You're in Control of Your Wealth
Wealth can come from many places, but you decide where it goes. At First Bank & Trust, our wealth management team will help ensure it gets there.
Trust Services
A trust ensures your estate and assets reach the people and organizations that matter to you. When you establish a trust, you are transferring assets to a trustee of your designation who will manage them during your lifetime. This trustee can be First Bank & Trust or another person.
With objectivity and foresight, our advisors address your and your beneficiaries’ needs. We provide trust administration services for:
- Trusts that hold a business (LLC, partnership, S corp, etc.)
- Revocable living trusts
- Special needs trusts
- Irrevocable trusts
- Dynasty trusts
- Life insurance trusts
- Change of situs trusts
- Charitable trusts
- Conservatorships
- Testamentary trusts
Special Asset Management Services
Comprehensive management services for complex assets. Contact our wealth management team to learn more about our special management areas.
- Real estate assets
- Closely held assets
- Oil, gas, and mineral rights
- Loan assets
Financial Services
Elect First Bank & Trust as trustee to relieve stress with day-to-day finances. We can disburse money from accounts and handle personal money matters, including:
- Medical insurance management
- Financial management
- Bill paying
- Annual tax preparation
Custody Services
You direct your investments while we handle the safekeeping. We take care of all routine investment duties, collect your matured or called bonds, and sell or exercise stock rights on your behalf. Monthly or quarterly, we collect and remit income and report on all transactions. At the end of the year, we provide you with a complete tax ledger—making your tax return filing that much easier.