Estate Planning Law

Leave a lasting legacy for your heirs
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Estate Planning Law Attorney In Colorado & California

What Our Law Firm Offers

At The Heritage Law Group, our team of attorneys provides guidance to individuals, business owners, and families on the most effective strategies for securing their future. Our services include offering advice on wills, trusts, gifts, and other probate-related tools to help clients make informed decisions about their estate plans. We offer a variety of options to suit different needs and goals, from basic estate planning packages to more advanced trust instruments designed for managing complex tax liabilities or facilitating business succession.


Our standard estate plan is designed to address the requirements of the majority of families. It encompasses a pour-over will, a revocable living trust that allows you to transfer assets to your beneficiaries upon death, as well as financial and medical powers of attorney which safeguard your interests in case of an unforeseen event causing incapacity.

Contact The Heritage Law Group to schedule a consultation with a lawyer today. 408-925-0146

Wills, Trusts, and Other Estate Planning Instruments

Estate planning often must involve more than a simple will. You might want to consider adding health care directives and powers of attorney, financial powers of attorney documents, and trusts to your estate planning portfolio. If you only have a will, for instance, your estate will likely need to go through probate court. It’s expensive, lengthy, and a hassle, especially if some of your heirs live out of town. A well-drafted trust can help you transfer your assets to your heirs outside of the probate process, saving your heirs time and money at a time when they need to concentrate on the grieving process. Similarly, a health care directive can provide your healthcare power of attorney with your exact wishes should you not be able to communicate them yourself. Having that instrument in place gives your family peace of mind, knowing that they are carrying out your wishes.

Complex Estate Planning Disputes

Our team of experienced lawyers at Heritage Law Group is well-equipped to handle even the most complex probate, will and trust disputes. We understand the intricacies involved in advanced techniques such as family limited partnerships (FLP), spousal access trusts (SLAT), and qualified personal residence trusts (QPRT). In addition, we can advise you on how a life insurance trust can effectively protect your assets from probate or fulfill estate tax obligations. Our expertise also extends to preparing special needs trusts for the care of vulnerable family members and dynasty trusts to take advantage of generation skipping transfer (GST) techniques and maximize exemptions from GST taxes. No matter what unique circumstances your family may face, you can rely on the dependable solutions provided by Heritage Law Group for all your probate, will and trust disputes.

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Our Estate Planning Law Case Types

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