A National Membership Organization


Free Annual Reviews of Your Estate Plan

Heritage will review any present estate plan and issue a personal and confidential report.

Free Amendments to your Trust Document

While many attorneys charge for every change you make to your trust document, we cover that charge for you!

Access to Legal Counsel for complete Estate Plan Implementation

Our members enjoy access to experienced estate planning attorneys who counsel with the Member and then custom draft their estate planning document. 

Free Access to Estate Planning Questions

Members don't pay attorneys "billable hours" for services completed.  One reasonable fee does it all!



Not a Member Yet?

  • We offer a free confidential review of your existing Estate Plans.
  • Even if you have a Trust or Will right now, we will review it to be sure it is working for all of your current and upcoming needs.  If it is not, or will not address your future needs, we can make changes so it will work for you!
  • We also offer a free confidential consultation to introduce you to Heritage and provide guidance to your unanswered questions about Estate Planning. 
  • Membership fees are $30 per year or $50 for two years and are paid on an annual basis. 



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.