Get Answers!


Agent Support:

Send new Trust Applications and payments to this address:

Heritage Estate Services
P.O. Box 1748
La Mirada, CA 90637
Phone: 800-937-9831
Fax: 888-330-0459


Client Questions/Changes/


Send Asset Organizers, Deeds, changes, and updates to this email or street address:

Heritage Living Trust
P.O. Box 66972
Scotts Valley, CA 95067
Phone: 888-437-8778
Fax: 831-438-3004


NEW! Client Execution/Funding Support Website:



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$0 Down

PayPal Credit

No Payments/No Interest

If Paid In Full Within 6 Months

EXTENDED Through September 30, 2014

On Approved Credit

Good for the Client

  • The Client's Trust is shipped as quickly as if paying by check or credit card.
  • The Client has no additional fees if paid in full within six months.
  • It takes just seconds to get approved.
  • Click on this link for detailed instructions.

Good for the Agent

  • The Agent gets paid as quickly as if the client paid in full.
  • Use as a closing tool. "It takes only a few seconds, let's see if you qualify."
  • Gives your client another option to take action today.
  • Gives you a great reason to re-contact past prospects.


Here's How It Works