The Heritage Escrow Company

The Heritage Escrow Company Heritage Escrow has been delivering consistent, high-quality customer service for buyers and sellers across Southern California for more than 60 years.

Delivering the industry's finest customer experience through superior service and cutting-edge technology. We provide professional settlement services for residential and commercial real estate transactions, with offices conveniently located in Tustin, Balboa Park, Encinitas, Escondido, and Rancho Santa Fe.

For real estate investors, a 1031 Exchange can be an effective tool for preserving investment capital and deferring taxe...
07/14/2026

For real estate investors, a 1031 Exchange can be an effective tool for preserving investment capital and deferring taxes. However, these transactions involve specific rules, documentation requirements, and time-sensitive deadlines that require careful coordination.

An experienced escrow team can help support the process by working closely with Qualified Intermediaries and other transaction parties to keep the exchange on track.

Disclaimer: Glen Oaks Escrow does not provide legal, tax, or accounting advice. Please consult your attorney, CPA, or other qualified tax professional regarding any tax consequences associated with your transaction.

One of our favorite annual traditions. ☀️A heartfelt thank you to everyone who joined us for another wonderful picnic at...
07/13/2026

One of our favorite annual traditions. ☀️

A heartfelt thank you to everyone who joined us for another wonderful picnic at The Ranch in Rancho Santa Fe! This special gathering, thoughtfully organized each year by our very own Jerah Payne, is a chance to reconnect, enjoy great company, and celebrate the incredible relationships we’ve built along the way.
We loved spending the day with familiar faces, new friends, and some very special guests. Already looking forward to next year!

07/08/2026

Escrow Officers Holly Birt (Branch Manager) and Niki Prescott are two of the most capable, detail-oriented, and efficient professionals in the business. But you don’t have to take our word for it—our clients say it best! ✨🏡

One of the biggest misconceptions after Proposition 19 is that children automatically inherit their parents' property ta...
07/06/2026

One of the biggest misconceptions after Proposition 19 is that children automatically inherit their parents' property tax basis. In many cases, that's no longer true.

Knowing the basics can help you have more informed conversations about affordability, estate planning, and whether keeping or selling an inherited property makes the most sense.

07/01/2026

Happy 10-Year Work Anniversary, Jerah! 🎉 Congratulations on this incredible milestone! Thank you for your dedication, hard work, and commitment to the Heritage Escrow team over the past 10 years. We’re grateful to have you with us—here’s to many more years together!

When real estate is part of a probate case, the process can feel complex—but understanding the basics is the first step....
06/30/2026

When real estate is part of a probate case, the process can feel complex—but understanding the basics is the first step.

Probate is the court-supervised process of administering a person's estate after they pass away. If a home is involved, there are often specific legal and escrow requirements that must be followed before the property can be sold or transferred.

Whether you're a real estate professional or simply looking to learn more, having a clear understanding of probate can help you navigate the process with greater confidence.

👉 Swipe through to learn the basics of probate and how it can impact a real estate transaction.

Convenience and security no longer have to be a trade-off.Digital Closings and Remote Online Notarization (RON) allow el...
06/24/2026

Convenience and security no longer have to be a trade-off.

Digital Closings and Remote Online Notarization (RON) allow eligible real estate documents to be signed and notarized remotely, giving buyers and sellers more flexibility throughout the transaction process.

Whether you're working from home, traveling, or simply looking for a more streamlined experience, digital closing solutions can help keep your transaction moving forward—wherever life takes you.

A graduate of the University of Colorado Boulder with a degree in Business Administration, Terry is excited to begin his...
06/23/2026

A graduate of the University of Colorado Boulder with a degree in Business Administration, Terry is excited to begin his journey in the escrow industry while continuing to do what he enjoys most—connecting with people and creating meaningful partnerships.

When he’s not working, you’ll likely find him golfing, skiing, running, surfing, or planning his next outdoor adventure. He’s also SCUBA certified, a former “Funniest in the Office” award recipient, and a fan of spicy food, Nick Cage movies, and good books.

Welcome to the team, Terry! We’re excited to have you on board and can’t wait to see all you’ll accomplish.

Two Truths & a Lie — Can you guess which one is the lie?

Address

San Diego, CA

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

Telephone

+16192342010

Website

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