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One of the most important decisions in creating your estate plan may be who to name as trustee of your trust or executor of your estate. By law, your trustee is required to protect the assets you put into your trust or estate, to manage and care for them as you instruct ...ncy |
Online Special Services
Online Special Services includes a wide range of features for businesses that have ongoing needs for processing ACH transactions (including payroll deposits), transferring between multiple accounts, scheduling transfers or other cash management services. It is ...
Heritage Bank Wealth Management
At Heritage Bank, we understand that creating, protecting and distributing wealth is important to the financial security of you and your family, which is why we have partnered, exclusively, with an award-winning investment services firm to create H...elow.
Sure, you can get a Savings Account just about anywhere these days. At Heritage Bank, our savings solutions are just one part of the full service relationship we offer our customers. Learn which savings account fits your needs by selecting an account below or by contactin...nbsp;
Health Savings Accounts (HSAs)
As employers continue to deal with today’s economic challenges, health insurance often becomes a casualty of the budget cuts. If you offer employees a High Deductible Health Plan (HDHP), you may want to tell them about the HSA opportunities availab...tive.
The Heritage Bank Switch Kit
We keep it simple
With Heritage Bank’s Switch Kit, you have the documentation you need to move all your accounts and automatic transactions to Heritage Bank. From authorization forms to a handy checklist, you can be assured that the process will ...sier.
At Heritage Bank, you’re not just a number. Our Commercial Bankers are committed to taking the time to getting to know you and your business. Your goals and your challenges. Your needs and your expectations.
If you’d like to learn more about how Heritage can h...elow.
Just when you thought Online Banking could not get any easier, it does! Our new and enhanced online banking gives you 24-hour access to check all your account balances, pay bills and make transfers right from the Relationship Summary Page! You can now track your expense... day.
Business Edition® Visa® Card
The Business Edition® Visa® Card offers many benefits, such as competitive rates, no annual fee*, and online access to view transactions and track business expenses.
No annual fee.*
Separate business a...maha.