Heather Dolan serves as a Fiduciary Assistant at Peak Trust Company’s Alaska office, a role she has held since 2021. As part of the fiduciary administration team, Heather supports Fiduciary Officers in managing all aspects of trust account oversight including records maintenance, transaction processing, preparing client communications and annual tax coordination. She excels in providing accurate, timely responses to client inquiries and partner requests.
In her work, Heather upholds strict procedures around account security, documentation, compliance protocols and maintaining excellent service levels. She plays a crucial coordination role by assisting Fiduciary Officers with beneficiary correspondence, money movement, brokerage interactions and day-to-day account administration.
A lifelong Alaskan, Heather joined Peak Trust Company after working as a trust and estates paralegal at a local law firm, leveraging her background in estate planning legal support. She earned her Associate of Applied Sciences degree in Paralegal Studies from the University of Alaska Anchorage.
In her free time, Heather enjoys biking and hiking to soak up the Alaska sunshine. As part of Peak’s trust administration team in Alaska, she provides excellent organizational skills and attention to detail in support of smooth trust account management and operations.
