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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This website is for Authorized Independent Representatives only.


Personalized Webpage: $9.95 a Year...or less!

Click on this link to view a sample Personalized Webpage.


3 Reasons To Order The Personalized Webpage Today

  1. Saves you money! Instead of paying for flyers and brochures, just email your prospects a link.
  2. It has your picture, phone number, and email address. When your prospect clicks on your link they'll recognize your smiling face and know it's from you.
  3. It takes your prospect directly into the HLT website. Your prospects can educate themselves on the benefits of Living Trusts, and view the Heritage Living Trust A+ BBB rating. The Personalized Webpage is a landing page, not a full website. Once your client leaves your webpage, he will need to click back on the link you sent to get back to your contact information.

Because the webpages are not websites, the video on the page is universal. If a prospect fills out the request form, that email goes to our office. We’ll find out who referred the client, answer their questions, and if they’re ready to move forward, we’ll take the application and payment over the phone, and pay the Agent his full commission. Regardless of what happens, we will let the Agent know that we had contact with his client. When sending the link to prospective clients, you may want to  tell them to ignore the request at the end, and send you an email or call you with questions. Either way, you’ll want to follow-up with your clients to find out if they’re interested after you send them your link. In 24 years, we’ve never failed to find out who referred the client, and the Agent has always received his commission.

Allow 1-2 business days for your webpage to be created