Let's Start a Conversation
Every meaningful legacy begins with a decision to think about it intentionally – and often, that starts with a conversation.
Whether you’re exploring legacy planning for yourself or wondering how Hereditas could help your clients, we’d be glad to talk.
Book a Discovery Call
Meet with a Hereditas practitioner to:
- Discuss your personal situation and goals
- Explore how the Hereditas Process could help
- Understand partnership or training opportunities (for professionals)
- Identify your best next step
Not Ready to Talk Yet?
Self-assess with our Legacy Planning Questionnaire – it takes less than 10 minutes and a feedback report will be sent straight to your inbox, giving personalised insights on where you stand and your best next step.
Let's Keep in Touch
Join our community to stay updated on new tools, workshops and events.