Not a Member Yet?
We offer a free confidential review of your existing estate plan.
We also offer a free confidential consultation to introduce you to Heritage and provide guidance to your unanswered questions about estate planning.
This is not insurance. There are other options to protect family assets from long term care.
Estate plans vary greatly. To understand the differences, or compare plans, or to find out additional details of our services, call us for a complimentary consultation.
If you don't understand estate planning or don't have an estate plan in place, you've come to the right place. We're here to educate the general public about the intricacies of estate planning and provide quality documents to support our members.
Feel free to contact us with an inquiry using our "Contact" page. We look forward to hearing from you!
We are always welcoming new members of all ages to Heritage.
"Working Together to Protect & Preserve Your Life's Work"
A National Membership Organization
Medicaid planning has many details that often go unexplained. We can help answer your questions.
Trust documents vary greatly. Understanding the differences in trusts is critical to your estate planning success.
We offer numerous options and plans. We also provide supplemental documents that many providers do not offer.
Estate planning is not just for the wealthy any more. It's not a matter of how much you own, but rather do you want to keep what you own.