We help our clients negotiate life
A few of the services we offer
Through the years when my clients asked for my recommendations for a trustee/successor trustee, personal representative, or guardian of property, I frequently introduced them to Elizabeth. They were always very pleased with her professionalism, attention to detail, and caring personality. Her communications to beneficiaries were timely and clearly written.
Elizabeth and her team demonstrated exceptional fiduciary service, including excellent documentation. If all my fiduciary clients had such well-documented files, it would make my job easier.
Our firm prepares income tax returns for several of Elizabeth's clients, including trust returns and personal returns. When she or one of her team members brings income tax documents to our office, we know that everything we need is included in the package and that preparation of the return will go smoothly.
“I serve as the Power of Attorney for my elderly relatives, who reside at Cypress Village in Jacksonville, FL. I live in North Carolina.
As my relatives began to require more extensive help, I found that I needed someone local who I could trust to look after some of their needs on a weekly basis. Heritage Financial & Fiduciary Services came highly recommended, and they have not disappointed over the years they have been providing services.
In my estimation, Elizabeth and her team are the strongest professionals in their field, and I highly recommend them.”
As an attorney and the trustee of several trusts, I have been fortunate to work with Elizabeth Williams in both her prior position as trust officer of a bank, as well as a continuation of those services for many years through Williams Financial & Fiduciary Services, LLC (now Heritage Financial & Fiduciary Services, LLC). Elizabeth is the consummate professional – efficient, knowledgeable and always a reliable and valued partner in serving our common clients. I would not hesitate to recommend her services without reservation, and have done so on many occasions.