Trust Administration Services

Planning

First Trust & Wealth Management As Your Agent

Establishing a trust can be an excellent way to manage your assets. Naming a trustee is an important step to ensuring that your trust is protected. We are dedicated to providing professional trust advisory services, including operating as a corporate investment agent.

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Trust Administration Services Include:

Investment Management
Record Keeping and Reporting
Distribution Management
Tax Planning and Compliance
Fiduciary Services
Estate Planning
Legal and Regulatory Compliance
Trustee Succession Planning
Charitable Trust Administration

Consulting with trust administration professionals can provide peace of mind and help avoid legal or financial implications. We are here to help.

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Who & Why

Are Trust Administration Services Right for Me?

We often hear this question—who should work with a trust administrator or corporate trustee? The answer is anyone who is hoping for dedicated trust administration services that meet their specific goals and needs. With professionalism and experience, a First Bank and Trust corporate trustee will ensure that your interests and intentions are guaranteed. Communication and transparency are an integral part of our services, providing regular updates on trust performance, distributions, and noteworthy developments.

When considering trust administration there are many advantages that come with having a corporate trustee to contribute their consistent support and expertise.

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Estate Planning

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Estate Settlement

First Trust and Wealth Management is a division of First Bank and Trust Company, providing comprehensive asset management, wealth banking services, and trust and estate planning. It's important to remember that past performance is not a guarantee of future returns.

Investment Products: • NOT FDIC-INSURED • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE
Insurance Products: • NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY LOSE VALUE

Investment and insurance products and services are offered through Osaic Institutions, Inc., Member FINRA/SIPC. Osaic Institutions and the bank are not affiliated. Products and services made available through Osaic Institutions are not insured by the FDIC/NCUA or any other agency of the United States and are not deposits or obligations of nor guaranteed or insured by any bank, bank affiliate, credit union, or credit union affiliate. These products are subject to investment risk, including the possible loss of value.

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