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Palm Springs & San Diego Estate Planning, Bankruptcy & Family Law Firm

Palm Springs Estate Planning,
Bankruptcy & Family Law Firm.

Heritage Legal, PC serves the diverse population of the Coachella Valley, providing expert legal counsel and guidance to help protect assets, resolve marital and partner relationship issues, and bring relief from financial problems. We focus on delivering a new level of security for the future of all our clients.

Estate Administration

We represent clients in Probates and Trust Administrations. Our services include assisting in the administration of estates and supporting the work of Trustees and Executors, as well as protection of the interests of beneficiaries.

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Probates & Trust Administration
family

Estate Planning

We help clients plan for the future, including Trusts, Wills, Irrevocable Life Insurance Trusts, Limited Liability Corporations (LLC’s), Family Limited Partnerships (FLP’s), and charitable planned giving. We have extensive experience in working with non-traditional families and with the LGBTQ community.

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Fiduciary Services

We serve as Trustee or Executor for clients who choose not to name a relative, friend, or financial institution to handle their estates during incapacity or at death. We offer expert management and protection of estate assets during Trust Administration or Probate, and a direct route to successful closing of the estate.

Probates & Trust Administration
Probates & Trust Administration

Family Law

Our services include counsel and guidance on most family matters, including divorce, domestic partnerships, pre-marital and post-marital / domestic partnership agreements, and issues of special concern to LGBTQ families.

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Bankruptcy

We proudly represent debtors in Chapter 7 and Chapter 13 consumer bankruptcy proceedings, allowing our clients to be relieved of overwhelming debt and make a fresh start in their lives. We consider our law firm to be a “Stress Relief Agency.”

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Probates & Trust Administration
NACBA Desert Outlook Wealth Counsel Probates & Trust Administration

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777 Tahquitz Canyon Way, Suite 328
Palm Springs, CA 92262

Phone 760.325.2020 | Fax 760.325.2099

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777 Tahquitz Canyon Way, Suite 328, Palm Springs, CA 92262
| Phone: 760-325-2020 | 888-974-3748

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