Is a Living Trust Right For You?

Learn more by listening to a 9 Minute, Toll-Free, Telephone Living Trust Presentation 

Call (866) 927-8552 x1
(also in Spanish x2)


Heritage Living Trust, Financial Consultants - No License Required, Scotts Valley, CA

What People Are Saying About Heritage Trust

"I have a close personal friend, who is now 90 years old. She had a trust from Heritage Living Trust created about 3 years ago and since that time has been diagnosed with dementia. A week ago, after checking herself out of the hospital, the public guardian filed for conservatorship, asking the probate court to appoint them, the public guardian, as her new caregiver/conservator. My friend has no family left, but due to her Trust which was created while she was of sound mind, declared her wishes as to who she wanted to serve as her conservator if the time ever came to when she would need to be conserved. Normally, a non-relative conservatorship would be fairly difficult to implement, but in this case, the named individual in her estate plan came to the court and told the court that they desire to serve as my friend's conservator and will accept that responsibility. This morning, the probate attorney and the public guardian agreed that the named individual in the estate plan created by Heritage has precedence, and that the trust was sufficient to place that individual as her conservator.

If it were not for her Heritage trust, she would be another case added to the already overloaded government workers conservatorship pile. Instead, an individual who she loves, and who loves her, is now fulfilling my friend's final wishes and providing for her the end of life care that she deserves after having worked hard for the past 90 years."       

R. Jones...California 

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"Thank you Heritage Staff and Associates for providing the type of customer service a consumer only dreams of. I am so impressed with the accurate and timely response to my many questions and how everything is explained in terms I can understand. Most impressive is the ability to make changes to our trust at any time without an extra charge. I am confident that Heritage Trust has given me the security my family needs for the future."
 Z. Gibbs...Colorado

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"In 2003 when I was looking for someone to do my Living Trust, I found HeritageLivingTrust.com . I met with the staff at their office and we started the process. The service was and is above and beyond my expectations. In 2007, after marrying again, my husband and I had them set up a new A-B Trust, which we have amended several times since then, at no extra cost. We have been completely satisfied and send them Kudos for all their patience, hard work and professionalism." 
Chris and George S., Pacific Grove, California

Agents
 

Adeline Guzman

Independent Heritage Agent

(760) 782-0223

aaguzma@sbcglobal.net

Unlike a Will, a Living Trust has many living benefits in addition to avoiding Probate: A Living Will, Nomination of Conservator, Durable Power of Attorney for Assets and Healthcare, Guardian for Minor Children, and more.

Heritage Living Trust has been guiding people through the process of passing assets from generation to generation for over 20 years.

The Heritage website contains many valuable information resources that will protect your family and save you thousands of dollars.

I encourage you to invest in your future security and profit from the expert information... your family will thank you for it.

If you answer “Yes” to any of the statements below,
you just might need a Living Trust:

  • I want to avoid the Probate process
  • I own real estate or I have a mortgage
  • I own real estate in multiple states
  • I have minor children
  • I have a Special Needs Child
  • I have children from a previous marriage
  • I own assets from a previous marriage
  • I don't want to leave difficult decisions to my loved ones
  • I value my privacy
  • I want to leave a loving legacy

Not All Living Trusts Are Created Equally.
Here's why I recommend Heritage Living Trust:

  • Preparing Living Trusts Since 1989
  • Comprehensive Living Trusts
  • A+ Rating by Online BBB
  • Free Lifetime Changes
  • Free Lifetime Support

I offer Heritage Living Trusts in all U.S. states, except Louisiana.
Call or email me today!