Heritage Living Trust

Heritage Document Services is a trusted estate planning company based in Scotts Valley, CA. With over 30 years of experience, they have been preparing high-quality living trusts since 1989. Their expertise lies in helping individuals and families create comprehensive estate plans that protect their assets and ensure their final wishes are carried out.

Heritage Document Services takes pride in their exceptional customer service, providing accurate and timely responses to inquiries and offering the flexibility to make changes to trusts at any time without extra charges. Their commitment to client satisfaction has earned them praise from customers who appreciate their professionalism and dedication to meeting their needs. By offering the most loving thing you can do for your family - a living trust - Heritage Document Services helps individuals avoid the costly and time-consuming probate process, ensuring that their hard-earned assets are passed on to their loved ones.

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