Heritage Living Trust is a specialized estate planning firm focused exclusively on creating customized living trusts to protect families from the financial and emotional burdens of probate. With over three decades of experience since 1989, the company distinguishes itself through its personalized client care, state-specific document customization, and an unwavering commitment to providing lifetime support without additional fees.
The firm takes a client-centered approach, emphasizing education and accessibility to simplify the estate planning process. It serves individuals and families seeking to secure their legacies, avoid court interventions like conservatorship, and ensure their assets pass smoothly to heirs. Heritage Living Trust maintains an A+ Accredited Business rating with the Better Business Bureau and prides itself on never having a client complaint, underscoring its reliability and dedication to client satisfaction.
Services Offered
- Living Trust Preparation and Customization
- Estate Planning
- Probate Avoidance Strategies
- Healthcare Power of Attorneys
- Living Wills
- Conservatorship Avoidance Planning
- Asset Protection Consultation
- Free Lifetime Changes and Amendments
- Funding Assistance for Trusts
- Special Needs Trust Planning
- Inheritance Customization and Control
- Charitable Giving Guidance
- Free Ongoing Support and Consultations
Heritage Living Trust provides services tailored to the laws of each client’s state and offers resources in both English and Spanish. The firm does not market or sell financial products, ensuring unbiased advice focused solely on estate planning and asset preservation.
