Create a Lasting Legacy for The Ones You Cherish With Heritage Shield
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Protect Your Heritage
We believe that everyone deserves to leave a lasting legacy and be remembered well beyond their lifetime. Our mission is to support you in achieving this, and the Heritage Guard Membership provides the tools to make it happen.
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With Heritage Guard, you and your family receive comprehensive legacy planning, estate support, end-of-life guidance, support and assistance and survivor assistance. We are honored to offer a range of benefits aimed at protecting and preserving your legacy for the future.
Comprehensive
Legacy Planning
Our comprehensive legacy planning services help you capture essential information and share meaningful memories and values with your loved ones.
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Alleviate confusion and stress for your loved ones by consolidating your final wishes and funeral planning resources in one accessible location.
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Enabling members to document their:
* Personal details * End-of-life wishes
* Pet care & management * Historical reflections
* Treasured belongings * Family principles
* Financial account details * Online account details
Estate Support
Helps you find experienced estate and elder law attorneys in your area who can provide guidance throughout the Estate Planning process.
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Our comprehensive legacy planning services help you capture essential information and share meaningful memories and values with your loved ones.
Consulting with an Estate Planning Attorney can result in the creation of comprehensive Estate Planning documents, including...
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Last Will & Testament
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Power of Attorney
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Living Wills
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And additional key Estate Planning documents
End-of-Life Guidance
Support and Assistance
When the need arises, our compassionate Advisors are available to support and guide your family through the planning process.
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End-of-Life Guidance
Our Advisors will assist the family in organizing a dignified memorial service that honors their loved one's life. Heritage Shield Advisors can also provide guidance in making informed decisions on how to allocate available funds for the final arrangements.
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Funeral Home Guidance and Assistance
Helps the family find local funeral homes and cemeteries, making it easier for them to contact and assess available service options.
Survivor Assistance
Grief Counseling Assistance
Heritage Shield Advisors can support survivors with a variety of services, including access to grief counseling.​
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Personalized Support
Heritage Shield Advisors offer survivors a broad range of services, including:
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Guidance through the insurance claims process
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Support for any additional special requests from the family
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Assistance with planning a meaningful memorial service
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Advice on bereavement travel options
Terms & Conditions
Heritage Shield is a legacy and end of life planning consumer advocacy service provided by Collins Martin Agency, LLC. Member understands and agrees that by completing and returning this enrollment form the Member will receive a limited free online membership in the Heritage Shield service. Heritage Shield is not an insurance policy. Actual fees and charges associated with a funeral or other related services offered are not covered by Heritage Shield. This is a free benefit and provided to the recipient at no additional cost; this offer is subject to change without notice. Members may choose to purchase additional services, including but not limited to, additional membership opportunities in Heritage Shield. Members also agree that they can be contacted by Heritage Shield at any time to receive additional information about merchandise and services offered by Heritage Shield, its affiliates and other companies that Heritage Shield partners with. Member agrees to indemnify, defend, and hold harmless Heritage Shield, its affiliates, officers, agents, contractors, and employees, from any claim arising in any manner, directly or indirectly, out of or in connection with terms of this agreement or any other agreement between the parties to this agreement regardless of the cause of fault or failure to comply with any of the provisions of the aforementioned agreement, which includes, but is not limited to, the negligence of either party to this agreement. Member further agrees to indemnify, defend, and hold harmless Heritage Shield, its affiliates, officers, agents, contractors, and employees from any and all claims and/or causes of action set forth by or against Member and/or a third-party for the actions or omissions of Member and/or any third-party that arises out of or are any way connected with that which is addressed herein.​​​