First National Bank’s Trust Services department offers a personalized and confidential approach to helping our customers achieve their financial objectives. We accomplish this by providing trusted advice in the areas of personal trust, investment management, and estate and financial planning.
We offer a full range of trust products and services that are designed to meet the varying needs of our customers. These products and services include:
- Estate Planning and Settlement Services
- Investment Management Services
- Managed or Self-Directed IRA’s
- Trust Administration Services
- Health Savings Account (HSA) Investment Accounts
First National Bank is experienced in the administration of many different types of trusts, including:
- Living Trusts
- Trusts Under Will
- Charitable Trusts
- Irrevocable Life Insurance Trusts
- Trust for children
- Special Needs Trust
The most important step in a successful estate plan is to work with professionals who truly care about you and your family. When you choose First National Bank for your Trust and Investment needs, you will receive trusted advice and personalized, confidential service. However, the most important benefit of working with First National Bank Trust Services is having the peace of mind knowing that we are here to serve your trust, estate and investment needs now and for years to come.