting what you currently have and Preparing for the future with a trust or will.

When should you start estate planning? What does family estate planning involve, and how do you decide between a trust and a will? What are the different types of trusts?

It’s no wonder why people find the estate planning process so daunting. To help you on your journey, this article demystifies some of the key steps and considerations that go into making an estate plan. You’ll also learn why it’s important to start planning early.

A Simple consultation can answer all those questions and give you peace of mind knowing you continue to protect what you have spent your life building.

start securing your worry-free retirement

Clients reviews

what our clients say

I worked with Dixie Matl to gain a better understanding of the entire process and she was able to clearly explain everything and answer all my questions. She was also an absolute pleasure to speak with, she is very knowledgeable of the process and very patient in answering all my questions.

Tyler B.

It has been a pleasure working with this group, Heritage Financial Plan is timely, accurate, and thorough. In addition, the communication and responsiveness is always appreciated! We would recommend working with Heritage Financial Plan!

Jan H.

I thought Dan did an excellent job doing a restatement of our revocable trust. He responded quickly to questions and clarifications when asked. The process went smoothly and without stress.

Joseph S.

Heritage Financial Plan helped us a lot in taking care of all the necessary documentation needed for our estate planning. They provided the legal assistance we needed and followed up with a binder that contained all of our estate documents in one place. Best of all, they provided these services for a very affordable price. We couldn't be happier with our relationship.

Max L.

Earlier this year my wife and I received delivery of our Estate Plan which included documents for a Revocable Living Trust, Wills, and financial and medical Powers of Attorney, etc. These documents were reviewed and subsequently approved and notarized as needed. We were very pleased with the documents, but also the professionalism we experienced all along the process by Dixie and her associates. All aspects went very well and was very helpful. The attorney later returned our call right away to follow up on a couple questions we had. Thank you Heritage Financial Plan for not disappointing us in this endeavor. I highly recommend them.

Stephen M.

Dixie is extremely passionate about helping people avoid the expensive and frustrating process of going through probate. She has an organized system that is thorough and easy to follow, and holding meetings via Zoom was a huge plus. Both Dixie is very personable and easy to work with. This process has lifted a huge weight off my shoulders and has given both me and my sons peace of mind. I would recommend everyone give the Heritage Financial Plan a call and see what they can do for you.

Kathy S.

We were extremely pleased with everyone we worked with at Heritage Financial Everyone we talked to was professional and respectful. Our consultant, Dixie Matl was very knowledgeable about the entire process and was able to answer our numerous questions. The final package was very comprehensive and even better than we thought it would be. Very organized and detailed. Can't say enough about how happy we are with service and product! Overall, outstanding experience! I would highly recommend Heritage Financial for estate planning.

Dave & Glenda H