We are excited to announce that Heritage Trust Company is going green by providing client statements in a secure and easy to access electronic format. Each quarter end account statement will be emailed to clients through ShareFile, our trusted program for providing sensitive documents via the web.

Providing email statements to clients is just one way we can make an impact on our environment while still making accounting accessible for all of our clientele. Don't want to receive email statements or do you want to update your email contact information? Click here to let us know.

Ever feel like you are drowning in monthly paper work and scrambling to organize everything when you would rather be traveling, focusing on your family or just being ready at tax time? If this rings a bell, consider what an agency account could do to help you streamline your fiscal fitness. Heritage Trust offers financial accounting and bookkeeping for our agency account holders. We act as your agent to implement your financial instructions, including paying your bills, monitoring and reconciling your accounts, providing you with quarterly statements, helping manage your investments and advisors, or even utilizing our own ETF investment program if you prefer. If you aren't cut out to be your own bookkeeper, we can help with that and so much more! We are always available to answer any questions or concerns you have. Contact us today for more information on how we can tailor an agency account to fit your needs.