19 September 2017
Form 74.08
Did a witness Affidavit of Execution accompany your Will? In our experience, it may not. Big deal? — Yes.
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Comfort, clarity & peace of mind
Settling an estate is hard. You don’t have to do it alone.
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.
What we do
Our featured services
Executor Assistance
Alphacare is our proprietary product to assist you in your first 30 days as Executor.
Read moreWills 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.
Read moreDeath and Taxes
Newly appointed Trustees will want to understand their obligations regarding Income taxes and Probate (Estate Administration Tax).
Read moreOther Services
Bookkeeping, asset valuation, real estate, financial planning and estate planning — delivered by a network of trusted professionals.
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Request a complimentary consultation
Tell us a little about your situation and we will be in touch. There is no charge and no obligation — we will talk through where you stand and what happens next.
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From our desk
The latest from Heritage
21 April 2016
No Will?
“I have no spouse, no children, no dependents and very few assets. I don’t need a Will; right?”
Read more21 April 2016
Estate Planning
Many people view Estate planning as the purview of the wealthy — complicated, with lawyers and accountants. It need not be.
Read moreYour trust is our legacy.
Complimentary consultation