|
Trust Services
 Contact Jeanie Kirkman at our Main Office in
Cloverdale 765-795-4221
First National Bank offers a wide range of Trust Services to meet your needs:
General Trust Services
- Register
assets in the name of the Bank or its nominee, and hold for safekeeping
- Collect income and distribute or accumulate income
pursuant to terms of the trust
- Pay bills and file insurance claims per trust's terms
- Handle trust investments per trust's instructions
- Oversee fiduciary tax returns and advise Grantor or
beneficiaries of income
- Periodically report on asset valuations and trust
transactions
- Distribute assets to beneficiaries when trust terminates
-
- Qualified Retirement Plan Services
- Pension plans
- Profit sharing plans
- 401(k) plans
- SEPs,
IRAs
-
- Estate Administration Services
- Collect assets and information regarding the estate
- Inventory estate assets and have property appraised
- Pay debts and settle claims against estate
- Collect income on estate assets
- Manage, maintain and protect the estate during the
settlement period
- Oversee processing of estate, inheritance and income taxes
for the estate
- Distribute estate as directed by will or law if there is
no will
- Prepare final accounting for Probate Court
-
- Guardianship Services
- Manage the financial affairs of incapacitated individuals
- Manage assets of individual
- Monitor cash requirements, sell assets if required
- Pay debts and settle claims of individual
- Manage individual's income
- Oversee income tax processing and payment
- Prepare complete accounting of all transactions and assets
for Probate Court
- Agent or Power of Attorney Services
- Safekeeping securities and documents deposited
- Collect income on held assets
- Pay bills and file insurance claims as directed
- Manage investments or simply execute investment
transactions as directed by client
- Oversee income tax preparation
- Provide accounting of transactions and asset valuations
-
- Escrow Agent
- Bank holds property pending satisfactory
- completion of transaction between two or more parties
-
- Bond Agent / Trustee Services
- Serve as paying agent and/or trustee of a bond issue,
- and other services outlined in the bond issue
Back To Top
Email Us,
Banking Centers, Products
& Services,
Corporate Officers,
Our
Privacy Policy
Copyright 1999-2006 FirstNationalBank
HOME
|