Estate Planning Interview!
Submit Your Details To Schedule a Conference Call With Our Estate Planning Attorney!
Fill In Your Details Below…
YES! I want to discuss my need for an estate plan with a qualified estate planning attorney. I want to see if I qualify for a trust-based estate plan.
Who referred you?
Are you married?
Do you have children under the age of 18 years?
Do you own a home? (including those with a loan)
What is the approximate market value of your home?
How many other real properties do you own?(including those with a loan)
Do you own a business?
What is the form of your business entity?
What is the approximate total value of ALL assets you currently own?
Do you have a retirement account?
Do you have a life insurance policy?
Submit your answers to these questions to receive:
1) A complimentary 30-minute consultation with a Heritage Estate Plan attorney.
2) Information about the Heritage life-time membership:
a) Comprehensive set of estate planning documents
b) FREE notarization
c) FREE document amendments
d) FREE recording of one deed for your home
e) FREE estate plan legal advice
f) FREE legal advice for your loved ones.
3) 30% discount on your estate plan and life-time membership (normally $3,500 - today $2,500).
Signed: (Please print your full name)
Heritage Estate Plans, Inc. © 2025. All Rights Reserved. | 1175 Shaw Avenue, Suite 104, PMB 354, Clovis, CA 93612