Strength, Service & Security

The Heritage Escrow Company

Strength

Making your real estate transaction seamless is our mission.

For the past 60 years Heritage Escrow has led the escrow industry by delivering consistent high-quality customer service. This focus propelled our growth into one of the largest escrow companies and motivated the decision to partner with First American, one of the largest title insurance companies in the world.

Service

Simply put, we hire the best. We pride ourselves on our service, and clients choose us because we deliver on that promise.

Security

Heritage Escrow’s Secure Portal is the simple, mobile, and secure solution for your residential real estate transaction. Lower the risk of wire fraud attempts by reducing risky email communications. Complete opening paperwork, review documentation and eSign. Conveniently coordinate your closing and securely communicate with your settlement team wherever you go.

Leadership

Joe Curtis

Joe Curtis

President
Phone: 858.255.9140
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Sarah Whistler

Sarah Whistler

Escrow Operations Manager
Phone: 760.697.9155
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Sharla Dabney

Sharla Dabney

Sales Manager
Phone: 619.540.5726
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Tustin Main Office

Terra Vo

Terra Vo

Branch Manager / Escrow Officer
Phone: 949.651.5129
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17822 E. 17th Street,
Suite 106
Tustin, CA 92780

Balboa Park Branch

Donna Hamilton

Donna Hamilton

Branch Manager / Escrow Officer
Phone: 619.234.2010
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Tonnette Lyles

Tonnette Lyles

Escrow Officer
Phone: 619.230.6541
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Christopher Portillo

Christopher Portillo

Bulk Sale Escrow Officer
Phone: 619.230.6545
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2550 Fifth Avenue,
Suite 800
San Diego, CA 92103

Carlsbad Branch

Holly Birt

Holly Birt

Branch Manager / Escrow Officer
Phone: 760.827.0202
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Anela Miyashiro-Lindo

Anela Miyashiro-Lindo

Escrow Officer
Phone: 760.827.0202
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Breanna Nadeau

Breanna Nadeau

Sales Executive
Phone: 760.504.1483
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2121 Palomar Airport Road,
Suite 140
Carlsbad, CA 92011

Escondido Branch

Alicia Bagby

Alicia Bagby

Branch Manager / Escrow Officer
Phone: 760.739.9202
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Selene Sorensen

Selene Sorensen

Relief Escrow Officer
Phone: 949.930.2300
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960 W Valley Parkway
Escondido, CA 92025

Rancho Santa Fe Branch

Stephanie Clarke

Stephanie Clarke

Branch Manager / Escrow Officer
Phone: 858.756.2010
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Kristen Bramble

Kristen Bramble

Escrow Officer
Phone: 858.756.2010
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Jerah Payne

Jerah Payne

Sales Executive
Phone: 858.449.0089
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6042 El Tordo / P.O. Box 1407
Rancho Santa Fe, CA 92067

Success Stories

"Holly and Marissa are great to work with and go the extra mile to serve my team and clients! I love that their response time is quick and they are efficient and experienced in the escrow process! They are never too busy to help. Thanks!"

Valerie M.

Holly Birt
Holly Birt

"I use Donna Hamilton at Heritage Escrow to handle all of the escrows on my listings. I have been working with her for years and we have had some complicated transactions, but she has always maintained a positive attitude even in pressure situations. I know she is very busy, but Donna and her assistant Sabrina Gana really make an effort to answer my phone calls and respond to emails promptly. Also, the sales rep Sharla Dabney is awesome to work with. She has great marketing ideas and is always willing to help." 

Jorge C.

Donna Hamilton
Donna Hamilton

"Alicia Bagby at Heritage Escrow is terrific! She is professional and really knows her business. I highly recommend her!"

Esther D.

Alicia Bagby
Alicia Bagby

"Just wrapped up my appointment today with Terra Vo & my experience was wonderful thank you very much for getting the job done! Excellent service." 

Alexandria F.

Terra Vo
Terra Vo

"I have worked with many different escrow companies and Heritage Escrow is, by far, the best. Stephanie Clarke and her assistants are extremely thorough and efficient. I never have to ask for anything, as they always on top of every detail. I cannot say enough positive things about this company."

Kieran M.

Stephanie Clarke
Stephanie Clarke

Services

Residential

The act of buying or selling a previously owned home. We know that every transaction is unique and requires the complete focus of a dedicated team of escrow professionals!

Commercial

The act of buying or selling a property that is zoned commercial or industrial. Commercial transactions can have unique challenges making them some of the most difficult real estate transactions to close.

Bulk Sale

“Bulk sale escrow” is a type of escrow agreement placed on the sale of inventory, business assets or an entire company.

Other

Refinance, Manufactured Homes, Relocation, Probate, Reverse Mortgages, REO, Short Sale, etc…

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