Jun 22, 2024
I’ve worked with the Heritage Trust team for many years and I have referred many friends and clients. Their service is excellent and their pricing is better than the big banks. I appreciate all of their advice and experience and I will continue to refer!
Estate planning is more than just creating a Will. It’s putting in place a plan for yourself, your family members and your assets in the event of your incapacity or death. Creating a proper estate plan will ease the burden on your loved ones and ensure that your assets pass in a timely and cost-efficient manner to your intended beneficiaries.
This checklist will provide a valuable framework to help you build your own estate plan.
