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Agricultural Ag Trust Services

Ag Trust Services

Heritage Bank offers a wide array of trust services. We work according to your needs and provide professional expertise for:

Living/Revocable Trusts
Irrevocable Trusts
Charitable Trusts
Conservatorships
Life Insurance Trusts
Executorships

Features

  • Experienced, pruduent, professional management
  • Impartial professional services
  • Safeguarding customers' assets
  • Daily cash investments
  • Confidentiality
  • Recordkeeping

Benefits

  • Piece of mind knowing we are always available.
  • Privacy of your assets is maintained.
  • Financial security
  • Freedom from the burdens of managing an estate.
  • Convenience

     

Sharon K. Johnson
Executive Vice President and Trust Officer
P.O. Box 100, Holstein, Iowa 51025
1-800-245-4108
SharonJohnson@heritageiowa.com




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