First Bank’s Wealth Management & Trust offers personalized, confidential, and transparency to helping our customers achieve their financial aspirations. We accomplish this by providing trusted advice on personal trust, investment management, estate, and financial planning.
We offer a full range of trust products and services designed to meet the needs of our customers. These products and services include:
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Estate Planning and Settlement Services
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Investment Management Services
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Managed or Self-Directed IRA’s
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Conservatorships
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Trust Administration Services
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Health Savings Investment Accounts
First Bank is experienced in the administration of many different types of trusts, including:
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Living Trusts
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Trusts Under Will
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Charitable Trusts
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Irrevocable Life Insurance Trusts
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Trusts for children
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Special Needs Trust