Heritage Law

What Heritage Law does

Heritage Law, doing business under the legal entity Winger Law, PLLC, is a privately held, full-service law firm headquartered in Hickory, North Carolina with a secondary office in Boone. The firm provides estate planning, probate and trust administration, elder law and long-term care planning, and special needs trust services to individuals, families, elderly clients, and estate representatives across nine counties in Western North Carolina (Catawba, Watauga, Caldwell, Alexander, Lincoln, Burke, Iredell, Avery, and Ashe).

The firm operates with a three-person team: attorney Anna H. Winger, who holds Certified Financial Planner credentials and is licensed in North Carolina and Montana; paralegal Sema Smith, with 30+ years of legal experience; and intake specialist Deana Icenhour. Service delivery combines in-office consultations at two physical locations, phone consultations, online contact forms, and house calls for clients with mobility limitations. The underlying technology is described as standard legal practice management software for document drafting, case management, and client communication, with no proprietary AI or technology assets disclosed.

Heritage Law generates revenue through fee-for-service professional engagements billed on a quote basis determined during free initial consultations. The firm employs a sales-led, relationship-driven go-to-market motion supported by an educational blog, SEO-optimized website content, and organic social media presence on Facebook, LinkedIn, and Instagram. The firm holds memberships in Wealth Counsel, Elder Counsel, and the North Carolina State Bar Estate Planning & Fiduciary Law Section, and has no institutional investment, parent company, or external funding.

Name

Heritage Law

Legal name

Winger Law, PLLC

Website

https://heritagelawnc.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

Heritage Law is a privately held North Carolina law firm (Winger Law, PLLC) that provides estate planning, elder law, probate, and special needs trust services to individuals and families across nine counties in Western North Carolina, delivered through two offices and a house-call model.

Ownership category

akta.pro rank

Product category

Estate Planning Legal Services

NAICS

Offices of Lawyers (541110), Legal Services (5411)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Family & Private Client (Trusts & Estates) Law (BPAHAAAK)

akta.pro secondary industries

Estate & Legacy Planning Advisory (FSAEAAAG), Estate, Gift & Trust Valuation (BPAHANAL)

Keywords

• Estate planning services
• Elder law services
• Probate administration
• Special needs trusts
• Trust administration

Headquarters

HQ city

Gastonia

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Legal Services - Estate Planning: Fee-for-service legal representation and counsel for estate planning matters including wills, trusts, powers of attorney, and related documents. Billed on consultation and service basis.
2. Legal Services - Elder Law: Legal counsel for elder law matters including Medicaid planning, long-term care planning, guardianship, and Social Security benefits.
3. Legal Services - Probate and Trust Administration: Legal representation for estate executors and trustees in administering estates and trusts after death.
4. Legal Services - Special Needs Trusts: Legal counsel for creating and administering special needs trusts to protect government benefits for disabled individuals.

Go-to-market motion1 record

Distribution channels4 records

Marketing channels5 records

Core offering

Heritage Law is a North Carolina-based law firm that delivers estate planning, elder law, probate and trust administration, and special needs trust legal services to individuals, families, and elderly clients. The firm drafts wills, revocable and irrevocable trusts, powers of attorney, and living wills, and assists executors and trustees with probate and trust administration. It also provides Medicaid planning, guardianship, Social Security and veterans benefits qualification, and special needs trust planning, with attorney Anna H. Winger holding the Certified Financial Planner (CFP) designation to integrate legal and financial planning.

Product overview

Heritage Law is a North Carolina-based law firm offering legal services in four primary practice areas: Estate Planning, Probate and Trust Administration, Elder Law & Long-Term Care Planning, and Special Needs Trusts. The firm provides practical legal and financial solutions through attorney-client counseling. Services are delivered as integrated practice areas where attorneys partner closely with clients to address complex legal, financial, and healthcare needs. The practice areas interconnect: estate planning establishes foundational documents (wills, trusts, powers of attorney), which then feed into probate administration upon death; elder law addresses aging-related legal issues that may involve estate planning components; and special needs trusts provide specialized planning for disabled individuals that coordinates with broader estate plans.

