Heritage Legal

Products And Services

• Estate Planning

  By working with a knowledgeable and thoughtful estate planning attorney, you can map out your retirement and the future of your family in ways that will protect your assets and your loved ones.

• Probate

  Palm Springs Probate Attorney In spite of all the evidence that points to the positive results of serious estate planning, research shows that more than half of all Americans die without engaging in the process. Working proactively with an adept estate planning attorney will not only protect your estate from unnecessary taxation and creditors, but will quite possibly shield your grieving family from a great deal of added stress at the time of your passing. If you are an heir, and/or an executor of a loved one’s estate, you are likely to be quickly schooled in why estate planning is important. If you reside in the vicinity of Palm Springs, coming to Heritage Legal for a free consultation is a simple painless step you can take now to protect your loved ones later or to seek assistance in negotiating the pathways of executorship. Chris Heritage, our lead attorney, is well-known for his effective work with probate and estate administration, as well as for his welcoming demeanor and personal concern. Heritage Legal is an inclusive practice; our entire team routinely works with members of the LGBTQ community and all types of family structures. Probate in California If the deceased’s assets are in their name only, probate will be required. Probate is the legal process through which the assets of the deceased are transferred to any and all beneficiaries.

• Special Needs Planning

  At Heritage Legal, we take your responsibility in this matter, and ours as we help you plan for the future of your special needs loved one, extremely seriously.

• Living Trusts

  One of the most important goals of estate planning is to ensure that your assets end up where you want them to end up after you pass away. Many Palm Springs estate planners are choosing to use living trusts as part of a comprehensive estate plan. If you have assets that you would like to pass to others without having to go through a stressful probate court process, creating a living trust could be an effective way to implement your estate planning goals.