Wills Planner
Estate Planning Guide
E-Newsletter
Heritage Society
Create Your Plan
What plan is best for you? Explore a variety of planned gift options to meet your needs and your goals. View your own personal Illustration to see the benefits of a plan for you.
Planned Gifts Calculator
View a presentation that shows the benefits of a planned gift. Discover new ways to meet your goals through Charitable Giving.View presentation
Plan Your Will
The Online Wills Planner is designed to help you gather the information your attorney will need to plan for your future. Plan now
Learn About Wills
There are a variety of ways to plan for your family and loved ones with a will or living trust. View the presentations to learn more about wills and estate planning.View videos
Personal Planner
A very popular option for a parent with children is called the "Give It Twice" trust. This is a trust funded when the surviving parent passes away. Part of the estate is transferred outright to...More
