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  • I believe that through knowledge and discipline, financial peace is possible for all of us. (Dave Ramsey)
  • We are programmed to succeed from birth but we deprogram ourselves with beliefs (Daniel Marques)
  • You get in life what you have the courage to ask for. -Nancy D. Solomon

Living trust


 Provide your clients excellent service with a front-runner in the business

Our Living Trust Company works with hundreds of licensed agents and legal experts in 49 states

Preparing Living Trusts Since 1989

A+ Rating by Better Business bureau



Here are the reasons to become an Independent Heritage Agent:

More Income…

images You will get paid for making Heritage Living Trust sales.
images You may find additional needs once your client discloses all of their finances while funding the trust.
images You will find that clients are much more apt to give you more trust referrals than insurance referrals.
images More referrals means more business, more business means more income.
images You have a new valid reason to re-contact your existing clients for additional services.
images You have a brand new market to sell in.
images There are instant commissions with no underwriting and no charge-backs.

What is a living trust?

A "living trust" (also called an "inter vivos" trust) is simply a trust you create while you're alive, rather than one that is created at your death.

A trust is an arrangement under which one person, called a trustee, holds legal title to property for another person, called a beneficiary. You can be the trustee of your own living trust, keeping full control over all property held in trust

Why your client should have a living trust?

The big advantage to making a living trust is that property left through the trust doesn't have to go through probate court. In a nutshell, probate is the court-supervised process of paying your clients debts and distributing properties to the people who inherit it.

How does a living trust avoid probate?

Property you transfer into a living trust before your death doesn't go through probate. The successor trustee -- the person you appoint to handle the trust after your death -- simply transfers ownership to the beneficiaries you named in the trust. In many cases, the whole process takes only a few weeks and there are no lawyer or court fees to pay. When all of the property has been transferred to the beneficiaries, the living trust ceases to exist.

The average probate drags on for months before the inheritors get anything. And by that time, there's less for them to get: In many cases, about 5% of the property has been eaten up by lawyer and court fees.

If your client answers “Yes” to any of the statements below, he or she just might need a Living Trust:

images I want to avoid the Probate process

images I own real estate or I have a mortgage

images I own real estate in multiple states

images I have minor children

images I have a Special Needs Child

images I have children from a previous marriage

images I own assets from a previous marriage

images I don't want to leave difficult decisions to my loved ones

imagesI value my privacy

images I want to leave a loving legacy

If you answered “Yes” to any of the statements and would like more information call


Please click here for more info