The process with Heritage Plan Solutions led us to finally do what we had been thinking about for years, but never actually did, namely, to organize information relevant for our children's inheritance after we pass on. Now our children will be able to easily locate important documents (e.g. deed to our home, our will, burial plots, bank accounts, etc.), will have a list of the items in our home that we consider valuable, as well as everything they need to know about our finances and pensions -- all in one document. Aaron and Yossi are both knowledgeable professionals who patiently guided us through a systematic process which they developed that clarified and organized our estate holdings, pointed out information we were missing, and brought to our attention important matters that we needed to take care of now. We highly recommend Heritage Plan Solutions!

As we got older, we worried constantly about our kids having to deal with accounts in two countries after we're gone. The team at Heritage Plan Solutions was incredibly patient, walking us through every step. They organized 40 years of financial documents, found policies we didn't even remember having, and created a beautiful guide that our daughter in New York and our son in Tel Aviv both have copies now.

Aaron made order out of an awful mess. He connected us with professionals that helped with insurance coverage and rewriting of our wills. The whole process took about three weeks, and now everything is perfectly organized. I sleep better at night knowing my affairs are in order and my family won't face a nightmare trying to sort through my mess.