At Heritage Legal Alliance, we understand our clients often have trusted advisors already guiding their financial and personal decisions. That’s why we work in collaboration with our client’s team — including CPAs, financial planners, wealth managers, or other professionals. Together, we ensure every strategy we develop is not only legally sound but also aligned with the financial and personal goals those advisors have helped shape.

Through this cooperative process, we connect with our client’s existing professionals to anticipate challenges and uncover opportunities that might otherwise be overlooked. A financial advisor identifies strategies to grow assets, while a CPA ensures tax considerations are fully addressed. By weaving these perspectives together, we are able to design estate plans and other legal structures that reflect our client’s full picture — not just the legal side.

This collaborative approach provides peace of mind and builds confidence that every detail — from legal documents to financial planning — is carefully coordinated. Our goal is to ensure that clients and their families feel secure knowing their future has been thoughtfully planned with the strength of a united professional team.

“By integrating the insights of your trusted team with our legal expertise, we help you avoid pitfalls and create cohesive stategies that stand the test of time.” — HLA

Heritage Legal Alliance —
Collaborative Estate & Financial Planning

Collaborative Estate & Financial Planning

We understand that clients often have trusted advisors already in place. Our role is to collaborate with your CPA, financial advisor, insurance agent, and other professionals to ensure your legal plan is fully aligned with your overall financial and personal goals.

A Team Approach for Comprehensive Solutions

Our attorneys coordinate directly with your CPA, financial planner, and other trusted advisors. This ensures every estate plan is not only legally sound but also consistent with the broader financial strategies you and your team have in place. By working alongside your existing professionals, we anticipate challenges, avoid duplications, and strengthen opportunities — providing the legal framework that fits seamlessly into your larger financial picture.

Proactive Management of Life Changes

Estate planning isn’t a one-and-done task it’s an ongoing process that should evolve as your life does. Milestones like marriage, divorce, the birth of a child, or significant changes in assets can all impact your estate plan in important ways. That’s why it’s so valuable to work with advisors who stay connected and engaged over time. When life changes happen, our clients find peace of mind knowing that their team of trusted professionals — legal, financial, and otherwise are already in sync and ready to make the necessary updates across the board. It’s about more than documents; it’s about coordinated care for every aspect of your future.

How Collaboration Works

Professionals We Work With

When you choose Heritage Legal Alliance, you gain the benefit of a truly coordinated approach to planning your future. We coordinate with your professionals: CPA, financial advisor, insurance agent, wealth manager, and fiduciaries to ensure your legal strategy complements their guidance. This coordination prevents gaps and ensures your entire plan works harmoniously.

We help ensure that every decision works together to protect assets, reduce tax burdens, and strengthen estate strategies. Studies show that when advisors and attorneys work in tandem, clients experience more efficient outcomes and fewer oversights — an approach supported by experts like Michael Kitces and Kiplinger. This level of collaboration helps our clients feel confident knowing their entire advisory team is united in protecting what matters most to them and their families.