Heritage Estate Plans LLC

06/22/2022

Heritage Estate Plans is a national membership program designed to offer affordable estate planning options to preserve the assets of our members. We offer peace of mind regarding estate distribution. Contact us today to learn more! (800) 487-8780

We're Here for All of Your Needs

06/19/2022

Happy Father's Day to all the great hard-working Dads out there from your friends at Heritage Estate Plans!

06/17/2022

Our members enjoy peace of mind. We offer free annual reviews of estate plans, free amendments to documentation, access to legal counsel, answers to estate planning questions, and much more. Our rates are reasonable at only $30 per year or $50 for two years! https://bit.ly/3fmFGaa

06/15/2022

Conservatorships are basically legal guardianships for adults usually due to a mental incapacity to control finances. There are different types and durations for conservatorships. Learn more about that here: https://bit.ly/3rGLY7Y

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06/13/2022

If you die without a last will and testament it is called "intestate" and your estate becomes subject to probate, a court-supervised process to distribute a person's assets after death. This is just one reason why estate planning is important. Let us help you avoid this process.

06/10/2022

Estate planning is for everyone from homeowners, landowners, individuals, businesses, the disabled, and more. There are many documents and decisions involved in the process. Learn more about what a good estate plan entails here:

What you need to know in your estate planning even if you do not have significant assets. Here are six key ideas for a successful asset transfer.

06/08/2022

Heritage Estate Plans is a professional national membership organization offering quality estate planning advice, documentation, and options to our members since 1987. Contact us today to ensure the division of assets is done right! 800-487-8780

We're Here for All of Your Needs

06/01/2022

Our goal is to provide our members with quality estate planning documents at economical costs. These documents will provide security by protecting your hard-earned assets for yourself and your heirs.

05/30/2022

There are different types of trust, but put simply, it is a way for a person to hold title to their assets. This protects those assets from creditors, maintains control during a disability, reduces or eliminates certain taxes, and more.

05/27/2022

We started in 1987 and with a national membership, we help individuals and families with the common goal of protecting their estate. Visit our website for more information. https://heritageestateplansllc.com

05/25/2022

Elder Law is complicated and you want to keep what you have earned in the family. Medicaid planning entails creating a specific and legal plan that ensures your senior family members are eligible to receive government benefits.

05/23/2022

Anyone who owns a car, home, personal property, bank account, etc has an estate. If you don't have an estate plan or don't think you need one, read this article.

Estate planning is the preparation of tasks that serve to manage an individual's asset base in the event of their incapacitation or death.