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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