karen Schultz-Tarnopol

Heirloom Consulting is a one-stop approach to estate administration. We provide one point of contact for the fiduciary and their estate planning team (attorneys, CPAs, insurance agents and wealth management professionals). We simplify the process, providing everything a fiduciary will need to succeed with our exclusive Legacy Planning, Trustee/Fiduciary Consulting, IntegrEstate. We do everything the fiduciary in unable or unwilling to do, from maintaining, managing and selling the real estate, to estate sales, auctions, and collectible appraisals, to accountings, assistance with estate tax preparation, and everything in between. And for those client’s without a trustee, it is our honor to act as their Independent Trustee, treating their estate as if it were our own.