Heartland Legacy Planning

Heartland Legacy Planning A family-owned estate planning firm that is here to help you protect what you have for those you love


Reviewing your estate plan is especially important as life changes happen. I recently reviewed documents that were created over 20 years ago. As you can imagine, many things have changed in 20 years, including successor trustees dying.


Recently I had the pleasure of helping a 90 year old woman who had done her planning with her husband in 1997. Her husband had died and she had not thought about looking at her plan.
She decided she wanted to make a change and I was chosen to help her. Reviewing a plan periodically and when life changes happen is important. If I can help you with this I would be happy to do so.


821 E. 33rd Street
Edmond, OK

Opening Hours

Monday 8:30am - 4pm
Tuesday 8:30am - 4pm
Wednesday 8:30am - 4pm
Thursday 8:30am - 4pm
Friday 8:30am - 4pm




Be the first to know and let us send you an email when Heartland Legacy Planning posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Heartland Legacy Planning:


Other Wills & Estate Lawyers in Edmond

Show All