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About Heritage Living Trust

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Heritage Trust is a national estate planning firm engaged primarily in estate planning for the senior community. Our concern and service to this special community spans the last twenty years and touches all fifty states.

Heritage Trust produces the finest Living Trusts in the nation and has served professional estate planners and attorneys for the past 20 years. Excellence is our Hallmark. We educate more people about Living Trusts than any other document company in the country.

With the ravages of Probate, Estate and Capital Gains Tax, and the concerns of Conservatorship decimating the senior population, we have made it our prime goal to put out the word, accompanied by the necessary service, to those who understand the urgent need to protect their estate for themselves and their children.


We educate thousands about Living Trusts every year and we understand every nuance involved in their creation. Unlike most attorneys who have limited experience with these legal entities, Heritage Trust does nothing else, and is your most knowledgeable and qualified source for information regarding a Living Trust.

We recommend that you deal only with a highly qualified certified Estate Planner or with an attorney who specializes in Estate Planning and Trusts and emphatically advises you not to do a Will. If you would like to compare a Heritage Living Trust services with another Trust, simply contact us or your local Heritage Independent Agent.