Thoughtful estate planning that protects what matters most. Let us help you create a comprehensive plan that gives you peace of mind and secures your family's tomorrow.
About Heritage
Heritage Estate Planning was founded on a simple belief: every family deserves a clear, comprehensive plan for the future. We provide dedicated estate planning services with personalized attention to every client.
Our approach combines deep legal expertise with genuine care for our clients. We take the time to understand your unique family situation, your goals, and your concerns. Then we craft a personalized plan that provides clarity and peace of mind.
Safeguarding your assets and loved ones
Understanding your unique dynamics
Planning that evolves with your life
Our Services
From simple wills to complex trust structures, we provide the full spectrum of estate planning services tailored to your needs.
A properly drafted will ensures your wishes are clearly expressed and legally enforceable. We create wills that provide clarity for your loved ones during difficult times.
Avoid probate and maintain privacy with a living trust. Our trust-based plans provide seamless asset transfer and protection for your beneficiaries.
Ensure your medical wishes are honored with comprehensive healthcare directives. We help you make difficult decisions in advance, giving your family guidance.
Interactive Assessment
Take our 60-second quiz to discover which estate planning services are right for your situation.
Note: This quiz is for informational purposes only and does not constitute legal advice. For personalized guidance, schedule a consultation with our attorneys.
Why Estate Planning Matters
of Americans don't have a will
Average probate costs
Typical probate duration
Avoidable with proper planning
Transparent Pricing
We believe in transparent pricing. Here are our starting rates for common services.
Flexible Payment Plans Available: We offer payment plans to make estate planning accessible for all families. Ask about our options during your free consultation.
Our Approach
We begin with a complimentary consultation (virtual or in-person) to understand your family, your assets, and your goals. No pressure, just conversation.
Based on our discussion, we design a comprehensive estate plan tailored to your specific situation and objectives. We explain everything in plain English.
We prepare all necessary legal documents with meticulous attention to detail, ensuring everything complies with applicable state laws and is properly executed.
Your plan evolves with your life. We provide regular reviews and updates to keep your estate plan current as your family and assets change.
Common Questions
Find answers to the most common questions about estate planning and our services.
Yes! Estate planning isn't just about wealth—it's about making sure your wishes are honored and your loved ones are protected. Even with modest assets, an estate plan allows you to name guardians for minor children, specify healthcare preferences, designate who makes decisions if you're incapacitated, and avoid costly probate proceedings. Without a plan, state law decides these critical matters for you.
A will is a legal document that directs how your assets are distributed after death, but it must go through probate court. A trust, on the other hand, holds and manages your assets during your lifetime and passes them directly to beneficiaries without probate. Trusts offer privacy, avoid court involvement, and can provide ongoing management for minor children or beneficiaries who need guidance. Many people benefit from having both.
Most clients complete their estate plan within 2-4 weeks. This includes an initial consultation to understand your needs, a design meeting to review your customized plan, document signing, and guidance on asset transfer. Simple wills can often be completed faster, while comprehensive trust-based plans may take a bit longer. We work at your pace to ensure you're comfortable with every decision.
While online templates are inexpensive, they often create more problems than they solve. Generic forms don't account for your state's specific laws, your unique family situation, or tax implications. We regularly see costly mistakes from DIY estate plans—improper witness signatures, missing trust funding, outdated provisions, and documents that don't work together. An attorney-drafted plan ensures everything is legally valid, customized to your needs, and properly executed.
If you pass away without an estate plan, state law determines who inherits your assets and who makes decisions for your minor children—regardless of your wishes. Your estate will go through probate, a public court process that can take months or years and cost thousands of dollars. Your family may face conflict over your assets, and the court, not you, decides who cares for your children. Estate planning puts you in control.
Our pricing is transparent and straightforward. Simple wills start at $500 per person or $800 per couple. Comprehensive estate plans with trusts begin at $2,000. The investment depends on your needs—family complexity, asset types, and level of planning required. We provide upfront pricing during your free consultation with no hidden fees. Consider that probate often costs $15,000-$30,000, making proper planning a wise investment.
Review your estate plan every 3-5 years or after major life events such as marriage, divorce, birth or adoption of children, death of a beneficiary or executor, significant changes in assets, moving to a new state, or changes in tax laws. We recommend keeping your plan current to ensure it still reflects your wishes and takes advantage of current laws.
A comprehensive estate plan typically includes: a Last Will and Testament, a Revocable Living Trust (if needed), a Healthcare Power of Attorney (medical decisions), a Financial Power of Attorney (financial decisions), a Living Will or Advance Healthcare Directive, HIPAA authorization for medical information, and guidance on beneficiary designations. We customize each plan to include exactly what you need—nothing more, nothing less.
Client Stories
"Heritage Estate Planning gave us complete peace of mind. They took the time to truly understand our family's needs and created a plan that protects our children's future. The process was straightforward, and they explained everything in terms we could understand."
"After my father passed without a will, I knew I didn't want to put my family through that. Heritage made it easy and affordable to get our trust set up. They even helped us transfer all our assets. Highly recommend!"
"As a business owner, I needed asset protection and succession planning. The team at Heritage created a comprehensive plan that protects both my business and my family. Their expertise and attention to detail is exceptional."
Schedule a complimentary consultation to discuss your estate planning needs. We'll answer your questions and help you understand your options.
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