Personal Trust Services

Ensuring proper management of your estate plan is a key component to your family's financial security. The administration of a trust or an estate has unique challenges that can be overwhelming to you and your family. At Heritage Wealth Advisors, our experienced fiduciary professionals have the knowledge and expertise to assume the complex administrative duties, investment strategies and tax reporting requirements necessary to support trusts and estates.

Whether you choose to name an individual to serve as your executor and trustee, or are considering a corporate institution, Heritage Wealth Advisors is committed to providing you with the best in Personal Trust Services solutions. We take pride in collectively working with you, your family members, and your other professional advisors to preserve your wealth for future generations. 

Heritage Wealth Advisors offers comprehensive administrative, investment and tax services for the following types of accounts:

For Individual Trustees and Executors:

• Estate Settlement
• Revocable Living Trusts
• Grantor Retained Annuity Trusts
• Irrevocable and Testamentary Trusts-such as Family, Marital and Generation Skipping Trusts
• Charitable Remainder Trusts
• Charitable Lead Trusts
• Special Needs Trusts
• Private Foundations and Endowments

For those seeking corporate trustee solutions, Heritage Wealth Advisors offers an open architecture which allows for the separation of trust administrative duties and asset management, giving you the ability to customize your Personal Trust Service. This unique solution gives you the flexibility to continue your investment management relationship with your current financial advisor while naming a separate administrative corporate trustee.