By creating a trust, you can be confident in leaving your legacy just as you want it. Let our highly experienced trust professionals assist you with a full range of trust services for every stage of life.
We use proven methods to successfully meet your long-term financial goals, including portfolios diligently monitored to meet personal considerations: your family's needs, the point you're at in your career, your tolerance for risk, etc.
Establishing a living trust is one of the most effective ways to ensure that your assets are protected and managed according to your directives. Our clients appreciate the way we work to fully understand what your goals are before putting a plan into action. We'll help determine which type of trust to establish, administer it with growing wealth in mind, and then implement it according to your wishes and the legacy you want to leave.
Your Legacy. Your Trust.
The professionals at First National 1870 are dedicated to administering your trust with objectivity, outstanding customer service, regulatory oversight, and the ultimate goal of protecting and maximizing your wealth.
Our trust solutions are comprehensive; we help with trustee appointment, trust administration, estate settlement services, and custody and asset administration. Our exceptional trustee services include:
- Investment management
- Custody of trust assets
- Collection of income from trust-owned assets
- Distribution of trust pursuant to your governing document
- Payment of trust expenses
- Tax reporting
- Statement generation
We are well-prepared to serve as corporate trustee of your revocable trust, irrevocable trust, marital trust, family trust, generation-skipping trust, QTIP trust, or charitable trust.
When you establish a revocable living trust with First National 1870, you’ll benefit from investment supervision and the professional management of assets within it. Plus, your degree of participation in the investment decisions is up to you.
Let our experienced team show you how your trust can make a difference for you and your family. Give yourself the gift of peace of mind that comes from knowing your loved ones will be cared for as you direct in your estate plan.
Investment and insurance products are not FDIC-insured, are not a deposit or other obligation of, or guaranteed by the bank or an affiliate of the bank, are not insured by any federal government agency and are subject to investment risks, including possible loss of the principal amount invested.