5557 Heritage Oak Dr, Lake Forest (Trabuco Canyon), CA 92679 Property Records

Orange County property record for 5557 Heritage Oak Dr, Lake Forest, CA 92679

Property Summary

Property Type	Single Family Home
Details	4 bd · 5 ba · 3,810 sqft · built 2019
Lot Size	0.126 acres (5,528 sqft)
Owner	Individual Name on Record
Last Sale	$1,820,000 (Sep 2021)
Tax Bill	$20,125 (2025)
Deeds & Mortgages	Sep 2021 Transfer Sep 2021 Sale & Mortgage + 1 more
Flood Zone	Zone X (minimal risk)
APN	`606-522-50`

Property Details

APN / Parcel Number

Primary APN	`606-522-50`

Interior

Bedrooms	4 Beds
Full Baths	5 Baths
Half Baths	1 Half Bath
Building Area	3,810 sqft Living Area

Exterior

Year Built	Built 2019
Lot Area	5,528 sqft (0.126 acres)
Garage Area	573 sqft
Parking Spaces	2 Parking Spaces

Location & Zoning

Street Address	5557 HERITAGE OAK DR
City	LAKE FOREST
State	CA
Zip	92679-1657
Property Category	Residential
Property Type	Residential > Single Family > Home
Legal Description	N TR 17300 BLK LOT 61
Legal Tract	17300
Legal Lot Number	61
Jurisdiction	ORANGE CA
Township / Civil Division	IRVINE-LAKE FOREST
Census Block Group	4
Census Block	4008
Census Tract	52428

Owner

Source: Orange County records, as of November 17, 2025

Owner names and exact recorded amounts shown locked on this page are available instantly with a free trial.

Owner of Record	Individual Name on Record
Mailing Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Occupancy	Owner Occupied
Owner Type	Individual

Deeds, Mortgages & Sale History

Date	Document
Sep 24, 2021	Intrafamily Transfer, Transfer FIDELITY NATIONAL TITLE, FIDELITY NATL TTL ORANGE CNT
Sep 24, 2021	Grant Deed, Transfer · Conventional Mortgage ATHAS CAPITAL GROUP INC
Dec 10, 2019	Deed of Trust, Mortgage CATHAY BK

Assessor's Deed Record

Deed Names	Name on Deed
Last Sale	Sep 24, 2021 · Amount on Record
Deed Sale	Sep 24, 2021 · Amount on Record
Prior Sale	Sep 24, 2021
Deed Document Number	2021000594226
Record Updated	Jun 8, 2026

September 2021: Intrafamily Transfer, Transfer

Document Type	Intrafamily Transfer
Jurisdiction	ORANGE CA
Recording Date	Sep 24, 2021
Property Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Document Number	0000594225
Map Reference	MB 981 PG 4-17
Instrument Date	Sep 23, 2021
Instrument	2021000594225
Transaction Type	Transfer
Record Updated	Oct 5, 2021
Title Company	FIDELITY NATIONAL TITLE, FIDELITY NATL TTL ORANGE CNT

Transaction

Tax	$0.00
Amount Accuracy	Transfer Tax Exempt
Additional	Intrafamily Transfer

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657

September 2021: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	ORANGE CA
Recording Date	Sep 24, 2021
Property Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Document Number	0000594226
Map Reference	MB 981 PG 4-17
Instrument Date	Sep 10, 2021
Instrument	2021000594226
Transaction Type	Transfer
Record Updated	Oct 5, 2021
Title Company	FIDELITY NATIONAL TITLE CO

Transaction

Amount	Amount Recorded
Downpayment	Downpayment on Record
Loan-to-Value (LTV)	LTV on Record
Tax	$0.00
Amount Accuracy	Rounded by County
Additional	Arm's Length

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657

Mortgage

Document Number	0000594227
Date	Sep 24, 2021
Instrument	2021000594227

Lender

Name	ATHAS CAPITAL GROUP INC
Type	Mortgage Company

Agreement

Type	Conventional Mortgage
Amount	Amount Recorded
Term	361 Months
Due	Oct 1, 2051

December 2019: Deed of Trust, Mortgage

Document Type	Deed of Trust
Jurisdiction	ORANGE CA
Property Address	5557 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Instrument Date	Dec 10, 2019
Transaction Type	Mortgage
Record Updated	Feb 26, 2020
Title Company	FNTG BUILDER SERVICES, FNTG BUILDER SVCS

Transferred To (Grantee/Buyer)

Name	Verified Name
Relationship	Joint Tenants with Right of Survivorship
Address	5557 HERITAGE OAK DR LAKE FOREST CA 92679, LAKE FOREST, CA 92679

Mortgage

Document Number	58026
Date	Feb 11, 2020
Instrument	58026

Lender

Name	CATHAY BK
Type	Bank
Address	EL MONTE, CA 91731

Agreement

Amount	Amount Recorded
Term	360 Months
Due	Feb 10, 2050

Interest

Rate Type	Adjustable Rate
Rate	4.12%

Tax Assessment & Valuation

Source: Orange County assessment roll, as of July 1, 2025

Property Jurisdictions

Type	Name
State	California
County	Orange County
Municipality	Lake Forest City
Unified School District	Saddleback Valley Unified School District (KG - 12)

Tax Bill & Assessment History

Year	Tax Bill	Assessed Value
2025	$20,125.00 (+4.02%)	$1,931,398 (+4.04%) Land $846,256 Building $1,085,142
2023	$19,348.00 (+1.82%)	$1,856,400 Land $813,395 Building $1,043,005
2022	$19,003.00

Assessed value is set for property tax purposes and is not a market price estimate.

Flood

Source: FEMA National Flood Hazard Layer, effective September 27, 2026 · OpenFEMA NFIP redacted claims and policies, as of September 2026

FEMA Flood Zone	Zone X minimal risk
Flood Insurance Requirement	Not required lenders may require it
Nearby Flood Policies	2 in force

Values are read at the parcel center point; flood claims are located to the census block group, not this parcel; lenders make the official flood determination.

Wildfire

Source: USDA Forest Service Wildfire Risk to Communities (2nd edition), as of 2024

Wildfire Risk	High above 81% of the US · above 59% of California
Wildfire Likelihood	0.8% annual chance
Exposure	Direct burnable vegetation

Values cover an area roughly 900 ft across, not the parcel itself; insurers use their own ratings.

Drinking Water

Source: EPA Safe Drinking Water Information System, as of September 2026

Water System	IRVINE RANCH WATER DISTRICT serves 450,323 people · EPA ID CA3010092
Water Source	Surface water
Last State Inspection	Nov 2023
Lead	Under 1 ppb (2023–2025) action level 15 ppb

Violations Reported to EPA

Water Quality	None last 10 years
Treatment and Procedure	None last 10 years
Monitoring and Reporting	None last 3 years

Results are for the whole water system, not water tested at this address; lead at the tap also depends on the building's own pipes.

Internet Providers

Source: FCC Broadband Data Collection, based on 517 locations within half a mile, as of December 31, 2025

Provider	Max Down / Up (Mbps)
AT&T Fiber	5,000 / 5,000
Cox Communications Fiber · Cable in parts of the area	2,000 / 35
Verizon Fixed Wireless	300 / 20
T-Mobile Fixed Wireless	100 / 20

May also be available: GeoLinks.

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