Peace of Mind Plan™

Ongoing Estate Plan Maintenance & Support

Estate planning is not a one-time event.

Life changes, families evolve, and laws are updated—your estate plan should keep pace.

The Peace of Mind Plan™ is an optional paid membership. It is separate from your initial estate plan and is not automatically included. It gives members ongoing access to their estate planning attorney and regular check-ins to help keep their documents current.

What’s Included:

  • One complimentary annual estate plan review meeting with Heather
  • 50% off all trust amendments and restatements
  • Free deed transfers related to the estate plan (excluding recording fees)
  • Unlimited messaging and questions related to the estate plan
  • A complimentary trust administration orientation meeting for successor trustees
  • Discounted trust administration services
  • Free Powers of Attorney and Healthcare Directives for children turning 18 or young adults living at home

Why Some Clients Choose It

An estate plan works best when it stays current as your family, finances, and the law change. Membership is one way to keep it up to date. It is optional, and you can decide whether it fits your family.

Your Estate Planning Attorney

Membership gives you ongoing access to Heather, annual reviews, and member rates for future updates, so your plan can keep pace with your family, your finances, and the law.

About Us

Heather Lynn Law offers compassionate, personalized estate planning solutions built for your specific needs.

Services

Full‑service estate planning including trusts, wills, powers, directives, prenuptials, notary, and more.

FAQ

Answers for you on trusts versus wills, probate fees, the estate planning process, and so much more.

CONTACT US TODAY FOR YOUR CONSULTATION

Please note, in person meetings are held in Fontana, California. Address will be provided once counsel has been retained

**Do not fill this form out if you’re a solicitor**