The Heritage Life Plan
A Membership Opportunity Designed with Our Clients’ Interests in Mind
The Heritage Law Center is pleased to offer our clients an exclusive membership opportunity designed to provide premium security and guidance for life.
The Heritage Life Plan offers solutions to the concerns we hear most often:
- It ensures your important plans are easily accessible when you and your family need them.
- It guarantees that your plans are never out-of-date or no longer relevant.
- It allows you peace of mind that your wishes will be adhered to and that your loved ones have the guidance needed to execute your vision.
Creating an estate plan is an important investment in your family’s future. Don’t let it gather dust on the shelf. With this membership program you can be confident your plan will work for you when you need it and how you want it.
The Heritage Life Plan includes the following benefits and services:
- EverPlans® online secure document storage
- Yearly review of your estate plan
- Priority phone access
- Complimentary legal letters
- Complimentary legal documents for your young adult children
- Asset transfers to fund your trust
- Child Protection Plan discounts: Guardianship and instructive documents for your minor children or grandchildren
- Family probate service discounts
- Invitation to our complimentary educational and social events throughout the year
For more information, or to enroll in The Heritage Life Plan, contact us today.