Heritage Plan Solutions

Planning

Legacy Planning Solutions

An elderly person with a stroller stands on a path near a tranquil pond in a lush, green park. Tall palm trees and other vibrant greenery surround the area under a partly cloudy sky.

Vital Records Organizer

Heritage Plan Solutions helps seniors manage vital records, ensuring peace of mind through organized wills, medical records, and financial accounts tailored for U.S. expats needing personal support.

An elderly person holds a walking stick and a colorful pamphlet with their right hand. They are wearing a textured, patterned sweater over jeans. Part of a wall with a black-and-white photograph can be seen in the background.

Three-Step Method

Our unique three-step legacy planning method focuses on organization, audit & guidance, and sharing, providing a comprehensive approach to managing your essential documents effectively.

An elderly couple stands together, the woman seated in a wheelchair holding a blue folder with a gold logo. The man stands beside her, wearing a dark blue shirt with a patterned design. A decorative wall with a branching pattern and birds is in the background.

Personal Support

Experience dedicated, English-speaking support tailored for U.S. expats, ensuring that you receive personalized assistance in navigating your legacy planning needs with confidence.

Three elderly people sit on a wooden park bench overlooking a tranquil lake, framed by branches with green leaves and red berries. The sky is clear and blue, and a stroller is parked nearby on the grass beside a paved pathway. Trees line the horizon across the water, adding to the serene landscape.

Three-Step Method

Our audit and guidance services ensure that all your vital records are accurately reviewed and updated, providing clarity and confidence in your legacy planning process.

Legacy Planning

Empowering seniors to organize vital records with personalized support for U.S. expats.

A group of older adults are gathered outdoors under a blue canopy, engaged in a lively and cheerful conversation. There is lush green foliage in the background, contributing to the outdoor setting. The individuals appear relaxed and happy, wearing casual summer clothing.
A group of elderly people is gathered in a park, engaging in social interaction. Some are dancing while others watch and converse. The setting is shaded by trees, creating a peaceful and intimate atmosphere.
An elderly person and a younger individual are sitting on the grass in a park-like setting. Sunlight filters through the trees, creating a dappled effect on the ground. A red building is visible in the background. The scene conveys a relaxed and serene atmosphere.
Two older adults stand by a stone wall overlooking a scenic landscape with a river, surrounded by trees and bathed in the warm light of a setting or rising sun.
Three elderly people are seated on benches in an outdoor setting with dappled sunlight creating patterns of light and shadow. The individuals are dressed in casual attire, and they appear relaxed and engaged in their thoughts. The scene conveys a sense of leisurely time in a public space.
Three elderly individuals are seated on a wooden platform. One person sits next to an unoccupied wheelchair with a crutch resting against it, while another person appears engrossed in their phone. The setting is outdoors, with a tiled floor in the foreground and benches behind them.

Heritage Solutions

Helping seniors organize vital records with ease.

Legacy Planning

Three-Step Method

Organization, Audit & Guidance, Sharing.

Personal Support

Personal Support