How we provide Estate Planning advice

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This meeting is where we invite you to our offices, come out to your home or arrange a video call. This discovery meeting is to understand all of the relevant facts about you, your family, your goals and all of your financial assets. 

We analyse your information and get to work. We start the planning process based on your personal circumstances and at this stage we start to prepare the documentation. 

Once we are in a position to present your legal documents, we go one step further. We have these documents checked and audited to ensure their quality and your peace of mind, before we deliver them to you. 

Now we are ready to go through the documentation and formalise your Will's and any other legal documents required. As long as you are satisfied we can now proceed. 

At Heirloom Estate Planning, our mission is to provide you with peace of mind through effective estate planning. We strive to ensure that your wishes are respected and your loved ones are cared for.

We are committed to serving our community at Heirloom Estate Planning. Our focus is on providing quality estate planning services that meet the needs of our clients, fostering a sense of trust and reliability.

Ethics are at the core of our practice at Heirloom Estate Planning. We uphold the highest standards of integrity and transparency in all of our planning services.