This website is for Authorized Independent Representatives only.
If you haven't recieved the “NEW Heritage Living Trust Marketing Plan” email announcement, please request a copy from support@heritageagent.com
In case you missed the January 2022 announcement:
2022 is going to be the greatest year ever at Heritage Living Trust. We are celebrating our 33rd year in business and going strong and we are excited to announce some great new plans that will supercharge your Trust marketing, put more money in your pocket, give you more freedom and increase your cash flow.
You Will Now Be Working Directly With The Heritage Living Trust Home Office:
1. You will no longer be submitting business to Heritage Estate Services in La Mirada. All business will be submitted directly to our Home Office in Scotts Valley, California.
2. Use the NEW Trust Applications immediately with the Heritage Living Trust PO Box found on this website.
3. Checks must be made payable to "Heritage" all other checks will be returned.
4. Complete and send this one-page Amendment to the Independent Contractor form today to support@heritagelivingtrust.com or when you submit your first NEW Heritage Living Trust application.
5. The Heritage Senior Staff - Leslie, Ellen and Larry - are here and ready to provide the support you need. We expect this change to enhance the handling of your applications.
6. The Heritage Agent website you are familiar with will remain operative, to give you access to the information, applications and training you need. Accessing that website has not changed.
7. All servicing phone numbers and fax numbers remain the same… NO CHANGE.
Our New Marketing Plan Is Innovative and You Get To Enjoy The Benefits:
1. If you haven't recieved the “NEW Heritage Living Trust Marketing Plan” email announcement, please request a copy from support@heritageagent.com
~ Heritage Living Trust ~