Volume IV | August 2019
Summer 2019 Newsletter
Celebrating our 25th Anniversary in 2019!
Wells Estate Bequest Given to New Mexico Chapter of the Nature Conservancy

The Taos community was deeply saddened to hear of the passing of local environmental activist, author, teacher and kinesiology doctor Christine L. Wells, Ph.D. earlier in 2019. As a passionate supporter of the natural wilderness in New Mexico, Chris wanted to make a lasting contribution to the causes of the Nature Conservancy here in our state, and Heritage Trust ensured that those wishes were met. The Christine Wells bequest was made in July 2019, and it's benefits will be felt and seen for years to come.
The Heritage Trust Green ETF Program
Ever wonder if there was a more socially and environmentally conscious way of investing?
Our company is pleased to provide our clients with just such an investment program that features investment plans in companies and industries that are socially aware and mindful of climate impact.
For more information, read about the HTrust Green ETF Program and the check out the HTrust Green ETF Fact Sheet.
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Heritage Trust Board of Directors
Our company believes in transparency and openness. That's why we are pleased to inform our clients about our current board members in addition to Fred Winter:

Trust and Estate Planning 101
Top 4 Articles to Get You in the Know
Have questions about Trusts and Estate Planning? You are not alone. At Heritage Trust, we strive to educate our clients on the ins and outs of estate planning. Below are a few links to help you get started with your estate planning decisions and what to expect.


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Heritage Trust Company of New Mexico |Phone (575) 758-7700 | Fax (575) 758-7736  | www.htrust.com