Choose a date and time that works for you. We'll take the time to learn about your goals, answer your questions, and help you understand your options. By the end of our conversation, you'll have a clear understanding of the best next steps for you and your family, whether that's working with Heirloom or simply having the information you need to move forward.
30 minutes
This is a time for us to get to know each other and understand your goals. We'll talk through your family situation, what you own, and what you want to accomplish. You'll leave with a clear picture of what documents you need and what the process looks like.
30 minutes
Focused on long-term care planning, Medicaid eligibility, and protecting assets for a loved one who may need nursing home or in-home care. We'll discuss your situation, your state's rules, and what options are available to you right now.
30 minutes
Already have a will, trust, or estate plan? Life changes such as marriages, divorces, new children, moves across state lines, or changes in assets can all affect whether your plan still works. We'll review what you have and identify any gaps or updates needed.
30 minutes
Not sure what you need? That's completely normal. Book this session and we'll figure it out together. There's no agenda, no pressure, and no obligation - just an honest conversation about where you are and what might make sense.
Choose a date and time that works for you • 30 minutes • Free
