Heather Swears came to Morgan & Getzan in 2021 with a strong background in Banking and Audit Compliance. As the firm’s trust funding coordinator, she is responsible for transferring clients’ assets to their trusts, serving as the liaison between clients and their financial institutions, and assisting members of our Legacy Protection Program in keeping their assets properly titled. Heather is also responsible for post-death administration and trust settlement. Funding, monitoring, and settling our clients’ trust-based estate plans is an enormous job that requires an understanding of a wide range of financial assets as well as a great deal of patience and persistence. In her spare time Heather enjoys spending time with her children and being involved in her community.