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Trust Services

Secure a better future for you and your loved ones.

You can trust us with the most sensitive matters

As time passes, we all have some big decisions to make. How can we use our assets to leave a lasting legacy? Who will see that our estate is handled according to our wishes? And how can we make sure loved ones with special needs get the attention they deserve? When life gets serious, First National Bank is ready to assist you every step of the way.

 

General Trust Services

  • Register assets and hold for safekeeping in the name of First National Bank or its nominee
  • Collect, distribute, or accumulate income
  • Pay bills and file insurance claims
  • Handle trust investments
  • 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
 

Estate Administration Services

  • Collect assets and information regarding the estate
  • Inventory estate assets
  • Property appraisal
  • 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
  • Distribute estate as directed by will or law
  • Prepare final accounting for Probate Court
 

Guardianship Services

  • Manage assets
  • Manage the financial affairs of incapacitated individuals
  • Monitor cash requirements, sell assets if required
  • Pay debts and settle claims
  • Manage income
  • Oversee income tax processing and payment
  • Prepare complete accounting of transactions and assets for Probate Court
 

Agent or Power of Attorney Services

  • Safekeeping of securities and documents
  • Collect income on held assets
  • Pay bills and file insurance claims
  • Manage investments or execute investment transactions
  • Oversee income tax preparation
  • Provide accounting of transactions and asset valuations
 

Qualified Retirement Plan Services

  • Pension plans
  • Profit sharing plans
  • 401(k) plans
  • SEPs, IRAs
 

Escrow Agent

  • Bank holds property, pending satisfactory completion of transaction, between two or more parties
 

Bond Agent / Trustee Services

  • Serve as paying Agent or a Trustee of a bond
  • Provide additional services as specified