Trust & Estate Planning Services

Trust and estate planning services are provided by our partner, Heritage Trust Company.* You will receive personal service from an experienced staff with a commitment to quality.


Services offered include:

  • Trustee
  • Investment management and financial planning
  • Custodial services
  • Estate planning
  • Probate and estate settlement

Heritage Trust Company* provides personal trust and investment services to clients across the country.

Visit Heritage Trust Company

* Not FDIC insured | May lose value | Not bank guaranteed | Not a deposit | Not insured by any federal government agency

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