Conveniently store and access your important documents and health information.
At Trustee Services Group, we intimately understand what is needed to efficiently serve a client and their family upon a client’s incapacity or passing. In fact, we have a specialized division, known as the Estate Services Group, which is daily focused upon exactly this.
We also know that between now and the time those services are required, life continues to happen . . . health issues arise, new accounts have been opened, place of residence changes, different insurance is obtained, etc.
To provide peace of mind in knowing that your team is timely kept up to date, we are pleased to offer the Heritage Vault, a personal and secure place for you to store and update the important documentation and information which can quickly and conveniently be accessed when needed.