True Stories
Since 1994 we've been helping families deal with difficult, messy, and complicated matters. And you can bet we've accumulated some amazing stories and friends. Here's a collection of a few of our greatest successes. Do note, names have to be changed!
A Too Good To Not Be Fraud Kind of Deal
Listening and communication are some of the most important skills that we need to be successful in life. This is just as true when it comes to honoring our clients and helping them reach their estate planning goals, take care of their needs, and provide for their loved ones. Family dynamics can sometimes complicate these well-intended plans, but with our knowledge and skills, Heritage Trust can help to navigate through these challenges. Read more….
A Brighter Future Through Mediation
As trustee, we have a fiduciary duty of loyalty, of prudence, and to act in the best interest of our clients. Over the years, we have developed many tools to aid us in these efforts. Our goal is to ensure that all of our clients thrive in whatever their future endeavors may be. Olivia’s story is another successful example of fulfilling our duties as trustee and using our tools to create another bright future. Read more....
Family Politics and Last Wishes Unfulfilled
The dignity of our clients and their final wishes are some of the most critical components of our ability to care for those we have been trusted to assist. That’s what makes Heritage innovative in our approach to handling client issues and concerns. With examples like George’s story, we add the human element to client legacies. Read more....
The Art of Communication
Northern New Mexico has a well-earned reputation as a home to many artists and creative people. We’ve always taken special pride in serving this community and their specific needs. We know, first hand, that managing wealth for artists and art collectors often entails a certain creativity in itself! Read more....
A Legacy of Charitable Giving Fulfilled
When Heritage Trust was appointed successor trustee to settle the estate of Margaret: two years after her death, six charitable organizations whom she had selected to receive her legacy had no idea of the extent of disarray created by the prior trustees. Read more....
Life, Uninterrupted
We’re able to navigate situations like Henry’s this quickly, creatively and effectively because of our independent nature. We’re not a bank. We’re very flexible and a decidedly human organization. We secured Henry’s assets from further exploitation, and matched Henry with care providers that enable him to live out his life as he desires, and deserves. Read more....
From the "You Can't Make This Stuff Up," File
Once there was a trustee responsible for two trusts, only it turned out there was a third trust with more trustees, and then later, lo and behold, a fourth trust, with, yes, another trustee to boot. Which begs the question: How much Trust can a Trustee Trust if a Trustee could Trust Trust?
(When the Trustee is Heritage Trust, the answer is: a lot). Read more....
63 Cats and 16 Chihuahuas
We're an unconventional trust company. We do things banks would not even consider, like relocate 79 pets. No, seriously. Read more....