Heirloom Consulting LLC

Heirloom Consulting providing professional Trustee Consulting, Legacy Planning and Independent Trustee services to individuals and families. Our goal is to help navigate the complexities that come along with the administration of trusts and estates, assuring our clients' wishes are fulfilled and their legacies are preserved for future generations. We strive to provide our clients with the highest level of care and personal service because we know every family is unique. Our team of experienced professionals are dedicated to providing the guidance and support needed to help our clients, their heirs and Trustees through what is often a very delicate time and a complex process.

Dedication. Expertise. Passion.