This website is for Authorized Independent Representatives only.
Trust Execution & Funding Procedure
Heritage Living Trust will help your client through the Execution and Funding of his Trust. The Independent Agent has the option of helping his client as well.
Here's the process:
- To keep the Agent in the loop, the day the client's Trust is shipped, the Agent will receive an email with the UPS tracking number. Please forward this information to your client.
- Here is the link to the execution and funding website.
If you or your client have a question, please call HLT at (888) 437-8778.