Pawleys Island, SC
Phone: (843) 237-7776
Toll Free: 1-866-287-6002

Trust & Investments


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Trust Management
(Sungard Trust Connect Login)
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Discount Brokerage
(Sorrento Login)


Personal Trusts

Palmetto Heritage Bank & Trust offers a broad range of personal trust services which can be designed to accommodate your needs. Palmetto Heritage Bank & Trust will handle your trust in a professional and efficient manner with the goal of providing the beneficiary and/or grantors their best possible return and management of assets as established in the trust document. The Bank, as Trustee will act impartially when making decisions and will act on behalf of our customer until the trust is terminated or transferred. These services include but may not be limited to:

  • Trust Administration - professionally managed trusts such as revocable, irrevocable, and charitable trusts.
  • Estate Administration - efficient, timely estate management and settlement.
  • Custody Service - portfolio management which provides you with required accounting information and management of income.
  • Reports - Complete accounting of transactions, tax reports, asset information and more.
  • Financial Planning - a personal plan designed to accommodate family circumstances, tax planning and regular review of your personal plan to accommodate any changes in tax laws.

Our trust professionals have an average of 30 years experience in trust and investment management and banking. They can assist you with any questions you might have concerning these and other services. Call Palmetto Heritage Bank at 843-237-7776 and ask to speak to one of our trust officers or make an appointment to meet with them to discuss your trust or investment plan.


ARE NOT FDIC INSURED
MAY LOSE VALUE
ARE NOT BANK GUARANTEED

Investment Products are not FDIC Insured, are not deposits or other obligations of, nor guaranteed by Palmetto Heritage Bank & Trust or any Federal Agency and involve investment risk including possible loss of principal invested.

Palmetto Heritage Bank & Trust's website links to third party websites on the internet. Palmetto Heritage Bank & Trust provides links to these websites only for convenience. The inclusion of these links are not endorsements by Palmetto Heritage Bank & Trust. The linked sites are not under the control of Palmetto Heritage Bank & Trust, thus, Palmetto Heritage Bank & Trust is not responsible for the content of any linked site or any link contained within a linked website.

 
 
   
 

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Many of the photos used on our website were taken by local area photographers, including Chuck Gee of Photographic Collections.