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Preferred Legacy_Portfolio_Covid19 Resou

Clients and Friends,


To start, we hope that you and your family are healthy and doing well. These are challenging and unpredictable times for us all. The safety and health of our staff, clients, families, and the communities in which we live and work are and will always be our top priority.


We understand that this is a busy time of year and one in which our clients communicate more frequently with their advisors. We want to assure you that our Preferred Legacy Trust Company (PLTC) professionals remain available to assist you with your current needs. The methods by which you communicate with your advisor may differ, but the same level of quality delivered by the professionals you know and trust will remain the same.


As part of our business model we have constructed preparedness plans to ensure continuity of services to our clients, as well as to keep our clients informed of the latest changes as they push down from the federal government. In that regard, CRI, our parent company, has compiled various COVID-19 Resources, and will update this with information as things change. Our PLTC professionals, in partnership with CRI, are continuously monitoring these updates, both at the federal and state levels, and we aim to communicate their impacts to our client base as the official guidance is determined.


In the interest of “social distancing,” as recommended by the CDC and federal government, to help limit the transmission of COVID-19, we suggest the following in regards to your relationship with PLTC. 

  • If you have electronic documents or statements you wish to get to your relationship manager, please remember that PLTC offers ShareFile, an option for transferring your information to your PLTC advisor securely. Check out our ShareFile FAQ here.

  • Please let your PLTC professional know via email if you need a ShareFile link to upload your documents, and we will happily send you one.

  • If you still prefer to meet with your advisor, please call or email them beforehand to coordinate the meeting. Some of our advisors are working remotely and may need to plan ahead. Thank you in advance for your cooperation in this matter! You can find the location phone number here.

The steps taken to protect our professionals and our clients in helping slow the transmission of this virus will not impede our ability to continue to meet your needs. Our company is open, and we are focused on you and your business.


We will communicate with you regularly, and we invite you to explore the resources and follow the latest developments at If you have any questions or concerns, please do not hesitate to reach out to your PLTC Relationship manager at


Thank you for allowing us to serve you. We are proud to work with you as we navigate this trying time together.


Stay well,


Denise M. Penz

President and CEO
The Preferred Legacy Trust Company

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