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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