This website is for Authorized Independent Representatives only.
Agents are welcome to test the online applications, but not to complete and submit them, unless they are for a client. Submitted applications cost us time and money.
Trust Applications for an Individual - (3 Versions)
Online Electronic Signature Trust Application for an Individual (Electronic Signature)
Trust Application for an Individual (Traditional Signature Needed)
Fillable and Savable Trust Application for an Individual (Traditional Signature Needed)
Trust Applications for a Husband & Wife - (3 Versions)
Online Electronic Signature Trust Application for a Husband & Wife (Electronic Signature)
Husband & Wife Trust Application (Traditional Signature Needed)
Fillable and Savable Husband & Wife Trust Application (Traditional Signature Needed)
- · Read this document before using the Online Applications
- · Email template you can personalize when emailing a link to an Online Application
- The online application cannot be saved and must be completed in one sitting.
- Each applicant must have a unique email address: One for the husband, another for the wife.
- An AA Trust Application is taken on two separate A Trust Applications.
- The applicant must have his Agent’s name, phone number, and email address in order to complete the application.
- The application is a two-step process:1. First the client completes the online application and pays for the Trust. 2. Then the client reviews, signs and initials the application.
Bring these documents when meeting with a client face-to-face:
- Trust Types and Prices -Bring a copy of this on every appointment to show your prospect
- Credit Card Authorization Form
- Client Installment Payment Plan
- Special Needs Provision
- CLICK ON THIS LINK FOR PROBATE STORIES YOU CAN SHARE WITH YOUR PROSPECTS
- Asset Organizer - This is needed after the Trust has been executed.
- ILIT Application & Instructions - Before you make a sale, be sure you and your client read this.
- Land Trust Application
Where to send business:
Mail the completed sales forms and payments to:
HERITAGE ESTATE SERVICES
PO BOX 1748
LA MIRADA,CA 90637
Checks are payable to "Heritage" or "Heritage Estate Services."
Checks made out to "Heritage Living Trust" will not be accepted.
Mail the completed Asset Organizer and Deed(s)to:
HERITAGE LIVING TRUST
PO BOX 66972
SCOTTS VALLEY, CA 95067