The Heritance Lawyers

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The Heritance Lawyers Ventura County Estate Planning attorney. Focusing on families with young children.

The Heritance Lawyers (formerly Hermance Law) help families—especially parents with young children—create estate plans that protect what matters most and build a lasting legacy across California.

Time to get spooky and plan for the afterlife... or at least your estate! Introducing... "The Estate Planner" - where ev...
10/18/2026

Time to get spooky and plan for the afterlife... or at least your estate! Introducing... "The Estate Planner" - where every trick-or-treater gets a Will and Trust instead of candy! 😂

📜👻 Who says Halloween can't be educational?

Don't be scared, I promise my Will won't haunt you... unless you forget to update it! 👻💰

10/17/2026

📖 What should a Trustee actually do during the first month after a loved one passes away?

✅ Step #1: Locate the documents.

It sounds simple, but you'd be surprised where we've seen estate planning documents turn up.

😅 We've heard of trusts being found: • Under the bed
• In a garage storage box
• Tucked inside a filing cabinet nobody checked
• Hidden in a safe that no one knew about
• Mixed in with old tax returns and family photos

Before you do anything else, find and review:

📂 The Trust
📜 Any amendments
🏡 Property records
💰 Bank and investment account statements
🛡️ Insurance policies
📋 Other important estate planning documents

One of the biggest mistakes a Trustee can make is taking action before understanding what the trust actually says.

💙 Remember: your first job isn't distributing assets. It's gathering information.

This is the first step in our Trustee Series, where we'll walk through what Trustees should do after a loved one passes away.

📩 Comment "TRUSTEE" to get our FREE Trustee Survival Guide and schedule a call with our team.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

💗 Wear Pink Day at The Heritance Lawyers! 💗Today we're wearing pink to help raise awareness for Breast Cancer Awareness ...
10/16/2026

💗 Wear Pink Day at The Heritance Lawyers! 💗

Today we're wearing pink to help raise awareness for Breast Cancer Awareness Month and to honor the strength, courage, and resilience of those affected by breast cancer.

From survivors and fighters to families, friends, and healthcare professionals, this is a reminder that even small acts of support can make a meaningful difference. 🎀

We're grateful to our team for participating and helping spread awareness. Sometimes all it takes is wearing pink, starting a conversation, or sharing a resource to show someone they're not alone.

💖 Together, we can help bring awareness, encourage early detection, and support those impacted by this disease.

💡 Everyone wants to talk about investments these days.Stocks. Crypto. Real estate. The next big thing. 📈But some of the ...
10/15/2026

💡 Everyone wants to talk about investments these days.

Stocks. Crypto. Real estate. The next big thing. 📈

But some of the best investments don't show up in your brokerage account.

Here are a few investments people often overlook:

✅ Your estate plan - Protects your family, your assets, and the legacy you're working so hard to build.

✅ Life insurance - Can provide financial security for the people you love when they need it most.

✅ Your health - One of the most valuable assets you'll ever have.

✅ Your education - Knowledge compounds just like money.

And if you're over 40, it may be time to stop putting these on the back burner. 💙

Many people spend years growing wealth but never take the steps to protect it.

The goal isn't just to build assets.

It's to make sure those assets can benefit the people you care about, according to your wishes.

📩 Comment "PLAN" and one of our estate planning experts will reach out to schedule your FREE consultation.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

A trust that isn’t funded is basically like having no trust at all. 😬You can have the most beautifully written trust, bu...
10/13/2026

A trust that isn’t funded is basically like having no trust at all. 😬

You can have the most beautifully written trust, but if your assets aren’t properly transferred into it, your loved ones could still end up in probate court — and that’s exactly what you were trying to avoid!

That’s why we created a step-by-step guide to help you make sure your trust is actually funded and your assets are protected. 🏡💰

✨ From your home to your bank accounts — every detail matters when it comes to keeping things smooth and stress-free for your family.

We are licensed to practice law in the state of California. Please speak with an attorney in your state

💬 Comment “READY” below to schedule a free phone consultation and make sure your trust is set up the right way!

🎤 We had a wonderful time connecting with local real estate professionals and sharing estate planning insights at a rece...
10/01/2026

🎤 We had a wonderful time connecting with local real estate professionals and sharing estate planning insights at a recent event hosted by the Asian Real Estate Association of America (AREAA) Ventura County.

