5597 Heritage Oak Dr, Lake Forest (Trabuco Canyon), CA 92679 Property Records

Orange County property record for 5597 Heritage Oak Dr, Lake Forest, CA 92679

Property Summary

Property TypeSingle Family Home
Details5 bd · 4.5 ba · 4,476 sqft · built 2021
Lot Size0.134 acres (5,817 sqft)
Owner2 Individual Names on Record
Last Sale$1,458,500 (May 2022)
Tax Bill$16,005 (2025)
Deeds & MortgagesMay 2026 Mortgage
Dec 2025 Mortgage
+ 2 more
Flood ZoneZone X (minimal risk)
APN606-522-54

Property Details

APN / Parcel Number

Primary APN606-522-54

Interior

Bedrooms5 Beds
Full Baths4.5 Baths
Half Baths1 Half Bath
Building Area4,476 sqft Living Area

Exterior

Year BuiltBuilt 2021
Effective Year BuiltEffective 2021
Lot Area5,817 sqft (0.134 acres)
Garage Area430 sqft
Parking Spaces2 Parking Spaces

Location & Zoning

Street Address5597 HERITAGE OAK DR
CityTRABUCO CANYON
StateCA
Zip92679-1657
Property CategoryResidential
Property TypeResidential > Single Family > Home
Legal DescriptionN TR 17300 BLK LOT 65
Legal SubdivisionTR 17300
Legal Tract17300
Legal Lot Number65
JurisdictionORANGE CA
Township / Civil DivisionIRVINE-LAKE FOREST
Census Block Group4
Census Block4008
Census Tract52428

Owner

Source: Orange County records, as of May 26, 2026

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

Owner of Record2 Individual Names on Record
Mailing Address5597 HERITAGE OAK DR, TRABUCO CANYON, CA 92679-1657
OccupancyOwner Occupied
Owner TypeIndividual
VestingJoint Tenants

Deeds, Mortgages & Sale History

DateDocument
May 15, 2026Deed of Trust, Mortgage · Conventional Mortgage
AMWEST FUNDING CORPORATION
Dec 19, 2025Deed of Trust, Mortgage · Commercial Mortgage
DREW ANH NGUYEN
Aug 25, 2023Deed of Trust, Mortgage · Commercial Mortgage
VAL-CHRIS INVESTMENTS INC
May 18, 2022Grant Deed, Transfer · Conventional Mortgage
PMAC LENDING SERVICES INC

Assessor's Deed Record

Deed Names2 Names on Deed
Last SaleMay 18, 2022 · Amount on Record
Deed SaleMay 18, 2022 · Amount on Record
Deed Document Number2022184941
Record UpdatedSep 20, 2026

May 2026: Deed of Trust, Mortgage

Document TypeDeed of Trust
JurisdictionORANGE CA
Recording DateMay 15, 2026
Property Address5597 HERITAGE OAK DR, TRABUCO CANYON, CA 92679-1657
Document Number0000141683
Instrument DateMay 11, 2026
Instrument2026141683
Transaction TypeMortgage
Record UpdatedJul 12, 2026
Title CompanySTEWART TITLE/NW FLORIDA, STEWART TITLE OF CALIFORNIA

Transferred To (Grantee/Buyer)

NameVerified Name
RelationshipJoint Tenants, 205
Address5597 HERITAGE OAK DR, TRABUCO CANYON, CA 92679-1657
InvestorPossibly a Property Investor

Mortgage

Document Number0000141683,
DateMay 15, 2026
Instrument2026141683
Lender
NameAMWEST FUNDING CORPORATION
Agreement
TypeConventional Mortgage
AmountAmount Recorded
Term360 Months
DueJun 1, 2056
Interest
Rate TypeFixed Rate
Rate6.37%
Initial TypeFixed Rate
Max Rate-1%

December 2025: Deed of Trust, Mortgage

Document TypeDeed of Trust
JurisdictionORANGE CA
Property Address5597 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Transaction TypeMortgage
Record UpdatedJan 6, 2026
Title CompanySTEWART TITLE, STEWART TITLE OF CA INC

Transferred To (Grantee/Buyer)

NameVerified Name
Address5597 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657

Mortgage

Document Number0000351362
DateDec 19, 2025
Instrument2025000351362
Lender
NameDREW ANH NGUYEN
TypePrivate Party
Address17191 MARINA VIEW PL, HUNTINGTON BEACH, CA 92649
Agreement
TypeCommercial Mortgage
AmountAmount Recorded

August 2023: Deed of Trust, Mortgage

Document TypeDeed of Trust
JurisdictionORANGE CA
Property Address5597 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Transaction TypeMortgage
Record UpdatedSep 7, 2023
Title CompanyPACIFIC COAST TITLE COMPANY

Transferred To (Grantee/Buyer)

NameVerified Name
Address5597 BERITAGE OAK DRIVE, LAKE FOREST, CA 92679

Mortgage

Document Number0000207620
DateAug 25, 2023
Instrument2023000207620
Lender
NameVAL-CHRIS INVESTMENTS INC
TypeNon-Lending Institution
AddressIRVINE, CA 92614
Agreement
TypeCommercial Mortgage
AmountAmount Recorded

May 2022: Grant Deed, Transfer

Document TypeGrant Deed
JurisdictionORANGE CA
Recording DateMay 18, 2022
Property Address5597 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657
Document Number0000184941
Map ReferenceMB 981 PG 4-17
Instrument DateApr 16, 2022
Instrument2022000184941
Transaction TypeTransfer
Record UpdatedSep 29, 2022
Title CompanyFNTG BUILDER SERVICES

Transaction

AmountAmount Recorded
DownpaymentDownpayment on Record
Loan-to-Value (LTV)LTV on Record
Tax$0.00
Amount AccuracyRounded by County
Additional
  • Arm's Length

Transferred From (Grantor/Seller)

NameVerified Name

Transferred To (Grantee/Buyer)

NameVerified Name
RelationshipJoint Tenants
Address5597 HERITAGE OAK DR, LAKE FOREST, CA 92679-1657

Mortgage

Document Number0000184942
DateMay 18, 2022
Instrument2022000184942
Lender
NamePMAC LENDING SERVICES INC
TypeMortgage Company
Agreement
TypeConventional Mortgage
AmountAmount Recorded
Term361 Months
DueJun 1, 2052

Tax Assessment & Valuation

Source: Orange County assessment roll, as of August 6, 2025

Property Jurisdictions

TypeName
StateCalifornia
CountyOrange County
MunicipalityLake Forest City
Unified School DistrictSaddleback Valley Unified School District (KG - 12)

Tax Bill & Assessment History

YearTax BillAssessed Value
2025$16,005.00 (+4.17%)$1,547,304 (+4.04%) Land $308,520 Building $1,238,784
2023$15,364.00 (+122.34%)$1,487,221 Land $296,539 Building $1,190,682
2022$6,910.00

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 ZoneZone X
minimal risk
Flood Insurance RequirementNot required
lenders may require it
Nearby Flood Policies2 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 RiskHigh
above 81% of the US · above 59% of California
Wildfire Likelihood0.8% annual chance
ExposureDirect
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 SystemIRVINE RANCH WATER DISTRICT
serves 450,323 people · EPA ID CA3010092
Water SourceSurface water
Last State InspectionNov 2023
LeadUnder 1 ppb (2023–2025)
action level 15 ppb

Violations Reported to EPA

Water QualityNone
last 10 years
Treatment and ProcedureNone
last 10 years
Monitoring and ReportingNone
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

ProviderMax 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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