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At Heritage Law, we understand that legal matters can be daunting, especially when it comes to planning for the future or addressing the needs of loved ones. With over 20 years of experience serving clients in North Carolina, our team of dedicated attorneys is committed to providing practical legal and financial solutions with sensitivity and understanding.

Our Mission

Our mission is to empower individuals and families to protect their assets, plan for the future, and navigate difficult situations with clarity and confidence. We achieve this by:

  • Providing personalized attention: We take the time to understand your unique needs, goals, and anxieties.
  • Offering a broad range of services: Our expertise covers everything from estate planning and probate to elder law and Medicaid planning.
  • Collaborating with you every step of the way: We believe in open communication and shared decision-making throughout the entire process.

Estate Planning & Probate

We assist you in creating crucial legal documents such as wills, trusts, and powers of attorney, ensuring the smooth transfer of your assets after your death or incapacity. We also guide you through the probate process with sensitivity and efficiency.

Elder Law & Medicaid Planning

We help you navigate the complex landscape of elder law, including Medicaid eligibility planning, estate planning for incapacity, and securing access to important benefits and resources.

Special Needs Trusts

We establish special needs trusts to protect assets for individuals with disabilities while ensuring their eligibility for government benefits.

How We Can Help

Our experienced team can help you with:

  • Planning for the future: Creating a comprehensive estate plan that aligns with your values and goals.
  • Dealing with a crisis: Guiding you through the probate process or assisting with Medicaid planning and elder care needs.
  • Preserving your assets: Protecting your home, investments, and other assets from financial or legal threats.

Our Team

Our team of attorneys is comprised of experienced professionals with diverse backgrounds and expertise who are passionate about helping clients achieve peace of mind and navigate legal challenges with confidence.

Contact Us Today

Let us be your trusted partners in planning for your future and protecting those you love. Contact us today for a consultation and discover the personalized solutions available to you.

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