A National Membership Organization


Working Together to Protect & Preserve Your Life's Work

We're Here for All of Your Needs


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.  

Not a member...no problem, you're invited to join!

Individual - Small Homeowner - Large Estate Owner - Farmer/Rancher - Business

We Can Help With...


  • Avoiding Probate
  • Protect your Estate from Long-Term Care of Nursing Home costs without purchasing insurance
  • Lawsuit Protection
  • Protection During Disability
  • Lower Legal Fees - no billable hours!
  • Protection from Conservatorship
  • Charitable Tax Planning
  • Trusts and Wills
  • and more...

Services & information

Estate Planning

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. 

Medicaid Planning

Medicaid planning has many details that often go unexplained.  We can help answer your questions.

Understanding Trusts

Trust documents vary greatly.  Understanding the differences in trusts is critical to your estate planning success.

Long Term Care

This is not insurance.  There are other options to protect family assets from long term care.


Options and Plans

We Invite You to Join Our Membership

We are always welcoming new members of all ages to Heritage.

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.

Not a Member Yet?

We offer a free confidential review of your existing estate plan.  We can provide guidance to your unanswered questions about estate planning.  Joining is simple, just give us a call to discuss. 


Feel free to contact us with an inquiry using our "Contact" page.  We look forward to hearing from you! 


The information contained from this web site ("Site") is presented with the understanding that neither the authors nor the publishers are engaged in rendering legal or accounting services or advice.  Questions relevant to the specific tax, legal and/or accounting needs of the reader should be addressed to practicing members of these professions.  The information contained within the Site is general legal information and should not be construed as legal advice to be applied to any specific situation.  If you are unsure what your particular situation requires, you should consult the appropriate professional. 

We are not a law firm or substitute for an attorney or law firm.  We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options, selection of forms, or strategies.  However, through the Heritage membership, as a member, you do have access to legal professionals who are engaged in rendering legal opinions specific to your estate planning questions and needs.

Because of the technical nature of the material and the fact that the laws are never static but ever changing, counseling with an attorney available through your membership is recommended when implementing any plans or topics discussed within the Site.