Heritage is a national organization and we are privileged to be associated with some of the finest professionals in the industry. This we call the “Heritage Network”. At Heritage we are dedicated to supporting our independent professionals with the best in training, products and follow-up services. Our independent representative programs are designed to serve the needs of both the independent professional and the client.

Heritage Living Trust does not market insurance, annuities, securities, or investment products so we do not compete with you for your clients' business. We prepare only Trusts and we feel we do it better than anyone else. We offer free lifetime help and support to your Trust clients and lifetime Trust changes are free of charge. Finally, we are members in good standing of the California Better Business Bureau. Click on the BBB Online logo on our website.

If you feel that a relationship with Heritage would enhance your professional practice, we invite you to contact Heritage Estate Services at Email: support@heritageagent.com or call (800) 937-9831 and speak directly with our marketing department. No special license is required and we are really nice folks to work with.

The information on this page will allow you to learn more about becoming a Heritage representative.

For Information On The Following Topics Click The Links Below

Trust application and additional disclosure