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Protect Your Family. Preserve Your Legacy.

Avoid Probate.

Discover how families are protecting their homes, loved ones, and future through a comprehensive estate planning solution provided in partnership with Heritage Estate Plans.

Most families spend years building what matters most — but many never create a plan to protect it. We help families take the first step toward creating a customized estate plan designed to provide confidence, clarity, and peace of mind.

Schedule Your Complimentary Estate Planning Strategy Call

You May Also Be Interested in These FREE eBooks Resources

Before You Create an Estate Plan, Get the Answers You Need

The best estate plans begin with the right questions. Our Estate Planning Guide helps you understand the key decisions you'll need to make before creating your plan, so you can protect your family, preserve your assets, and move forward with confidence.

Unlock the Secrets to Effective Estate Planning

Discover the proven strategies families use to protect their loved ones, avoid costly mistakes, and preserve their legacy. This insightful eBook reveals the secrets to creating an estate plan that works when your family needs it most—giving you the knowledge to make informed decisions with confidence.

The Biggest Mistake Families Make

Is Waiting Too Long

Estate planning is one of the most important things you can do for the people you love.

Yet millions of families never complete a plan because they believe:

"I don't have enough assets."

"I'm too young to worry about this."

"I'll get around to it later."

"Estate planning is too complicated."

Unfortunately, waiting can create unnecessary challenges for the people you care about most.

Without proper planning, families may experience:

  • Probate delays and expenses

  • Confusion about your wishes

  • Court involvement in important decisions

  • Unnecessary stress during difficult times

The best time to create a plan is before your family needs one.

A Simpler Way to Protect Your Family's Future

We have partnered with Heritage Estate Plans to help families access a complete estate planning solution backed by ongoing lifetime support.

Through this partnership, families receive:

  • Professional estate planning guidance

  • A customized trust-based estate plan

  • Lifetime membership benefits

  • Ongoing support as life changes

Our role is to educate families, simplify the process, and help connect you with the resources needed to protect your legacy.

WHY HERITAGE ESTATE PLANS

Your membership includes:

1. More Than Documents — A Lifetime Relationship

Many estate planning services provide documents and leave families wondering what happens next.

The Heritage Lifetime Membership is designed differently. It provides families with continued support beyond the initial plan.

2. A Complete Trust-Based Estate Plan

Including documents such as:

  • Revocable Living Trust

  • Pour-Over Will

  • Durable Power of Attorney

  • Advance Healthcare Directive

  • HIPAA Authorization

  • Certification of Trust

  • Assignment of Personal Property

  • Deed Recording Assistance

  • Additional planning documents when appropriate

Your Heritage Lifetime Membership Includes

Ongoing Benefits

  • Comprehensive Estate Plan Documents

  • Lifetime Complimentary Amendments.

  • Lifetime Complimentary Legal Advice

  • Complimentary Advice for Loved Ones

  • Notary Fees

  • Deed Preparation and Recording

  • Organized Estate Binder

TOTAL VALUE

VALUE = $ 6,000

VALUE = $ 2,000

VALUE = $ 2,000

VALUE = $ 2,000

VALUE = $ 40

VALUE = $ 250

VALUE = $ 60

= $12,550

RETAIL VALUE = $3,500

Special Lifetime Membership Opportunity — Available for a Limited Time

$2,500

YES. I'm ready to move foreward and invest in my estate plan and lifetime membership.

THE UNIQUE DIFFERENCE

Most Estate Plans Are a Transaction. Heritage Is a Relationship.

Traditional estate planning often looks like:

Create documents → Sign documents → Move on

The Heritage approach is:

Create your plan → Maintain your plan → Receive support throughout life's changes

Your estate plan is not a one-time event.

It is an ongoing part of protecting your family.

WHO THIS IS FOR

This Solution May Be Right For You If You:

  • Own a home

  • Have children or grandchildren

  • Want to avoid probate

  • Want your wishes honored

  • Want to protect your spouse or loved ones

  • Have a special needs family member

  • Own a business

  • Want peace of mind knowing your family is prepared

HOW IT WORKS

Creating Your Family Protection Plan Is Simple

  • Step 1: Schedule Your Strategy Call. We learn about your family, goals, and concerns.

  • Step 2: Review Your Options. We help determine what type of planning solution may be appropriate.

  • Step 3: Connect With Heritage Estate Plans. If Heritage is the right fit, we help you begin the estate planning process.

  • Step 4: Protect Your Legacy. Your completed plan provides clarity today and protection for tomorrow.

Helping Families Make Important Decisions

With Confidence

Rick Wheeler, JD, MBA

Founder and Lead Attorney

Heritage Estate Plans, Inc.

For more than 17 years, Rick Wheeler has helped individuals and families create estate plans designed to protect their loved ones, preserve their assets, and provide peace of mind for the future.

Rick earned his Juris Doctor degree from San Joaquin College of Law and his MBA from California State University, Fresno, graduating with distinction. Licensed to practice law in California and Washington, Rick brings extensive legal experience and a commitment to making estate planning simple, understandable, and accessible.

Rick believes every family deserves a plan they can trust—and guidance from someone who understands that an estate plan is about more than documents. It is about protecting the people who matter most.

Families Are Taking Action To Protect Their Future

“When my father passed away, he had no Will. His estate was sent to probate; and that was a nightmare. I decided to never let my children go through that. Richard helped me with my Will and Living Trust... He made the process easy. I highly recommend Richard!"

Jamie I.

“Setting up a trust for our family gives us peace of mind that in the event of a tragedy, our children will not be burdened with making difficult decisions . Rick is the person we trust with our estate planning. He is professional and knowledgeable. We are very happy with Richard Wheeler and his expertise”

JR & Deirdre C.

“Richard Wheeler has been a God send, dealing with the legal aspects of handling a loved one's estate after they have passed. I could not have done it without him.”

Cathy M.

Your Family's Future Is Too Important To Leave Unplanned

Creating an estate plan is not about preparing for the end.

It is about protecting the people you love today.

Take the first step by scheduling your complimentary estate planning strategy call.

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