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Heritage Legal Alliance

Planning with Heart.

Protecting with Purpose.

Estate Planning • Trusts • Wills • Probate • Estate Administration
Powers of Attorney • Business Formation

We’re a boutique estate planning law firm that works collaboratively with clients, their families, and their trusted professionals to create wills, trusts, and powers of attorneys tailored to their unique needs. From protecting assets to ensuring wishes are honored, we’re here to simplify the legal process and provide peace of mind – now and for the future.

At Heritage Legal Alliance,

We help you plan with clarity and confidence.

ESTATE PLANNING

TRUSTS

WILLS

PROBATE

ESTATE ADMINISTRATION

POWERS OF ATTORNEY

BUSINESS FORMATION

About Our Team

David Money enjoys working with clients to hear their estate planning goals and priorities and to provide helpful information regarding various options for them to consider. Through his almost 30 years in assisting clients, David has developed many long-standing relationships with his clients and their families. When he’s not in the office, you’ll often find David riding his horses, playing with his dogs or exploring new areas of Northern Idaho.

Michelle Newby is dedicated to providing compassionate guidance, helping families navigate complex legal issues with confidence and care. For over 10 years, she has helped hundreds of clients create a plan that accomplishes their goals. Outside of work, you’ll find Michelle with her husband and children, skiing at Schweitzer, surfing on Lake Pend Oreille, or hiking in the mountains.

Heritage Legal Alliance
Serving Clients In…

IDAHO
WASHINGTON
OREGON
CALIFORNIA
TEXAS