(724) 841-0004

info@heritageelderlaw.com

318 S. Main Street, Butler, PA 16001
Heritage Square Professional Building, Suite 250, 7031 Crider Road, Mars, PA 16046
2400 Ansys Drive, Suite 102, Canonsburg, PA 15317

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Estate Planning Resources for Financial Professionals


The Estate Planning Team at Heritage Elder Law & Estate Planning, LLC • Butler, Pennsylvania

At Heritage Elder Law & Estate Planning, LLC, we work closely with other professional advisors, including Certified Financial Planner™ Practitioners, investment advisors, financial consultants, insurance professionals, Certified Public Accountants, and tax advisors as part of the estate planning team. We believe the team approach provides our mutual clients with the most comprehensive, realistic and effective estate plan.

Our Approach

Our approach is to provide our clients with a short Personal Information Form and welcome kit. We ask our clients to fill out this form and send it to us prior to the first consultation. This not only facilitates a more productive first meeting, but helps our clients focus on the issues and decisions they must make in order to develop the most effective plan to meet their goals.

At the initial consultation we provide the client with our general recommendations and a fee quote for the services we will be providing. They will be provided with a retainer agreement which they may sign at the meeting, or take with them for review and signature.

During the implementation phase, there is ongoing communication with the client, which may involve obtaining additional documentation, clarifying goals and information, and discussing options and tradeoffs. We use all appropriate avenues of communication: phone, email, and in-person meetings. We firmly believe that ongoing communication is an essential element of developing an effective plan, and building a life-long relationship with our clients.

We also believe that no client should sign any document without a comprehensive understanding of its content and the ramifications thereof. To that end, we dedicate a significant amount of time to the signing of documents. It allows us to explain each section of the plan, and answer any questions that have come up in the process.

Once documents are signed, we work directly with our clients, or with you, or both, to ensure funding. We also keep our clients informed on a regular basis through our seminar programs and our annual client appreciation reception. Through these regular touch points we keep clients informed about changes in the law that might affect them, and remind them to monitor their plans with regard to major life events.

Your Approach

Every professional organization has different processes, and different methods for interacting with clients. We are happy to work within your processes, or blend our respective methodologies. Our primary goal is to serve the needs of clients and we welcome the opportunity to serve them within the team environment.

Resources


Joint Marketing

  • Client Education
    Please visit our Newsletter Archive for an online library of articles on issues related to estate planning. We have posted a number of articles suitable for use as hand-outs to your clients.
  • Joint Marketing
    We are happy to work with you to speak to your clients or prospects on estate planning issues, including basic estate planning, charitable giving strategies, generation-skipping and other advanced topics, business succession, or asset protection. Please call the office if you would like to plan a workshop or a "Client Appreciation Event."
  • Monthly Estate Planning E-Newsletter
    Each month we produce an electronic newsletter, on estate planning issues, for professional advisors like yourself. You may subscribe online and we will add you to our monthly e-mail list.

Heritage Elder Law & Estate Planning, LLC. (located in Butler, Pennsylvania) is a full service Pennsylvania Estate Planning Law Firm. Heritage Law focuses on fundamental estate planning, Elder Law, Veterans benefits, wills & trust planning, powers of attorney, Medicaid application & qualification, long-term care planning, probate & estate administration, Medicaid crisis planning, special needs & disability planning, Aid & Attendance qualification, charitable planning, estate tax planning, business and corporate planning, business succession and sales, and asset protection. Heritage Law serves families and individuals in Butler, Cranberry and Grove City, Pennsylvania, and the surrounding towns & counties, including; Kittanning, Slippery Rock, Clarion, Indiana, and New Castle, PA.


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  • Thursday, April 6th, 2017

    6:00 PM

    Mars Workshop

    Heritage Mars Office

    Heritage Creek Professional Building

    Suite 250, 7031 Crider Road

    Mars, PA 16046

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  • Tuesday, April 11th, 2017

    6:00 PM

    Public Workshop at

    Communities at Indian Haven

    1675 Saltsburg Avenue

    Indiana, PA 15701

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  • Wednesday, April 12th, 2017

    6:00 PM

    Butler Workshop

    Heritage Butler Office

    318 South Main St.

    Butler, PA 16001

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  • Thursday, April 13th, 2017

    6:00 PM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Tuesday, April 18th, 2017

    5:30 PM

    Public Workshop at

    Consulate Health Care of Cheswick

    3876 Saxonburg Blvd.

    Cheswick, PA 15024

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  • Wednesday, April 19th, 2017

    6:00-7:30PM

    Preparing Your Estate Plan

    Highland Oaks at Water Run Landing

    300 Water Run Rd.

    Clarion, PA 16214

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  • Thursday, April 20th, 2017

    6:00 PM

    Meadville Workshop

    Chovy's Italian Casual

    18228 Conneaut Lake Road

    Meadville, PA 16335

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  • Thursday, April 20th, 2017

    2:00 PM

    Mars Workshop

    Heritage Mars Office

    Heritage Creek Professional Building

    Suite 250, 7031 Crider Road

    Mars, PA 16046

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  • Saturday, April 22nd, 2017

    10:00 AM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

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  • Saturday, April 22nd, 2017

    2:00 PM

    Franklin Workshop

    Dawndi's Restaurant

    Lucky Hills Golf Club

    136 Warren Rd, Franklin, PA 16323

    SIGN UP
  • Wednesday, April 26th, 2017

    2:00 PM

    Butler Workshop

    Heritage Butler Office

    318 South Main St.

    Butler, PA 16001

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