• Edwin Day, Founder of Heritage Benefits

    Top Wealth Advisor.

    Edwin (Ed) Day, founder and President of Heritage Benefits™, was once again recognized by Seattle Magazine’s readers as one of Seattle’s top wealth managers for 2013.

    Ed has been providing his clients with expert guidance for over 25 years throughout the Puget Sound, and is honored to have received this coveted award.

    Congratulations Ed!

  • Superior Client Service.

    Our goal at Heritage Benefits™ is very simple: to provide our clients with the highest level of service and support possible.

    For over 25 years, we have proudly guided individuals, families and businesses throughout the Puget Sound area with their estate and financial planning. Contact us today to learn more about what we do and how we can help you.

  • Serving Seattle families and individuals for over 25 years.

    Join the Heritage Family.

    Heritage Benefits™ has been assisting individuals and families throughout the Puget Sound area with their estate and financial planning for over 25 years. We are proud to have over 3000 clients that are part of the Heritage family.

    Whether you need a estate planning, or solid financial guidance, we are here to help. Contact us today for a free consultation.

  • Seattle Estate Planning

    Effective Estate Planning.

    We believe effective estate planning is a simply matter of educating our clients on the tools and options available to properly structure the ownership and beneficiaries of their assets.

    We accomplish this by selecting and then implementing the resources and tools most appropriate for each individual client to achieve …

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Free Estate Plan Reviews.

We provide new and current clients with free estate plan reviews to ensure that your plan is aligned with your current wishes. We recommend our clients have regular reviews to determine if any relevant ...

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Estate Planning Seminars.

Join us for one of our free estate planning seminars - take action to ensure your estate will pass on to your beneficiaries, intact. Learn how to preserve your wealth for future generations by avoiding ...

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Seven Keys to Estate Planning

The beginning point for effective estate planning begins with a high-quality living trust. We then structure your specific plan with additional estate planning and financial guidance ...

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The Heritage Benefits Team

All of us here at Heritage Benefits™ believe that our clients’ needs and wishes come first. We are dedicated to providing expert estate planning, settlement and wealth management guidance and ...

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Five Star Wealth Manager

Edwin (Ed) Day, founder and President of Heritage Benefits™, was once again recognized by Seattle Magazine readers for being one of Seattle’s top wealth managers for 2013. Ed has been providing ...

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About Us

Founded in 1988, Heritage Benefits™ and its affiliated companies provide estate preservation and wealth management services to over 3,000 clients throughout the Puget Sound, with a combined net worth of ...

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Estate Planning & Settlement

Heritage Benefits™ offers new clients a free estate planning consultation. Of course, existing clients receive this personalized service with ongoing, periodic reviews. Contact us to schedule your consultation. We believe effective ...

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Free Consultation

Contact us today for a free estate and financial planning consultation. Join our growing family of over 3000 clients who have trusted Heritage Benefits™ for their estate planning and wealth preservation guidance.

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