Heritage Estate & Legal Planning LLC
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(913) 663-4357

Our Services

For each client, our goal is to help you and your family, as well as your business, grow, preserve, protect, and distribute your assets and estate.

Our most valuable service is our advice. We advise families and individuals on all matters of wealth-related issues, such as how to structure their estates for tax and distribution efficiency, how to select trustees and successor trustees, buying and selling businesses, asset titling and transfers, fiduciary investment advice, and myriad other choices that affect your personal finances.

Some of our more specific services are:

  • Estate Planning (Wills, Trusts, etc.)
  • Trust Implementation and Administration
  • Trustee Selection
  • Powers of Attorney
  • Tax Planning
  • Deeds and Recording
  • Business Formation and Structuring
  • Business Succession and Transition
  • Buy-Sell Agreements
  • Mergers & Acquisitions
  • Qualified Retirement Plan Evaluations
  • Contracting and Contract Reviews
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(913) 663-4357
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