Differentiator

Problem solved

Functional benefit

Products and services

• Estate Planning Comprehensive estate planning service for individuals, families, and business owners that includes drafting wills, revocable and irrevocable trusts, life insurance trusts, financial and medical powers of attorney, living wills, charitable planning, prenuptial agreements, business succession planning, and special needs trusts. Designed for clients seeking to preserve assets, plan for death or incapacity, and reduce financial and emotional stress on family members.
• Probate and Trust Administration Legal representation and counsel for estate executors, trustees, and personal representatives in administering a deceased person's estate. Service covers probate proceedings, asset inventory, creditor notification, asset distribution, estate and gift tax returns, and trust administration including preparing trust inventories, managing trust assets, and paying debts. For families navigating the post-death legal process.
• Elder Law and Long-Term Care Planning Legal services for elderly clients and their families covering asset preservation strategies, Medicaid qualification, guardianship proceedings, Social Security benefits planning, veterans benefits qualification, and long-term care insurance options. Designed for individuals confronting aging-related legal, financial, and healthcare decisions and for families assisting elderly loved ones entering nursing or assisted living facilities.
• Special Needs Trusts Specialized trust planning service for individuals with disabilities and their families to maintain government benefits eligibility while securing long-term care and financial security. Includes Supplemental Needs Trusts and Self-Settled Special Needs Trusts designed to protect litigation settlements and inheritances without disqualifying beneficiaries from means-tested government programs.

Quantifiable outcome

• Over 70% of Americans lack estate planning, highlighting the critical need for the firm's services

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Four partnerships are on record, tiered minor.

• North Carolina State Bar AssociationminorOthersProfessional membership organization for attorneys in North Carolina. Anna H. Winger is a member of the Estate Planning & Fiduciary Law Section and served as former Co-Editor of the North Carolina Estate Administration Manual.
• Wealth CounselminorOthersNational membership organization for estate planning attorneys providing access to resources, forms, and best practices for estate planning professionals.
• CFP BoardminorOthersCertifying organization for Certified Financial Planners. Anna H. Winger holds the CFP designation, integrating financial planning with legal services.
• Elder CounselminorOthersNational membership organization for attorneys specializing in elder law, providing resources, education, and networking for practitioners serving elderly clients.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Direct peers

• FreeWill: Online estate-planning platform offering wills and living trusts at no cost to consumers — directly substitutes Heritage Law's basic estate-planning service for budget-conscious clients.
• Trust & Will: Tech-driven estate-planning provider focused on wills, trusts, and powers of attorney for individuals and families — directly competes with Heritage Law's core estate-planning practice via a more digital delivery model.
• LegalZoom: Large online legal-services platform selling wills, living trusts, powers of attorney, and other estate-planning documents directly to consumers — competing with Heritage Law for price-sensitive estate-planning clients across the same service line.

Emerging players

• Wealth.com: Digital estate-planning platform serving financial advisors and their clients — partially overlapping with Heritage Law's estate-planning practice, particularly via the financial-planning/CFP integration on which Heritage Law differentiates.

Others

• Avvo: Online legal directory that helps consumers find and compare estate-planning and elder-law attorneys — competes with Heritage Law for discovery and acquisition of new clients in the same geography.

Broad incumbents

• Rocket Lawyer: Subscription-based online legal services platform offering estate-planning documents alongside a much broader suite of legal services — overlaps with Heritage Law's estate-planning practice as part of a wider legal services portfolio.
• Nolo: Long-established legal-information and do-it-yourself legal-document publisher with significant estate-planning content and form products — adjacent competitor for clients researching wills and trusts online.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat3 records

Key risks6 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/heritagelawnc
• LinkedInlinkedin.com/company/heritage-law-bone-winger-and-simmons-pllc

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Heritage Law