Heritage will review any present estate plan and issue a personal and confidential report.
While many attorneys charge for every change you make to your trust document, we cover that charge for you!
Our members enjoy access to experienced estate planning attorneys who counsel with the Member and then custom draft their estate planning document.
Members don't pay attorneys "billable hours" for services completed. One reasonable fee does it all!
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.