HAVE QUESTIONS?

Get Answers!

 

Agent Support:

Send new Trust Applications and payments to this address:

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

 

Client Questions/Changes/

Updates:

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

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

 

NEW! Client Execution/Funding Support Website:

www.heritagetrustfunding.com

 

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This website is for Authorized Independent Representatives only.
 

 

THERE ARE 5 WAYS TO PAY:

CHECKS - Payable to "Heritage" Checks payable to Heritage Living Trust will not be accepted.

CREDIT CARDS - We accept Visa, MasterCard, Discover, and American Express

PayPal - We now accept PayPal

$0 Down, No Payments/No Interest - If paid in full in 6 months, on approved credit. This offer is good until April 30, 2014. Click on this link for detailed instructions: http://heritagelivingtrust.com/storage/zerofinancing.pdf

Client Installment Payment Plan - $900 down, the remainder to be paid within 90 days. NOTE: The Trust will not be produced nor will the commision be paid until the Trust is paid in full.

 

The client can pay 3 of these ways online:

http://heritagelivingtrust.com/purchase