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BBB Business Review

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BBB Accredited Business since

Heritage Estate Plans

Phone: (800) 487-8780 845 Palmer Ave, Aurora, IL 60506 http://www.heritageestateplansllc.com



BBB Business Reviews may not be reproduced for sales or promotional purposes.

Description

Heritage Estate Plans is an estate planning company. This business is located in Aurora, IL, and serves members nationwide. This company offers estate planning, Medicaid planning, trust education, long term care planning, and lawsuit protection.


BBB Accreditation

A BBB Accredited Business since

BBB has determined that Heritage Estate Plans meets BBB accreditation standards, which include a commitment to make a good faith effort to resolve any consumer complaints. BBB Accredited Businesses pay a fee for accreditation review/monitoring and for support of BBB services to the public.

BBB accreditation does not mean that the business' products or services have been evaluated or endorsed by BBB, or that BBB has made a determination as to the business' product quality or competency in performing services.


Reason for Rating

BBB rating is based on 13 factors. Get the details about the factors considered.

Factors that affect the rating for Heritage Estate Plans include:

  • Length of time business has been operating
  • Complaint volume filed with BBB for business of this size
  • Response to 1 complaint(s) filed against business
  • Resolution of complaint(s) filed against business


Customer Complaints Summary Read complaint details

1 complaint closed with BBB in last 3 years | 0 closed in last 12 months
Complaint Type Total Closed Complaints
Advertising/Sales Issues 0
Billing/Collection Issues 0
Delivery Issues 0
Guarantee/Warranty Issues 0
Problems with Product/Service 1
Total Closed Complaints 1

Customer Reviews Summary Read customer reviews

0 Customer Reviews on Heritage Estate Plans
Customer Experience Total Customer Reviews
Positive Experience 0
Neutral Experience 0
Negative Experience 0
Total Customer Reviews 0

Additional Information

BBB file opened: October 12, 2005 Business started: 10/01/2005 in IL Business started locally: 10/01/2005 Business incorporated 11/22/2005 in IL
Type of Entity

Limited Liability Company (LLC)

Business Management
Mr. James Seifrid, President
Contact Information
Principal: Mr. James Seifrid, President
Business Category

Estate Planning & Management Tax Planning Consultants - Medical Financial Planning Consultants Retirement Planning Service Trust Companies Residential Property Managers (NAICS: 531311)

Products & Services

Heritage Estate Plans sells the following brand(s): Each plan is custom drafted to meet the individual member's needs and wishes.

Heritage Estate Plans offers the following product(s): Estate Planning documents (Wills, Trusts, etc.) are marketed through preferred attorneys at greatly discounted fees.

Method(s) of Payment
cash, check, money order
Refund and Exchange Policy
We adhere to the federal 3 business day right of cancellation.
X

BBB Customer Review Rating plus BBB Rating Overview


BBB Customer Reviews Rating represents the customers opinions of the business. The Customer Review Rating is based on the number of positive, neutral and negative customer reviews posted that are calculated to produce a score.

Customer Review Experience Value
Positive Review 5 points per review
Neutral Review 3 points per review
Negative Review 1 point per review

BBB letter grades represent the BBB's opinion of the business. The BBB grade is based on BBB file information about the business. In some cases, a business' grade may be lowered if the BBB does not have sufficient information about the business despite BBB requests for that information from the business.
Details

BBB Letter Grade Scale

BBB Rating Value
A+ 5
A 4.66
A- 4.33
B+ 4
B 3.66
B- 3.33
C+ 3
C 2.66
C- 2.33
D+ 2
D 1.66
D- 1.33
F 1
NR -----
Star Rating scale

  Average Score
5 stars 5.00
4.5 stars 4.50-4.99
4 stars 4.00-4.49
3.5 stars 3.50-3.99
3 stars 3.00-3.49
2.5 stars 2.50-2.99
2 stars 2.00-2.49
1.5 stars 1.50-1.99
1 star 0-1.49

BBB Customer Review Rating plus BBB Rating is not a guarantee of a business' reliability or performance, and BBB recommends that consumers consider a business' BBB Rating and Customer Review Rating in addition to all other available information about the business. If the BBB Rating is NR then only Customer Reviews are used for the Star Rating.