A big thank you to AREAA Ventura County for the opportunity to speak about the important intersection of real estate and estate planning. 🏡💙

We always appreciate the opportunity to educate, collaborate, and connect with professionals who are dedicated to serving our community.

✨ Thank you to everyone who attended, asked thoughtful questions, and contributed to a great conversation. We look forward to seeing you again soon!

09/30/2026

📖 Think being a Trustee just means handing out the inheritance? Think again.

That's one of the biggest misconceptions we see.

Many people believe:

❌ "I'm just following instructions."
❌ "I can distribute the money right away."
❌ "Since I'm family, I can do things informally."
❌ "The beneficiaries have to trust me."

In reality, California Trustees have a fiduciary duty, which means they must act in the best interests of the beneficiaries and follow the terms of the trust.

A Trustee may be responsible for:

✅ Managing trust assets
✅ Keeping records and accounting
✅ Communicating with beneficiaries
✅ Paying debts and expenses
✅ Making distributions correctly and at the right time

We've seen Trustees unintentionally make costly mistakes simply because they didn't understand their responsibilities.

💙 Being a Trustee is an honor, but it's also a legal responsibility.

📩 Comment "TRUSTEE" to get our FREE Trustee Survival Guide and schedule a call with our team.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

📌 SAVE & SHARE this post!🎂 Turning 18 is a bigger milestone than most people realize.At 18, you're legally an adult. Tha...
09/29/2026

📌 SAVE & SHARE this post!

🎂 Turning 18 is a bigger milestone than most people realize.

At 18, you're legally an adult. That means your parents can no longer automatically make medical or financial decisions for you, even in an emergency.

Most young adults are thinking about college, careers, and independence, not legal documents. But putting a few basic protections in place early can make a huge difference for you and your family. 💙

Some important things to consider after turning 18:

✅ Healthcare decisions and medical privacy
✅ HIPAA Authorizations
✅ Powers of Attorney
✅ Beneficiary designations on financial accounts
✅ Building good financial habits from the start

The choices you make now can impact your future, your finances, and the people who care about you most.

The good news? You don't need to have a house, spouse, or millions of dollars to start planning. You just need a plan.

📩 Comment "GUIDE" and we'll send you our FREE Estate Planning Guide.

👉 Follow estateplanningmom for simple tips on protecting your future, your family, and everything you're working to build.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

09/28/2026

Think the person in charge of an estate can do whatever they want with the money? Think again.

It happens more often than you might think.

Sometimes a Trustee, Executor, or family member starts spending estate funds, "borrowing" money, or making distributions without following the instructions in the trust or estate plan. 😬

The problem? They have a fiduciary duty, which means they're legally required to act in the best interests of the beneficiaries, not themselves.

❌ Using estate funds for personal expenses
❌ Favoring one beneficiary over another
❌ Failing to keep records
❌ Distributing money before debts and expenses are handled

These mistakes can lead to family conflict, lawsuits, and personal liability for the person managing the estate.

💙 Being in charge of an estate isn't just about having access to the money. It's about following the law and honoring the wishes of the person who passed away.

📩 Comment "TRUSTEE" and we'll send you our FREE Trustee Guide.

✨🏝️ We are licensed to practice law in the state of California. Please speak with an attorney in your state. ✨🏝️

Let’s break it down for you 🏡✨What we actually help families with:✅ Estate Planning: creating a plan that protects your ...
09/26/2026

Let’s break it down for you 🏡✨

What we actually help families with:

✅ Estate Planning: creating a plan that protects your assets and makes sure your wishes are clear
✅ Guardian Nominations: naming the right people to care for your kids if something unexpected happens
✅ Trust Administration: helping families handle everything smoothly after a trust is in place

And when a loved one passes, we’re here for that too:

🔍 Property matters: guiding you through what happens with real estate and assets
⚖️ Probate: helping you navigate the court process with clarity and support

Basically, we’re here for the full picture (before, during, and after) so your family isn’t left figuring things out alone. 💛

✨ Licensed to practice law in California, please speak with an attorney in your state ✨

Address

1363 Donlon Street, Suite 8
Ventura, CA
93003

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 7pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 1pm

Telephone

+18055189633

Website

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