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Review 9/11/2011
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I have not only written my own trust through Heritage Estate Services, but have used Heritage to create trusts for many of my clients. This company creates a product of the highest quality and makes available timely answers to all of our questions. Recently, I had the occasion to bring Heritage trusts before attorney friends who were most impressed by the thoroughness of the Heritage trust product; leaving me even more assured of the fact that I can, with confidence, feel comfortable in recommending and initiating a Heritage Living Trust to my clients. The product is professionally constructed, produced in a timely manner and reasonably priced. Follow-up by Heritage to make sure that the trust is executed and funded is an added plus. Heritage even prepares the funding letters for the client to submit, thereby making the funding process more efficient.
Working as a financial advisor I feel that Heritage has been very diligent in educating me about the value of having a trust in place. I have, in turn, been able to pass valuable information on to my clients so that they are more aware of the impact that probate can have on their estates; and how a living trust can pass more of their assets to their families.
You can feel comfortable in the fact that Heritage Estate Services and their certified representatives can help you create a lasting legacy for your family, and keep more of the assets that you have worked so hard to have.
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