Trust and 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.

A variety of services are offered which include:

  • Trustee
  • Investment Management & Financial Planning
  • Custodial Services
  • Estate Planning
  • Probate & Estate Settlement

Heritage Trust provides personal trust and investment services to clients across the country!

Click here to visit Heritage Trust Company.