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Trust Services

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Trust Services

The Family Heritage Trust Company administers many types of personal trusts, manages investment agency and IRA rollover accounts, and brings years of experience to estate settlements. Trusts are legal documents customized to take care of personal financial needs or goals. These vary from estate tax savings, gifting to your favorite charity, ensuring family members are financially secure, addressing the concerns of elderly or special needs heirs and beyond. Estate settlement or serving as the personal representative under a will can be a complicated, time consuming, and often frustrating process. We welcome the opportunity to serve as trustee/co-trustee for you and your family or as personal representative or co-personal representative under your will.