Tailored-To-You

ESTATE PLANNING SERVICES

Let's plan together for a life worth living and a legacy worth leaving.

ESTATE PLANNING

HEALTHCARE DIRECTIVES

POWER OF ATTORNEY

MEDICAID/LONG-TERM CARE PLANNING

SPECIAL NEEDS TRUSTS

ASSET PROTECTION

PROBATE

woman pointing at and reading through legal papers

There’s No Time Like the Present

PLANNING FOR LONG-TERM CARE ISN'T JUST SMART; IT'S ESSENTIAL.

At Heartwood Law, we specialize in personalized estate planning that protects what you have worked hard for and secures your family's future. Our heart-centered and client-focused approach helps you plan for life’s uncertainties. From creating wills and trusts to ensuring you have a plan in place for long-term care, we’re here to provide peace of mind and clarity every step of the way.

Whether you're looking ahead or facing an urgent need, we're committed to crafting a strategy that's uniquely yours. Our goal is to ensure your financial peace of mind and align it perfectly with your healthcare needs. Let's work together to secure your future and bring you the comfort of knowing you're well-prepared.

Our process is straightforward and designed to fit your life,

NOT THE OTHER WAY AROUND.

01

GET ACQUAINTED

Schedule a call with us to chat and see if we’re a good match. This is your chance to get comfortable and ask anything you need.

02

SHARE YOUR PRIORITIES

Fill out a secure online questionnaire a few days before your Strategy Session. This helps us understand your priorities.

03

CRAFT YOUR PLAN

In just two hours, we’ll design a plan tailored to your needs. Together, we’ll confirm the details and get everything ready for drafting.

04

FINALIZE WITH CONFIDENCE

Review your plan with us, and then we’ll bring in a mobile notary to finalize. You’ll receive a comprehensive binder with all the essentials neatly organized.

Committed to Your Legacy, Today and Tomorrow

Our relationship doesn’t end with a signature. Every three years, we revisit your estate plan to make necessary updates, reflecting any personal or financial changes. With us, your legacy is protected and evolves as your family does.