FAQs

Find answers to commonly asked questions about Estate Planning & Wills and Heritage Legacy Planning's offerings.

What is Estate planning?

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.

Who needs a Will or Estate Planning?

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

How much will this cost?

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.

Why use Integrated Trust Systems?

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

How do I qualify For Estate Planning?

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!