Estate Planning Services

Local Relationships

Your First Bank & Trust advisor is accessible. You will be able to communicate with your advisor in person at a local office, by phone, email, or even video conference. We seek to find common ground with you and truly get to know you while working towards your financial goals.

No Hidden Fees

We operate as a fiduciary, so you can rest assured that we have your best interest in mind when making recommendations. We are here to help you understand your goals, risk tolerance and options so you can be confident in your financial decisions.

Expert Services

 Our team is made up of experienced investment professionals who hold an array of certifications and licenses. We have strategic partnerships in the investment community, access to up-to-the-minute market research, and additional resources necessary to meet your goals and needs in an efficient and timely manner.

What to Expect With Estate Planning

Estate planning helps you take care of the people you care for with a seamless transfer of assets upon death or incapacitation. It requires professional investment management and the eventual administration of your trust and estate by experienced and impartial fiduciaries.

Estate planning gives you peace of mind and ensures open communication of your goals, minimizing family stress, conflict, and added expenses.

Everyone’s needs are different, so we provide estate planning tailored to support each client’s unique situation. We also appreciate that plans change, and we’re responsive and able to guide those changes.

Common Estate Planning Services Include:

  • Professional investment management.
  • Planning for distribution of assets.
  • Probate and estate taxes mitigation and compliance.
  • Impartial administration of your estate and trust settlement.
  • Planning for charitable giving.
We begin estate planning with an initial meeting where we learn about your estate, beneficiaries, and goals. This first meeting is usually the longest. Then we follow up with quarterly or bi-annual meetings. However, we are always here to help- by phone, email, or in person, or virtual meetings. That’s the benefit of working with local a local advisor who is invested in the community.

Who is Estate Planning For?

We often hear this question- who should work with an estate planner? The answer is anyone who wants to ensure a seamless transfer of their estate and assets upon their death or incapacitation. We work with individuals and couples of all ages and life situations to assure that their loved ones will not be saddled with additional stress and added expenses at a time when they are already grieving.

We often find that discussing estate and retirement planning concurrently can help people achieve their goals comfortably and with peace of mind.

First Bank & Trust Estate Planning

Our trusted and certified estate and financial planners are ethically bound to provide the highest standard of care. We do not use commission-based products, which means our sole motivation is to help you achieve your financial goals.

We have access to a wide variety of wealth and asset management resources to provide you the most beneficial recommendations based on your unique needs. The First Bank & Trust Wealth Management Division has a long track record of success.

A Long Track Record for Helping Our Clients

Great people and great service. I've worked with many banks - none better than First Bank and Trust.

Eric S.

“ Friendly staff, great service. I'll never bank anywhere else.”

Benjamin H.
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