Do I really need a trust?

Not everyone does — but most individuals, couples and families benefit from one. A trust helps your loved ones avoid probate (a lengthy and costly court process), keeps your wishes private, and makes the transfer of your assets simple and stress-free.

What if I already have a will?

A will is a good start, but it may not be enough on its own. Wills go through probate and don’t cover incapacity planning. If you already have a plan, I can review it and update it to make sure it still meets your needs.

How long does this process take?

Most clients complete their estate plan within 4–6 weeks from start to finish. I guide you through every step with clear instructions and no overwhelm.

Do you offer payment plans?

Yes. I understand estate planning is an investment, so I offer flexible payment options. We’ll find something that works for you.

I’m young and healthy. Do I still need this?

Yes. Estate planning isn’t just for the elderly or wealthy — it’s for everyone who loves someone. Wills, trusts, and powers of attorney make sure your family is protected no matter what happens.

Why should I choose Heirloom Estate Planning?

• I’ve lived it. I know what loss feels like — and why planning matters.

• Flat-fee pricing. No billable-hour surprises.

• Compassion + Clarity. You’ll always know what’s next.

• Modern & Streamlined. Legal planning doesn’t have to feel cold or intimidating.