Our goal at Heritage is to provide services and solutions to help older members of our community with fiduciary services (court approved trusts, conservatorships, etc.), financial management, estate planning options and living and care issues.  These solutions are offered with professionalism, compassion, empathy and understanding.

 

Libby Crom is the founder/Manager of Heritage Fiduciary & Asset Mgmt,.LLC

She has 25 years experience working in two Salem banks as an accomplished Sr. Trust Officer administrating trusts, estates, conservatorships and Powers of Attorney as well as in investment management.

  • Over 30 years total experience in the financial services industry in Salem, Or.
  • Attended the University of Oregon.
  • Experience and training in working with older people, hospice, home health care, family dynamics, case managers and social workers.
  • Well known in the community through Boards served on, volunteering and is a native of Salem.
  • Knowledge of Assisted Living & Nursing Home facilities from the client’s viewpoint and administration
  • Served as a director on the Board of Boys & Girls Club of Marion & Polk Counties for 13  years
  • Member of Willamette Valley Estate Planning Council and past President
  • Past member of Oregon Banker’s Association, Trust Committee
  • Member Salem area Chamber of Commerce
  • Member of American Assoc. of Daily Money Managers

We are not attorneys and cannot give legal advice or prepare legal documents

 

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