Estate Planning

Heritage Oak works with our clients and their attorneys to create an estate plan to address common areas of concern for families. These areas include, but are not limited to, estate taxes, probate avoidance, guardianship, incapacity, healthcare decisions, creditor protection, as well as divorce and/or family issues.

We are experienced in implementing current estate plans as well as the creation of new plans within a family. We see the value and stress relief proper estate planning can provide, and we are committed to helping your family throughout the process.

Complimentary Review