Heirloom Consulting is a family-owned business, providing professional Trustee Consulting and Independent Trustee services to individuals and families throughout the country. Our goal is to help navigate the complexities that come along with the administration of trusts and estates, assuring our clients’ wishes are fulfilled and their legacies are preserved for future generations. We strive to provide our clients with the highest level of care and personal service because we know every family is unique. Our team of experienced professionals are dedicated to providing the guidance and support needed to help our clients, their heirs and Trustees through what is often a very delicate time and a complex process.


Accepting New Clients


Accepts Trusts/Business in Other States


Services Offered

Trustee, Trustee - Successor, Trustee - Coach / Consultant, Estate Executor / Administrator, Real Estate Professional

Types of Trusts / Specialties

Businesses in Trusts, Real Estate in Trusts

Contact Karen


3631 Karen Parkway #302 Waterford, Michigan 48328

Send an email to Karen


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