Legal Firms

Relationship Banking Built for Your Business

Your firm deserves our legal industry expertise.

With years of legal experience, our team of dedicated bankers understands the many challenges of managing and growing a law firm, and it’s this practical knowledge that makes us uniquely qualified to build a banking experience with you in mind—a holistic, hands-on approach designed to meet the unique needs of your firm.

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Local Presence. Quicker Decisions.

All our bankers are connected directly to the decision-making process within Heritage Bank. We don’t have to reach out to third parties, which helps us get you what you need more quickly.

Partnership with a Real Person.

You need a go-to person you can call to help manage your business beyond the blueprint. Build a relationship with a real person who understands you and your firm’s unique goals.

A Legacy of Looking Ahead.

We believe in innovation, and we have the freedom to develop unique solutions that truly serve our customers and their businesses.

You deserve a bank willing to approach challenges from a different angle.

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IOLTA Accounts

We offer comprehensive IOLTA accounts designed to benefit the local legal foundations, alongside individual client trust accounts that generate interest for your clients.

Practice Succession

Continuity during partner buyouts, leadership transition planning, equity transfer and exit strategies is crucial to maintaining clients and financial stability. We offer tailored succession planning services to support the seamless transition of law firm partnerships and ownership. When you work with a Heritage banker, you’ll benefit from local decision-making and short approval times, giving you control and peace of mind during your firm’s transition.

Interested in Learning More?

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Trusted by Legal Firms and Associations:

Bundles Built for Large and Small Firms

We've got a range of banking solutions to fit your needs. Just talk to your banker about finding the package that’s right for your firm.

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Customized Banking Solutions

Every advantage for firms of every shape and size.

We have checking and savings accounts suited for the demands of growing your practice while providing real banking solutions to help you manage daily operations of your firm.

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Lending You Can Grow With

Meet every opportunity with lending options.

We offer tailored financing solutions to support your law firm’s growth, whether you’re improving, expanding or relocating. With up to 100% financing, interest-only payments that convert to fixed terms and flexible payment options during the draw period, we help keep costs low and manageable. Partner with a legal-specific banker who understands your industry’s unique financial challenges, offering expert guidance at every stage of your practice’s development.

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Focus On Your Finances

Treasury solutions to take your firm to the next level.

We’re here to help you streamline and secure your financial operations with products like Automated Clearing House (ACH) for efficient payments and collections, remote deposit capture for check processing and fraud prevention tools like positive pay. We work with you to understand your business, so we can build a custom package designed to meet your firm’s specific needs. 

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Heritage Direct

Track and Manage Your Money.

Customized Experiences

Heritage Direct has two customized experiences for businesses of all sizes. You will be placed in one of the experiences based on the digital banking services you use.
Control Cash Flow

We know you need a banking service that keeps pace with the way you do business. Our online banking service lets you have complete control of your cash flow in real time.
Business Bill Pay

Paying bills more efficiently gives you more time to focus on your business. Our bill pay allows multi-user permissions and dual control, customized reporting and scheduled billing, all with live chat support.

Experience a holistic, hands-on approach to banking.

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