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

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    Peace of Mind

    Nothing compares with the feeling of having all your final arrangements done. Knowing your family is taken care of in those situations where they are most vulnerable and least able to emotionally deal with the complications of these matters at your death.


    Being turned away at the bank when they need cash or not being able to cash out stocks and bonds because Probate has them locked up can be devastating. The average Probate is from 6 months to 2 years depending on the complexity of the estate and there is absolutely nothing you can do until the probate court gives the clearance. You can’t withdraw savings, you can’t cash in stocks or bonds...and I have seen stock values take a nose dive while families watched their stock assets become virtually worthless because of Probate delays. 


    It takes so little time and such little effort to avoid all of that heartache. It’s the perfect solution because you can establish the scenario you want. Almost anything is possible when it comes to whom and how you leave your assets. By taking action now to make the proper arrangements you can save your family untold difficulties after you are gone. Hear that again. You will be gone and your family will be the ones dealing with it. 


    We offer the opportunity to discuss your arrangements at no cost to you. Now is the time... There is no rational justification for delay. Give us a call and start the process. You will feel such Peace of Mind for just getting it taken care of. 

    For more information call: 866.927.8552 for a recorded information call

    Or 888-437-8778 to speak with a live consultant


    Until Next Time....

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