THE ESTATE PLANNING PROCESS WITH HERITAGE LAW IN GREENVILLE, SC

We begin with a conversation about your goals, questions and concerns. We also review any documents or background information you share in advance. This meeting gives you the time and space to understand your planning options and choose what feels right.

If you decide to move forward, we outline the scope of work and agree on a written fee arrangement. Our pricing is typically flat-fee and all-inclusive.

Next, we begin designing your estate plan. Some clients prefer to start this process during their consultation, while others take time to think it over. Either approach is welcome. We move at your pace.

We draft your legal documents based on the plan we’ve designed together. Every element is customized to support your needs and goals.

Once you have the chance to look at your documents, we walk through any questions you may have. Once everything is clear, we’ll finalize and sign your estate plan.

For plans that include trusts or specific asset coordination, we help to ensure titles, beneficiary forms and transfers are completed accurately. This step helps align your assets with your plan.

Once your documents have been scanned, bound and organized, we’ll meet one final time for delivery. We also use this meeting to review your next steps and make sure you feel confident with any future plans.