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 


"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 . 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

Please Contact Me With Free Additional Information
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    The Attorney Who Defends Himself Is A Fool

    Actually the headline should read, “The attorney who defends himself has a fool for a client”. Its an old saying and it happens to be true. When you are confined to just one perspective that exists only in your own head you lack the knowledge and objectivity of an unbiased perspective. You are also working within the limitations of your own knowledge about Trusts...which could be considerable...and very dangerous.


    I am often confronted by people with questions relating to why they can’t do a Living Trust for themselves at a minimal cost. Saving money to create a trust is missing the point altogether. Would you do a surgical operation on yourself to save money?...the notion is absurd. Sure you can purchase software that will create the documents or buy the document forms that can be filled out, and feel your way through the process but why take the chance of being wrong on important issues when your very financial future and the financial well-being of your family is at stake. An, “Oops!” on something this important is tantamount to packing your own parachute and forgetting to attach the ripcord. Let the professionals do it. They get paid to know the details and do it right. 


    A Living Trust is a dynamic document. When your life situations change you need to change your trust. When your relationships with those close to you change or a new child or grandchild is born, you need to change your Trust. If a trust is not constructed properly to meet your personal life situation and specific wishes you run the risk of making errors that can effect you and your family in a potentially devastating way. The question is...would you trust the welfare of your family to what you know about trusts right now? You need expert help now and in the future to keep your plans and wishes on track. 


    Attorneys who do trusts count on the need to review your trust annually and manage the funding of your assets. Its a major income stream for ongoing cost for you. Heritage makes no charge for help and support or changes that need to be made to your trust, for the life of your Trust. 


    Bottom line...bite the bullet...have your trust professionally prepared and have someone you can call when you need help. If you do it yourself you will eventually end up in an attorneys office anyway getting great cost to you.


    I invite you to the Heritage website to view a video presentation. You will find Heritage receptive to your calls and all phone consultations are free. 888-437-8778

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