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.
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.
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.
Services
Our Company
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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.
About Us
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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 over $2 billion dollars. Our focus is on preservation and growth of our clients' generational wealth.
Our Mission
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Our philosophy has always been to help families preserve their wealth and achieve their long-term financial goals. We offer free estate and financial plan reviews. Contact us today to schedule a time to discuss your specific situation and work toward solidifying your family's financial future.
Working with independent Washington attorney Sam K. Eck, Esq., we provide the professional advice and high quality legal documents needed for effective estate preservation.We believe the first step to estate preservation is "disinheriting" the probate attorneys and probate court by using a high quality revocable living trust along with all necessary relevant amendments.
Working with independent Washington attorney Sam K. Eck, Esq., we provide the professional advice and high quality legal documents needed for effective estate preservation.We believe the first step to estate preservation is "disinheriting" the probate attorneys and probate court by using a high quality revocable living trust along with all necessary relevant amendments.
The Heritage Benefits Team
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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 support. Contact us today to find out for yourself what makes Heritage Benefits a trusted advisor for over 25 years in the Puget Sound area.
Estate Planning & Settlement
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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 estate planning and settlement is a matter of educating our clients on the tools and options available to properly structure the ownership and beneficiaries of their assets.
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