5617 Heritage Oak Dr, Lake Forest (Trabuco Canyon), CA 92679 Property Records

Orange County property record for 5617 Heritage Oak Dr, Lake Forest, CA 92679

Property Summary

Property Type	Single Family Home
Details	4 bd · 4 ba · 3,712 sqft · built 2021
Lot Size	0.135 acres (5,920 sqft)
Owner	Individual Name on Record
Last Sale	$1,860,000 (Jan 2022)
Tax Bill	$20,558 (2025)
Deeds & Mortgages	Aug 2026 Line of Credit Jan 2022 Sale & Mortgage + 2 more
Flood Zone	Zone X (minimal risk)
APN	`606-522-56`

Property Details

APN / Parcel Number

Primary APN	`606-522-56`

Interior

Bedrooms	4 Beds
Full Baths	4 Baths
Half Baths	1 Half Bath
Building Area	3,712 sqft Living Area

Exterior

Year Built	Built 2021
Lot Area	5,920 sqft (0.135 acres)
Garage Area	487 sqft
Parking Spaces	2 Parking Spaces

Location & Zoning

Street Address	5617 HERITAGE OAK DR
City	LAKE FOREST
State	CA
Zip	92679-1658
Property Category	Residential
Property Type	Residential > Single Family > Home
Legal Description	N TR 17300 BLK LOT 67
Legal Tract	17300
Legal Lot Number	67
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 are on file and can be viewed instantly on this page with a free 10-day trial.

Owner of Record	Individual Name on Record
Co-owner	Co-owner on Record
Mailing Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658
Occupancy	Owner Occupied
Owner Type	Individual

Deeds, Mortgages & Sale History

Date	Document
Aug 20, 2026	Deed of Trust, Mortgage · Line of Credit SCHOOLSFIRST FEDERAL CREDIT UNION
Jan 18, 2022	Grant Deed, Transfer · Conventional Mortgage HOME POINT FINANCIAL CORPORATION
Dec 9, 2021	Grant Deed, Transfer ACCOMODATION, ACCOMMODATION
Nov 29, 2021	Grant Deed, Transfer FIDELITY NATIONAL TITLE, FIDELITY NATL TTL BUILDER SV

Assessor's Deed Record

Deed Names	2 Names on Deed
Last Sale	Jan 18, 2022 · Amount on Record
Deed Sale	Jan 18, 2022 · Amount on Record
Prior Sale	Dec 9, 2021
Deed Document Number	2022000023233
Record Updated	Oct 29, 2026

August 2026: Deed of Trust, Mortgage

Document Type	Deed of Trust
Jurisdiction	ORANGE CA
Recording Date	Aug 20, 2026
Property Address	5617 HERITAGE OAK DR, TRABUCO CANYON, CA 92679-1658
Document Number	0000236532
Instrument Date	Aug 11, 2026
Instrument	2026236532
Transaction Type	Mortgage
Record Updated	Sep 9, 2026
Title Company	NONE LISTED ON DOCUMENT

Transferred To (Grantee/Buyer)

Name	Verified Name
Relationship	Community Property, 149
Address	5617 HERITAGE OAK DR, TRABUCO CANYON, CA 92679-1658

Mortgage

Document Number	0000236532,
Date	Aug 20, 2026
Instrument	2026236532

Lender

Name	SCHOOLSFIRST FEDERAL CREDIT UNION

Agreement

Type	Line of Credit
Amount	Amount Recorded

Interest

Rate Type	Adjustable Rate
Initial Type	Adjustable Rate
Adjustable	Adjustable Rate Rider
Max Rate	-1%

January 2022: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	ORANGE CA
Recording Date	Jan 18, 2022
Property Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658
Document Number	0000023233
Map Reference	MB 981 PG 4-17
Instrument Date	Jan 7, 2022
Instrument	2022000023233
Transaction Type	Transfer
Record Updated	Sep 29, 2022
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
Relationship	Community Property
Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658

Mortgage

Document Number	0000023234
Date	Jan 18, 2022
Instrument	2022000023234

Lender

Name	HOME POINT FINANCIAL CORPORATION
Type	Mortgage Company

Agreement

Type	Conventional Mortgage
Amount	Amount Recorded
Term	361 Months
Due	Feb 1, 2052

Mortgage

Document Number	0000023235
Date	Jan 18, 2022
Instrument	2022000023235

Lender

Name	SPRING EQ LLC
Type	Mortgage Company
Address	LIMA, OH 45801

Agreement

Type	Line of Credit
Amount	Amount Recorded
Term	360 Months
Due	Jan 14, 2052

Interest

Rate Type	Adjustable Rate
Change Frequency	Monthly

December 2021: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	ORANGE CA
Recording Date	Dec 9, 2021
Property Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658
Document Number	0000741909
Map Reference	MB 981 PG 4-17
Instrument Date	Dec 7, 2021
Instrument	2021000741909
Transaction Type	Transfer
Record Updated	Sep 29, 2022
Title Company	ACCOMODATION, ACCOMMODATION

Transaction

Tax	$0.00
Amount Accuracy	Transfer Tax Exempt
Additional	Arm's Length

Transferred From (Grantor/Seller)

Name	Verified Name

Transferred To (Grantee/Buyer)

Name	Verified Name
Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658

November 2021: Grant Deed, Transfer

Document Type	Grant Deed
Jurisdiction	ORANGE CA
Recording Date	Nov 29, 2021
Property Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658
Document Number	0000722946
Map Reference	MB 981 PG 4-17
Instrument Date	Apr 16, 2021
Instrument	2021000722946
Transaction Type	Transfer
Record Updated	Sep 29, 2022
Title Company	FIDELITY NATIONAL TITLE, FIDELITY NATL TTL BUILDER SV

Transaction

Amount	Amount Recorded
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
Relationship	Tenants in Common
Address	5617 HERITAGE OAK DR, LAKE FOREST, CA 92679-1658

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	$20,558.00 (+4.03%)	$1,973,846 (+4.04%) Land $837,981 Building $1,135,865
2023	$19,762.00 (+43.78%)	$1,897,200 Land $805,441 Building $1,091,759
2022	$13,745.00

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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