Heritage Legal Alliance
Protecting with Purpose.
Planning with Heart.
Estate Planning • Trusts • Wills • Probate • Estate Administration
Powers of Attorney • Business Formation
We’re a dedicated estate planning firm that works one-on-one with individuals and families to create wills, trusts, and other estate planning documents tailored to your unique needs. From protecting your assets to ensuring your 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.
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.
