Heritage Legacy Planning provides reliable life insurance & estate planning solutions to safeguard your future financial security. Learn more today.




Our life insurance offers comprehensive coverage and financial security for you and your loved ones. With flexible plans and competitive rates, we make it easy to protect what matters most.

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At Heritage Legacy Planning, we offer a variety of life insurance policies to meet your specific needs
Term life insurance provides coverage for a set period of time, typically 10, 20, or 30 years.
Whole life insurance offers lifelong coverage, a guaranteed cash value, death benefit, and savings.
Universal life insurance offers flexible coverage, cash value, and adjustable premiums.
At Heritage Legacy Planning, we offer affordable life insurance plans & estate planning with an easy application process and excellent customer service.
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Applying for life insurance has never been easier with our simple and streamlined process.
Our dedicated customer service team is always ready to assist you with any questions or concerns.
"Heritage Legacy Planning has provided me with the peace of mind knowing that my family will be taken care of financially in the event of my passing."
"I've been a customer of Heritage for several years now and have always been impressed with their competitive rates and reliable coverage."
"Heritage Legacy Planning is the best life insurance provider I've come across. They truly care about their customers and go above and beyond to meet their needs."
"Aprille has exceeded my expectations in every way. I am extremely satisfied with their services."
Find answers to commonly asked questions about Estate Planning & Wills and Heritage Legacy Planning's offerings.
Estate planning is the Will and other legal documents needed to make sure that your loved ones are taken care of monetarily and otherwise while they are mourning you, their loved one.
Anyone who has dependents or financial obligations of $50,000 or more, as that is the Probate Threshold. We want your loved ones taken care of right away if they have just lost you - not waiting months or years for funds
This can vary - most cases you are only going to pay $95 per year for the services needed to have your entire estate planned and legally taken care of for your loved ones.
They are ahead of the rest in technology, capability, and price. They are backed by over 35 years of experience along with thousands of happy clients nationwide
To apply for Estate Planning or Will services make an appointment with us. It typically involves providing personal and financial information before making sure you are the right candidate for these services. Most of you are!
Protect your loved ones with affordable life insurance coverage.
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Conshohocken PA
610-585-1420
Aprille@heritagelegacyplanning,com
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