Trusts are like promises to loved ones or others who may receive your assets when you pass on. They're an important step in establishing your legacy. Heartland can help with Trust accounts that protect your wealth from costly estate taxes to help ensure the financial well-being of your family. We offer a variety of savings and checking products to help you manage the funds in your Trust. It’s just one more way we’re here for you today, tomorrow, and beyond.
Work with your professional estate planner or attorney to create a trust agreement, and then contact us to establish any of these accounts for your Trust.