WealthCounsel, LLC, is the nation's premier community of estate planning attorneys. Its membership includes over 1,000 law firms across the country.
WealthCounsel provides its members a collegial platform for the collaborative exchange of expertise. According to Lew Dymond, a WealthCounsel principal and former CEO, "Membership in WealthCounsel represents a commitment to a client-centric approach to estate planning founded on principles of competence, collaboration, and a meaningful sense of professional community."
As members, our firm has access to the knowledge, expertise and assistance of estate planning attorneys from virtually every specialty and jurisdiction. That reach is especially important now, when so many people have far flung families and complex estates.
Heritage Legal, PC, assists clients with Wills, Trusts, Advance Health Care Directives, Powers of Attorney, Trust Administration, Probate, Domestic Partnership and Marital Agreements, Divorce, Dissolutions, Child Custody and Visitation, and Consumer Bankruptcy Matters in Palm Springs, Riverside County, San Diego County, California, and the surrounding area.