The Heritance Lawyers

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.

09/04/2026

🐾 A Day in the Life of Niner, Director of Employee Satisfaction

Being Niner isn't easy. Between team morale, office wellness, and making sure everyone gets their daily dose of smiles, he's got a pretty full schedule. 💼

Sure, it may look like he's sleeping... but don't be fooled. 😴 He's actually deep in strategic planning, brainstorming ways to improve employee satisfaction and strengthen team culture.

From checking on team members to reminding us to take breaks and enjoy the little things, he's always looking out for the well-being of The Heritance Lawyers team. 🐶💙

We're grateful for his leadership, dedication, and unwavering commitment to workplace happiness.

We love you, Niner! 🐾

Not the most fun topic to think about... but one of the most important.One day, someone you love will pass away. And whe...
09/02/2026

Not the most fun topic to think about... but one of the most important.

One day, someone you love will pass away. And when that time comes, having a plan in place can make all the difference for the people left behind.

Estate planning isn't about expecting the worst. It's about making sure your loved ones know your wishes, can avoid unnecessary stress, and have a clear path forward during a difficult time.

The best gift you can leave your family isn't just your assets, it's a plan. 🏡✨

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

And don't forget to follow @ estateplanningmom for simple tips to help you protect your family, your assets, and your legacy. 💙

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

📅 September is packed with opportunities to learn, connect, and make sure your estate plan is on the right track.🏡 Estat...
08/30/2026

📅 September is packed with opportunities to learn, connect, and make sure your estate plan is on the right track.

🏡 Estate Planning Workshops - Ventura
📍 1363 Donlon St., Suite 8, Ventura
Learn how to protect your family and avoid probate while enjoying a complimentary meal, a FREE Estate Planning Guide, and exclusive attendee-only discounts.

🏡 Estate Planning Workshops - Westlake Village
📍 2829 Townsgate Rd. STE 100, Westlake Village
Get the same valuable estate planning education, complimentary meal, FREE guide, and special attendee pricing.

🤝 Speed Networking
📍 4572 Telephone Rd., Suite 911, Ventura
Meet local professionals, entrepreneurs, and business owners while enjoying appetizers and making meaningful connections.

📖 FREE Trust Review Workshop
Already have a trust? Bring it with you. We'll help you identify potential issues and make sure your plan still aligns with your goals, a service many attorneys charge thousands for.

💙 Client Funding Workshop (Clients Only)
An exclusive benefit for our clients, designed to help ensure your trust is properly funded and working as intended.

👇 Comment "PLAN" and we'll send you the registration information for the event you'd like to attend!

08/28/2026

🤝 Looking to meet more local professionals, grow your network, and make meaningful connections in a fun, relaxed environment?

Join us for Speed Networking at The Heritance Lawyers!

No awkward small talk. No standing around wondering who to meet next. We'll keep the conversations moving so you can connect with fellow business owners, entrepreneurs, professionals, and community members throughout the evening.

✨ Meet new people
✨ Exchange ideas and opportunities
✨ Grow your local network
✨ Enjoy appetizers while you mingle

📅 September 11th
🕔 5:00 PM
📍 The Heritance Lawyers
4572 Telephone Rd., Suite 911
Ventura, CA

👇 Comment "NETWORKING" and we'll send you the registration link!

Or register here: 🔗 https://theheritancelawyers.com/speed-networking

Tag someone you'd like to bring! 🤝

💗 Dolly Parton's incredible talent was matched only by her generosity.For decades, she dedicated her life to helping oth...
08/27/2026

💗 Dolly Parton's incredible talent was matched only by her generosity.

For decades, she dedicated her life to helping others through literacy programs, charitable giving, medical research, and countless acts of kindness that touched people around the world.

While many will remember her for her music, Dolly's legacy extends far beyond the stage.

She also reportedly took the time to create an estate plan years ago, helping ensure her wishes were clearly documented and her legacy could continue according to her intentions. That's especially important at a time when so many people are wondering what will happen to her estate and the causes she cared about most.

💙 A great reminder that estate planning isn't just for people with children. Whether you want to provide for loved ones, support a charity, or protect your privacy, having a plan matters.

📩 Comment "READY" and one of our estate planning experts will reach out to help guide you through the process.

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

✨ Inheriting property can feel like a final gift from a loved one, but it can also come with a few unexpected tax questi...
08/25/2026

✨ Inheriting property can feel like a final gift from a loved one, but it can also come with a few unexpected tax questions along the way.

Many people assume they'll immediately owe taxes on inherited property, but that's not always the case. In California, there is no state inheritance tax. However, if you decide to sell an inherited home later, capital gains taxes may apply.

🏡 For example, if you inherit your parents' home and eventually sell it, you may benefit from a "step-up in basis," which can help reduce the amount of capital gains tax owed.

The good news? Proper estate planning can help families minimize unnecessary taxes, avoid costly mistakes, and preserve more of their legacy for future generations. 💙

A little planning today can make a big difference tomorrow.

✅ Want to make sure your loved ones can easily locate your financial accounts and assets when it matters most?

Comment "CHECKLIST" below and we'll send you our FREE resource: Organize Your Financial Accounts & Assets. 📋✨

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

08/24/2026

A lot of people avoid estate planning because they think, “I’m not old enough,” “I have plenty of time,” or even, “If I make an estate plan, I’m admitting I’m going to die.”

But estate planning isn’t about expecting the worst. It’s about making sure the people you love know what you want and are protected if life takes an unexpected turn.

You don’t make an estate plan because you think you’re dying tomorrow.
You make one because you’re planning to be here for your family for a long time. ❤️

And yes… maybe wait until after the conversation to ask Mom if you’re still in the inheritance. 😂

✨ Licensed to practice law in California. Please speak with an attorney in your state for legal advice.

I’m incredibly honored to share some exciting news! 🎉⚖️I’ve been selected by my peers for inclusion in the seventh editi...
08/22/2026

I’m incredibly honored to share some exciting news! 🎉⚖️

I’ve been selected by my peers for inclusion in the seventh edition of Best Lawyers: Ones to Watch® in America for my work in Trusts & Estates.

This recognition is given to attorneys earlier in their careers who demonstrate outstanding professional excellence in private practice, and I’m truly grateful to be recognized alongside so many talented attorneys.

Thank you to my amazing team, my clients, my peers, and everyone who has supported me along the way.✨

✨ Licensed to practice law in California. Please speak with an attorney in your state for legal advice.

Okay, but where has summer gone?! 😭☀️Before we officially say goodbye to summer, here's a little peek at what our team h...
08/21/2026

Okay, but where has summer gone?! 😭☀️

Before we officially say goodbye to summer, here's a little peek at what our team has been up to!

From cruises 🚢 and Hawaii 🌺 to Universal 🎢, zoo trips 🦁, family time, traveling, and even a few transformations 👀...

Safe to say, everyone made some memories!

Now I want to know about YOU. 👇
What was the highlight of your summer?

08/20/2026

I’ve noticed a lot of California parents are still confused about what a Will actually does. 👀

And when you have kids, this is especially important.

A Will can help you clearly state who you want to raise your children if something happens to you. But it can also be important to communicate your wishes about who you do not want in a parenting role or making decisions around your children.

Because guardianship isn't just about choosing the right person. It's about making your wishes as clear as possible before your family ever has to face that situation.

💬 Comment “GUARDIAN” and we’ll send you our free guide on common mistakes parents make when naming guardians.

✨ 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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