Heritage Plan Solutions | Heritage Plan Solutions

Bring clarity to your legacy

We organize all your vital documents, medical records, wills, estate documents, and financial information and give your family clarity on the details of your personal affairs for succession purposes.

Need help getting your affairs in order?

We will help organize the critical details of your life for you, and keep you one step ahead of what you need to do next. No sticky notes, dusty notepads, or out-of-date binders.

How we help your family

Managing financial affairs between generations and across several countries can be overwhelming. You may have bank accounts, insurance policies, investment accounts, and important documents scattered between complex systems and often in different languages.

Your family shouldn’t have to figure this out during a difficult time. Heritage Plan Solutions provides personalized guidance to organize everything now, so your loved ones have clarity and peace of mind when they need it most.

How it works

An Easy 3-Step Process

Organization

We gather and collate all your financial accounts, wills, medical information, insurance policies, and other important documents in a readily accessible, and clearly understandable personal directory.

Step 1

Audit & Guidance

We identify gaps in coverage, duplicate policies, forgotten accounts, and potential money-saving opportunities across all accounts.

Step 2

Sharing

We create a clear, organized document repository and digital guide to facilitate succession that your family can easily follow when they need it most.

Step 3

Why Choose Us

A dedicated and personal service

We are the only succession planning service in Israel that combines personal guidance with cross-border expertise. In addition:

Top-tier personal service

Work with a dedicated agent who speaks your language and understands both US and Israeli systems.

More than you expect

We don’t simply organize, we audit, optimize, and create a lasting legacy guide that protects your family's future while potentially saving you money today.

Saving you money and headaches

We identify the problems, gaps, and duplicate coverages that cost you money and may create issues at a later date.

Testimonial

Our Clients Reviews

I moved to Israel 15 years ago and honestly had no idea what financial accounts I still had in the States. The audit alone saved me enough to pay for their service three times over. Now I have a clear binder with everything organized, it's such a relief knowing they I don't have to hunt for anything when emergency strikes.

As we got older, we worried constantly about our kids having to deal with accounts in two countries after we're gone. The team at Heritage Plan Solutions was incredibly patient, walking us through every step. They organized 40 years of financial documents, found policies we didn't even remember having, and created a beautiful guide that our daughter in New York and our son in Tel Aviv both have copies now.

Aaron made order out of an awful mess. He connected us with professionals that helped with insurance coverage and rewriting of our wills. The whole process took about three weeks, and now everything is perfectly organized. I sleep better at night knowing my affairs are in order and my family won't face a nightmare trying to sort through my mess.

Your family will thank you for doing this, and I'll make sure the process is as easy as possible.

Lead advisor:
Aaron Rothenberg

As a U.S. expat living in Israel, Aaron understands firsthand how complicated it can be to organize a lifetime of financial, legal, and personal documents spread across multiple countries. That’s why he takes a patient and personable approach, guiding his clients step by step to create a complete and accurate legacy file without stress or confusion.

Aaron works at a comfortable pace, ensuring that every account is located, every policy is reviewed, and every potential savings or coverage gap is identified. Fluent in both Hebrew and English and equipped with an MBA and decades of experience in venture capital and operational strategy for startups, he brings both analytical rigor and meticulous attention to detail.

Most importantly, Aaron brings heart. His commitment to safeguarding your family’s future means you’re not just in capable hands; you’re in caring ones.

Take the first step in securing your legacy today

Fill out the form for a complimentary confidential consultation.

Or contact us directly at: aaron@heritageplan.solutions