Heritage Estate Plans

Initial Business Response /* (1000, 5, 2015/06/05) */
First, this trust was set up by an attorney on 7-10-and not by meShe is, also, in possession of her estate plan which includes her trustShe is correct in that as a member of Heritage, she is entitled to yearly changes at no charge, a
sit down visit with a representative and unlimited phone time with an attorney when needed at no chargeThis member has been serviced through the years and has been very satisfiedIt is true that since her husband passed away, I have told her that we should update certain documents in her estate plan at no charge as part of her membership benefitsI have had some difficulty connecting with her as I am recovering from colon cancerHowever, we have now scheduled a visit at her home for June 18thI have her updated documents and will deliver them at that timeShe is an important member with us and I will strive to keep her satisfied with our service in the future
Initial Consumer Rebuttal /* (2000, 7, 2015/06/10) */
(The consumer indicated he/she ACCEPTED the response from the business.)
I have been contacted and a meeting is scheduled for June 18thThis is days after the Revdex.com request to or decline the offerWill accept and see what happens on the 18th

Initial Business Response /* (1000, 5, 2015/06/05) */
First, this trust was set up by an attorney on 7-10-1996 and not by me. She is, also, in possession of her estate plan which includes her trust. She is correct in that as a member of Heritage, she is entitled to yearly changes at no...

charge, a sit down visit with a representative and unlimited phone time with an attorney when needed at no charge. This member has been serviced through the years and has been very satisfied. It is true that since her husband passed away, I have told her that we should update certain documents in her estate plan at no charge as part of her membership benefits. I have had some difficulty connecting with her as I am recovering from colon cancer. However, we have now scheduled a visit at her home for June 18th. I have her updated documents and will deliver them at that time. She is an important member with us and I will strive to keep her satisfied with our service in the future.
Initial Consumer Rebuttal /* (2000, 7, 2015/06/10) */
(The consumer indicated he/she ACCEPTED the response from the business.)
I have been contacted and a meeting is scheduled for June 18th. This is 3 days after the Revdex.com request to or decline the offer. Will accept and see what happens on the 18th.