Whether your estate is worth a few thousand dollars or several million, Heeney & Associates can assist you in setting up an estate plan that will benefit both you and your family by saving on probate costs, reducing inheritence taxes and ensuring that your final wishes are carried out pursuant to your desires.

A properly executed estate plan can protect your assets from creditors so that the greatest amount possible is distributed to your intended beneficiaries. Heeney & Associates is experienced in creating wills, trusts, powers of attorney, and any other estate planning documents you may need.In addition, when someone dies their estate generally must be probated, a potentially lengthy process involving Court proceedings, gathering of the decedent’s assets, reporting those assets to the Court, paying the decedent’s final expenses and outstanding debts, filing an inheritence tax return, and making appropriate distributions to the beneficiaries of the estate. Heeney & Associates is no stranger to probate, and can assist clients in all of its aspects from start to finish.