Avoid Probate. Protect Your Family.
Preserve Your Legacy.
Discover how families can avoid costly court proceedings, maintain control of their assets, and create peace of mind with a proper estate plan.
Helping families protect what matters most through effective estate planning strategies.
What Happens If You Don’t Have an Estate Plan?
Without a proper estate plan, your loved ones could face:
Costly probate court proceedings
Months or years of delays
Family conflict and confusion
Unnecessary legal fees
Loss of privacy and control
A well-designed estate plan can help your family avoid these problems before they happen.
Free Download:
Unlock the Secrets to Effective Estate Planning
What You’ll Learn:
How to avoid probate court
Strategies to protect your home and assets
How trusts work
Common estate planning mistakes
How to protect your children and loved ones
Ways to maintain control of your legacy
Get Instant Access to the Free eBook
The Cost of Waiting Can Be Enormous
Life can change unexpectedly. The best estate plan is the one completed before a crisis occurs. Acting now helps ensure your wishes are honored and your family is protected.
Probate can cost thousands
Probate proceedings can take months or years
Estate plans are far less expensive than probate
What You Gain With a Proper Estate Plan
Clarity
Peace of mind
Control
Protection
Start Your Planning Today
Protect your family from unnecessary court involvement
Keep your affairs private
Ensure your assets go where you want
Make things easier for your loved ones
Why Families Choose Heritage Estate Plans
Families choose Heritage Estate Plans because we make the estate planning process simple, understandable, and focused on protecting what matters most.
"When my father passed away, he had no Will. His estate was sent to probate; and that was a nightmare. I decided to never let my children go through that. Richard helped me with my Will and Living Trust... He made the process easy. I highly recommend Richard!"
JAMIE I.
“Setting up a trust for our family gives us peace of mind that in the event of a tragedy, our children will not be burdened with making difficult decisions . Rick is the person we trust with our estate planning. He is professional and knowledgeable.”
JR & DEIRDRE C.
“Richard Wheeler has been a God send, dealing with the legal aspects of handling a loved one's estate after they have passed. I could not have done it without him.”
CATHY M.
Heritage Lifetime Membership and Estate Plan
Heritage provides more than estate planning documents — we create a complete flat-fee estate planning system designed around the unique needs, goals, and future of your family.
Personalized Documents
We provide a complete set of estate planning documents designed to give you clarity, control, and confidence that everything is in place for your family and future.
Amendments
Life changes—and your estate plan should too. That’s why Heritage provides free amendments to keep your plan current as your life evolves and life circumstances change.
Legal Advice
We provide ongoing access to complimentary legal guidance for your estate planning needs, helping you make informed decisions with confidence as life and circumstances evolve.
Advice For Loved Ones
When the time comes, we help guide your loved ones through the next steps — providing clarity, direction, and support during one of life’s difficult moments with compassion and care.
Notary Services
We make the process simple and convenient by covering the full cost of professional mobile notary services and sending a licensed notary directly to your home or office.
Deed Recording
Your plan includes one home deed transfer. We cover all recording fees — helping ensure your home is properly aligned with your estate plan without additional hassle.
Founder and Lead Attorney
Heritage Estate Plans
“Probate ends with us.”
— Rick Wheeler
Ready to Protect Your Family?
Schedule a complimentary consultation to learn which estate planning strategies may be right for your family.
Click the link below to schedule your 30-minute complimentary consultation with us
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