Business Details
38 Years
experience
Your Trusted Partner for Estate Planning Solutions
Founded in 1988, Heritage Benefits has dedicated over three decades to providing comprehensive estate preservation and wealth management services. Our team serves more than 3,000 clients across the Puget Sound region, combining personalized guidance with proven strategies to protect and transfer generational wealth. We prioritize client needs through free estate plan reviews, ongoing periodic assessments, and educational seminars designed to empower informed decision-making. Our affiliated companies and advisory services, offered through KCD Financial, Inc., operate under strict regulatory compliance as SEC/SIPC members. With a focus on long-term relationships, we deliver tailored solutions that align with evolving client wishes and financial goals.Our expertise in living trusts and estate planning frameworks ensures clients receive structured, actionable guidance. Recognized for excellence, our founder Edwin A. Day has maintained Five Star Wealth Manager status for three consecutive years, reflecting our commitment to industry standards. We emphasize transparency in all communications, offering no-cost initial consultations to build trust and establish clear pathways for wealth preservation. Our local market knowledge and dedication to client education distinguish us as a trusted partner in estate planning.
Services
Estate Planning
Wealth Management
Living Trusts
Free Consultations
Periodic Reviews
Estate Seminars
Details
- Year established: 1988
Highlights and features
- We offer free estate plan reviews for new and existing clients
- Our team provides personalized wealth management guidance since 1988
- We conduct educational estate planning seminars for public benefit
- Our founder maintains Five Star Wealth Manager recognition annually
- We serve over 3,000 clients with localized Puget Sound expertise
Associations and certifications
- SEC
- SIPC
Services
Estate Planning
Our estate planning services create structured frameworks for asset distribution. We specialize in living trusts that ensure your wishes are honored while minimizing probate complications. Clients receive personalized guidance through wills, power of attorney documents, and beneficiary designations tailored to their unique family situations and financial objectives.
Wealth Management
Comprehensive wealth management strategies protect and grow your assets. Our advisors develop customized investment plans aligned with long-term goals, incorporating tax-efficient strategies and risk management techniques. We focus on preserving generational wealth through ongoing portfolio reviews and market-responsive adjustments.
Free Consultations
New clients receive complimentary estate planning assessments to evaluate current documentation. This 60-minute session identifies gaps in existing plans and recommends improvements. Existing clients benefit from periodic no-cost reviews to ensure their plans remain current with changing circumstances and legal requirements.
Estate Seminars
Our free public seminars cover essential estate planning principles. Topics include trust creation, probate avoidance, and tax implications. Participants learn practical strategies for protecting assets and ensuring smooth wealth transfer through interactive sessions led by experienced advisors.
Periodic Reviews
Regular plan assessments ensure documents remain effective. We recommend reviews following major life events or legislative changes. Our team updates beneficiary information, revises trust terms, and adjusts financial strategies to maintain alignment with evolving personal and economic circumstances.
People
Edwin A. Day
Founder and President
Edwin A. Day established Heritage Benefits in 1988 and has maintained Five Star Wealth Manager recognition for three consecutive years. He leads our advisory team with over three decades of estate planning expertise, focusing on personalized wealth preservation strategies.
Questions
What estate planning services do you offer?
We provide living trusts, wills, power of attorney documents, and comprehensive estate plans tailored to individual needs.
Do you offer free consultations?
Yes, we provide free initial estate planning consultations for both new and existing clients.
How often should I review my estate plan?
We recommend periodic reviews every 3-5 years or after major life events like marriage or childbirth.
Are your advisors certified professionals?
Our founder maintains Five Star Wealth Manager recognition, and our team includes SEC/SIPC-registered advisors.
What areas do you serve?
We primarily serve clients throughout the Puget Sound region.
Do you offer educational resources?
Yes, we host free estate planning seminars and provide planning glossaries and client educational materials.
