At Heircraft Planning, we understand the complexities of estate planning, and as a valued resource, we’re here to guide you through every step.

By creating an estate plan, we help you not only to tell your story but preserve it as well: who you loved, how you lived, and the legacy you leave. Our customized estate planning process is designed to understand your unique situation and goals and create a plan to pass your wealth, wisdom, and values in the most efficient way possible.

The Heircraft Planning Difference:

Concierge Customer Service:
We take time to listen to your concerns, understand your vision, and create tailored solutions that bring peace of mind.

Clear, Transparent Process and Pricing:
We prioritize clarity and transparency, providing detailed explanations and guidance every step of the way. Our clients appreciate our straightforward fee structure and dedication to making the process seamless and stress-free.

Contemporary Technology:
We offer a virtual appointment option, online payment services, and a secure, encrypted client portal.