Our Company

Heritage Benefits™ has been providing our clients with estate planning, settlement and wealth management services for over 25 years in the Puget Sound area. We are proud to have assisted over 3000 clients, providing exceptional service and financial peace of mind. We provide free practical advice on effective and simplified estate planning and settlement to everyone who participates in our free public seminars and individual consultations.

For over 25 years, we have provided exceptional service and guidance to our clients through the successful & synergistic relationship of the Heritage Benefits™ family of firms. We look forward to welcoming you as part of the Heritage family.