YOUR TRUST, OUR DUTY

Heritage Trust is a state-chartered, locally-owned, independent trust company, devoted to families and their advisors. We have offices in Taos, Santa Fe and Albuquerque, New Mexico, but we’re virtually everywhere. We’ve been working for traditional, non-traditional and modern families since 1994. We’re unique, just like your family.

 
Fiduciary - New Mexico Heritage Trust

Unlike A Bank

Unlike a bank, Heritage Trust is a locally-owned, independent trust company, devoted to families and their advisors. We're unique, just like your family.
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Estate Planning, Incapacity Administration

Our Services

We pride ourselves in finding creative solutions for our clients.
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Independent Local True - New Mexico Heritage Trust

True Stories

Since 1994 we've been working for New Mexico families. And you can bet we've accumulated some amazing stories and friends. Here's a collection of a few of the greatest remembrances.
You won't believe some of these...

 
The staff at Heritage Trust is extremely professional, well-prepared to answer my questions and address my concerns, and is always quick to respond to my requests. They are a delight to work with and I look forward to continuing to work with Heritage Trust in the future.
— Peggy Graham, Attorney at Law