Heritage Elder Law and Estate Planning offers appointments in-person at one of our six offices, virtually or over-the-phone for the convenience of our clients.

Please mail all information to our Butler address.

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Pennylvania Estate Planning Forms

Important forms you may need

At Heritage Elder Law & Estate Planning, we want you to have everything you need to succeed in your estate planning and elder law goals. We provide forms for you and your family to review and complete for different services of our practice and prepare for your consultations. Please click on the links below to download the form or forms that apply to you. If you have any questions about these forms, please don’t hesitate to reach out so we can help you. Thank you!


Estate Administration Checklist

Preplanning Personal Information Intake

Estate Information Intake Form

Detailed Medicaid Planning Worksheet


Estate Planning & Probate

Whether you’re looking to secure your family’s future, protect a loved one’s assets or provide a loved one with the financial assistance he or she needs to afford long-term care, we are committed to serving your needs. We consistently offer creative and effective solutions to your most complex and sensitive estate planning needs and help your wishes come to fruition through our probate service.

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Elder Law, Medicaid Planning & Asset Protection

Everybody’s life is full of both expected and unexpected challenges. With our experience with elder law issues, we can help you enjoy the later years and retain full control over decisions that directly impact you. The attorneys at Heritage Elder Law & Estate Planning view every challenge as an opportunity. We can help you or your loved one today.

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