Your wishes, honoured. Your family, protected.
Heritage Solutions helps you plan your estate with clarity, and guides your family through every step of administering it when the time comes.
Your estate plan, in order
- Last will and testament drafted
- Executor and guardians named
- Assets and beneficiaries recorded
- Trust arrangements in place
- Documents stored safely
Planning today. Support when it matters most.
Whether you are putting your affairs in order or settling a loved one’s estate, we handle the detail so you can focus on your family.
Wills and testaments
A clear, legally sound will that says exactly who receives what, and who looks after your children.
Trusts
Family, testamentary and special-needs trusts that protect assets and provide for beneficiaries over time.
Will execution
We act as executor or support the one you appoint, from reporting the death to final distribution.
Estate administration
Valuing assets, settling debts and taxes, and keeping every beneficiary informed.
Power of attorney and living wills
Name someone you trust to decide for you if you are unable to, and record your care wishes.
Reviews and updates
Marriage, a new child or a business sale all change your plan. We keep it current.
How we work with you
A straightforward process with one point of contact from start to finish.
Talk it through
A relaxed conversation about your family, your assets and what you want to happen.
Receive your plan
We draft your documents and explain each clause in everyday language.
Sign and safeguard
We arrange proper signing and witnessing, then store your originals securely.
Carry it out
When the time comes, our team administers the estate according to your wishes.
An estate is more than assets. It is what you leave behind.
- One team, start to finish. The people who plan with you are the people who stand with your family later.
- Fewer disputes. Clear documents and open communication help keep families together.
- Time-saving. We manage the paperwork, deadlines and official correspondence for you.
“Losing my father was hard enough. Heritage Solutions handled everything quietly and kept us informed at every step.”Client testimonial (sample)
Common questions
Do I need a will if I don’t own much?
Yes. A will lets you decide who receives your belongings and who cares for your dependants. Without one, the law decides for you, which may not match your wishes.
What does an executor do?
The executor locates the will, gathers and values assets, pays debts and taxes, and distributes what remains to the beneficiaries. It is a demanding role, and we can carry it out on your behalf.
How long does estate administration take?
Simple estates can be settled within months. Estates with property, trusts or disputes take longer. We give you a realistic timeline at the start.
How often should I update my will?
Review it after major life events such as marriage, divorce, a birth, or a significant change in assets, and at least every few years.
What will it cost?
We quote a fixed fee after your free consultation, so there are no surprises.
Start with a free conversation
Tell us a little about your situation. We will reply within one business day to arrange a time that suits you.