At Heritage Trust, we are all about customer convenience and ease of use. That's why we've now made our Client Information Sheet and Discretionary Distribution Form available on our website. Use the Client Information Sheet to submit address, phone number or email changes as well. You can also electronically request disbursements and even upload receipts, invoices or any other documents regarding your request using the Distribution Request Form. So easy to use, simply fill out the forms online and click on the submit button.

Link to Client Forms Online

Heritage Trust is proud to offer our Green Exchange-Traded Funds Investment Model Program for our socially and environmentally minded clients. Interested in finding out more about our Green ETF Investment Models? Click the document link below for more information.

HTrust Green ETF Invesmtent Models: Information Guide

We know your family comes first. That is why we provide the talent, tools, and techniques to manage your personal and financial affairs. Details about our first-rate services can be found in the document link below.

Heritage Family Offices Information

In July 2018, the William F. Mann Revocable Trust granted a generous endowment to the Albuquerque Community Foundation, giving much needed scholarship money to college-bound New Mexican students. Heritage Trust was a proud to facilitate in this endeavor, helping to ensure that Mr. Mann's legacy lives on through the lives of the students his generosity will benefit and the lives he will change.

We recently held an Open House celebrating our new office space and welcoming Jonathan Williams as Trust Officer. It was a great event, with wonderful food provided by Mante's Chow Cart and live music with Chipper Thompson. Thanks to all those who attended and made it an incredible evening!