At Heritage Trust, we help clients protect their families, their assets and their legacies.
Administering an estate or acting in a fiduciary role can be time consuming and difficult, especially when one is dealing with the illness or loss of a loved one. Heritage Trust helps beneficiaries and stakeholders navigate through a challenging environment and time.
Heritage Trust also has extensive experience partnering with business families to achieve their long term strategic, wealth and family objectives. Finally, in full compliance with all regulatory and business requirements, Heritage Trust regularly acts in the role of escrow agent.