Heritage Plan Solutions

Guidance

Legacy Planning Made Easy

Legacy Planning Services

A group of elderly people gather around a table in a park setting, surrounded by tall trees. They seem engaged in a social activity such as a game or discussion. The setting is serene with lush greenery and a pathway in the foreground.

Helping seniors organize vital records with personalized, English-speaking support for U.S. expats.

An elderly man is seated on a stone ledge, engaged in crafting with bamboo. He is surrounded by other people who are also working on similar tasks on a shaded patio. The area is framed by lush greenery and traditional architectural elements.

Our three-step method: organization, audit & guidance, ensures a comprehensive legacy plan.

Two elderly people sit in a neatly manicured garden with chairs, enjoying a sunny day. The garden is surrounded by quaint brick houses with red shutters and lush greenery. Potted plants and flowers add color, while the sunlight casts gentle shadows.

Experience peace of mind through our tailored sharing strategies for your important documents.

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Support

Two elderly individuals are moving along a paved path in an urban setting. One person is using a mobility scooter and the other is walking with a cane. They are both dressed in light-colored clothing and surrounded by buildings and trees.