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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 A. Day (“Ed”), Founder and President of Heritage Benefits™, was named a Five Star Wealth Manager in 2025 for the third year in a row. He is ranked in ...

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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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