OUR FEATURED SERVICES
Executor Assistance
Alphacare is our proprietary product to assist you in your first 30 days as Executor.
Wills and Pre-Planning
One way to ease the burden for your loved ones is to have a valid Will and to pre-plan your funeral. Not only will this give peace of mind to your family but your last wishes will be recorded in detail.
Death and Taxes
Newly appointed Trustees will want to understand their obligations regarding Income taxes and Probate (Estate Administration Tax)
Other Services
Heritage Estate Services provides continuity, comfort, clarity and peace of mind when settling the affairs and Estates of your loved ones. Our network of trusted professionals will protect your legacy and the interests of your family with experience and care.
The Latest from Heritage
19
Sep
Form 74.08
Form 74.08 Did a witness Affidavit of Execution accompany your Will? In our experience, it may not. Big deal? – ...
21
Apr
No Will?
I don’t need a Will I have no spouse, no children, no dependents and very few assets. I don’t need a Will; right? ...
21
Apr
Estate Planning
Estate Planning? Many people view Estate planning as the purview of the wealthy. Complicated, with lawyers and ...
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