We believe no family should lose time, money, privacy, or peace of mind to the probate process. At Heritage, we are committed to a movement where families are empowered to protect their loved ones before a crisis occurs.
“Probate Ends With Us” is more than a statement — it is our passion to help families create clear, legally sound estate plans that preserve their legacy, reduce unnecessary court involvement, and provide direction when it matters most.
We believe estate planning is an act of love, responsibility, and protection, and we are dedicated to making that protection accessible for every family we serve.


Rick never planned on becoming an estate planning attorney. Before law school, he worked as a business consultant. In his mind, attorneys were people you called when something went wrong — when you were being sued, facing a dispute, or dealing with a crisis. He believed most people could go through life without ever really needing one. But law school changed everything.
As Rick studied the law, he began to discover how quickly life could go sideways for ordinary families. A sudden death. A medical emergency. A missing document. A home titled the wrong way. Children left without direction. Families pulled into court battles they never expected. He realized the legal system was not designed to make life easier for grieving families.
Still, after graduating and passing the bar exam, Rick did not intend to practice law in the traditional sense. He wanted to use his legal education to help people prevent problems before they happened.
Then something unexpected happened. Friends began reaching out to him for help after losing their parents. They were overwhelmed. Not only were they grieving the loss of a loved one, but they were suddenly thrown into the confusion and pressure of probate court. Questions piled up faster than answers. Who gets authority? What happens to the home? Where are the documents? What bills need to be paid? What does the court require? And then came the part that shocked them most: Probate could take seven months… a year… sometimes even longer.
Rick watched families struggle through one of the hardest seasons of their lives while navigating a court process they never knew existed. He saw stress turn into frustration. Confusion turn into conflict. And grief become even heavier under the weight of legal uncertainty.
That experience changed him. Rick became passionate about educating families on the importance of estate planning — helping people put the right documents and protections in place before tragedy struck. But over time, he realized there was still a problem. The traditional estate planning model was incomplete. Like most attorneys, he would prepare the documents, explain them as best he could, and send families on their way. If clients needed legal advice later, they were charged again. If life changed and amendments were needed, they paid again. And when loved ones eventually passed away, families often had to pay attorneys once more just to understand what to do next.
Rick began asking himself a difficult question: “What will my own family go through someday?” Even though he tried to make estate plans understandable, the legal system required language and structures that were difficult for most families to fully grasp without legal training. There had to be a better way. What if estate planning wasn’t just about documents? What if families could receive ongoing support for life? What if clients could pay one flat fee and receive free amendments as life changed… free legal guidance while they were alive… and free direction for the loved ones left behind? What if estate planning became a complete protection system instead of a stack of papers sitting in a drawer? Those questions led to the creation of Heritage Estate Plans. And from that vision, the “Probate Ends With Us” movement was born.
Today, Heritage is revolutionizing the estate planning industry by transforming estate planning from a one-time transaction into a lifelong relationship centered around protection, education, guidance, and family legacy. Instead of simply drafting documents, Heritage provides families with an ongoing support system designed to help them navigate life’s changes while keeping loved ones out of probate court.
Now, Rick and Heritage Estate Plans are helping families across America protect their loved ones from unnecessary court involvement, confusion, delays, and stress through carefully designed estate plans built for real life — not just legal compliance. Because Rick believes estate planning is not about preparing for death. It is about protecting the people you love most when life changes forever. And he believes probate should end with this generation.




Our mission is to provide everyday families with personalized, affordable estate plans that protect their loved ones, secure their legacy, and give them peace of mind for the future.
FUN. We believe that fostering a culture of fun and positivity is essential to creating a vibrant and engaging workplace. We value the power of joy, laughter, and creativity in everything we do, as it not only enhances employee morale and well-being, but also sparks innovation and collaboration. Embracing fun as a fundamental value strengthens our team bonds, fuels our passion for excellence, and ultimately leads to a more enjoyable and fulfilling work environment for all.
INTEGRITY. Integrity is the cornerstone of our company culture, guiding every decision and action we take. We uphold the highest ethical standards, transparency, and honesty in all our interactions, both internally and externally. By prioritizing integrity, we build trust with our team members, customers, and partners, fostering long-lasting relationships built on reliability and credibility. It is our unwavering commitment to integrity that forms the foundation of our reputation and shapes the way we conduct business with honor and respect.
VALUE. We are driven by a relentless commitment to providing unparalleled value to our customers. Everything we do is centered around understanding and exceeding the needs and expectations of our clients. We strive to deliver innovative solutions, exceptional products, and top-notch services. By prioritizing value creation in every interaction, we aim to build lasting relationships based on trust, reliability, and mutual prosperity. Our dedication to providing value is not just a promise but a guiding principle that shapes our every decision and action towards customer satisfaction and success.
EXCELLENCE. Excellence is the heartbeat of our company, driving us to constantly raise the bar and exceed expectations. We are relentless in our pursuit of perfection, always striving to deliver superior quality in all that we do. By upholding the value of excellence, we inspire innovation, foster a culture of continuous improvement, and set new standards of achievement. We go above and beyond to ensure that every product, service, and interaction reflects our unwavering commitment to excellence. Through our dedication to excellence, we aim to consistently surpass customer expectations, build trust, and establish ourselves as a leader in our industry.

Richard Wheeler
Founder
Lead Attorney

Justin Wheeler
Vice President

Marilyn M. Wheeler
Operations Manager

Karis Delgado
Member Relations Coordinator

Carmel Matin
Member Relations Coordinator
(Spanish)

Jenica Delgado
Notary

Coming Soon
Intern
