About
Elizabeth Riker Williams, founder of Heritage Financial & Fiduciary Services, LLC, is a Certified Trust and Fiduciary Advisor (CTFA) and has been in the financial services industry for over 30 years. Elizabeth and her team partner with clients’ attorneys, investment advisors, accountants, and other advisors. Her firm supports individuals serving as trustee, personal representative, or guardian with services including trust administration, estate settlement, and accountings. Elizabeth serves as trustee, personal representative, or professional guardian of property. She provides litigation consulting and expert witness services. Her firm also provides services for bill payment, account reconciliation, organizing documents, budgeting and cash flow planning, philanthropic planning, and multi-generational planning. Originally from Gainesville, Florida, Elizabeth has lived in Jacksonville, Florida for over 30 years. She earned her Bachelor’s degree from the University of Florida and was awarded the Phi Beta Kappa designation. She graduated with High Honors from the National Graduate Trust School at Northwestern University.
