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The Heritage Law Group

Susan I. Jean & Associates, PC

Areas of Practice

Estate Planning

Estate Planning includes the preparation of documents such as a Will, a Trust, a Power of Attorney, or Advanced Medical Directives. It may also include planning for loved ones with disabilities or other special needs.

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Estate, Trust, & Conservatorship Administration

Estate Administration is the process you go through when you have been appointed as an Executor, Administrator, Conservator, Trustee, or Agent under Power of Attorney.

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Elder Law & Medicaid

Long Term Care planning helps you financially prepare for the cost of your care as you age. This may include strategies to preserve your assets or help applying for Medicaid.

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Guardianship & Conservatorship

A court-appointed Guardianship or Conservatorship may be necessary if your loved one lacks the mental capacity to execute Estate Planning Documents. It may also be necessary if your loved one is a threat to himself or others.

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Fiduciary Services

In some situations, The Heritage Law Group can serve as your Executor, Trustee, or Agent. This may be advisable if you do not have any family or friends available to serve in those capacities.

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We are dedicated to helping you with those concerns that are closest to your heart.