Professional Trust preparation is what we do and you can do your Trust by contacting Heritage Trust or your local Heritage Independent Agent. We accept checks or credit cards as payment. When you take this step you have set the process in motion toward the most important estate planning you will ever do.
When you contact us or meet with your local Heritage Independent Agent, we will interview you for the information we need to complete your Trust or we can mail you an application. Since almost any scenario can be provided for within your Trust, we encourage you to describe any special instructions or bequests you want in your Trust. We encourage you to be specific and complete in your information when you contact us. Exact names, addresses, and other points of data are encouraged. The better job you do in providing the necessary data, the better your Trust will be.
If you have questions we encourage you to telephone our office or to contact your local Heritage Independent Agent. You can call us toll free at (888) 437-8778 or contact your local Heritage Independent Agent. Of course, your information is highly confidential. Once it is in our hands your information is never shared with anyone for any reason.
Please make your check out to "Heritage Trust" and mail to P.O. Box 66972, Scotts Valley, California 95067. Our Fed Ex or UPS address is: 125 Bethany Dr. Suite "O", Scotts Valley, California 95066. If you were referred to this website by a local Heritage Independent Agent, we recommend you meet with them. Your local Heritage Independent Agent will be able to show you a sample Heritage Living Trust and answer any questions in person.