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.
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
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.
Who is Estate Planning For?
First Bank & Trust Estate Planning
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.”
“ Friendly staff, great service. I'll never bank anywhere else.”