This website is for Authorized Independent Representatives only.
NEW Trust Application for an Individual
Trust Application for an Individual
Fillable Trust Application for an Individual
NEW Trust Application for a Husband & Wife
Husband & Wife Trust Application
Fillable Husband & Wife Trust Application
NEW Trust Application for a Same Sex Couple
Bring these additional documents when meeting with a client face-to-face:
- Credit Card Authorization Form
- Special Needs Provision
- 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
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Where to send business:
Mail the completed sales forms and payments to:
HERITAGE
PO BOX 66972
SCOTTS VALLEY, CA 95067
support@heritagelivingtrust.com
Phone: 888-437-8778
Fax: 888-330-0459Checks must be made payable to "Heritage" all other checks will be returned.
Mail the completed Asset Organizer and Deed(s)to:
HERITAGE
PO BOX 66972
SCOTTS VALLEY, CA 95067
support@heritagelivingtrust.com
Phone: 888-437-8778
Fax: 888-330-0459