First National Bank Trust Department Services

First National Bank is pleased to offer a full service trust department. Our trust department staff can assist you with a variety of estate and financial planning concerns which may arise with your family or business.

The planning and management of your assets can be a complex undertaking and the need for competent management is more important than ever. The assistance of knowledgeable professionals is both necessary and desirable if you are to attain your financial objectives.

Among the services provided, First National offers trust administration, estate planning, estate administration, and conservatorship and guardianship management. Each of these services can provide you with professional and cost effective assistance along with peace of mind.

Estate Planning
Proper estate planning can help ensure you accomplish your objectives in safeguarding your family in the event of your death and can help minimize the tax burden on you and your family. First National has personnel available for consultation on estate planning issues and can help you tailor a plan for your set of circumstances.

Financial Planning
With all the complex investment choices and estate and tax consequences associated with nearly every investment choice, the need for professional advice is critical. First National Bank has financial planning experts available to meet with you on a one one one basis to help you formulate a long term plan.


Investment Management Services
Staying on top of your investment decisions is difficult with today's fast-paced lifestyle. The trust professionals at First National will manage your investments for you using the most up-to-date financial techniques to maximize your return and minimize your risk. Professional investment management allows you to focus more time on your own business and family, knowing that your investments are in qualified hands.

Trust Administration
First National's trust administration services include management of both testamentary and inter vivos (living) trusts along with non-profit and charitable trusts and insurance trusts. Appointing First National as trustee ensures professional, competent management of trust assets.

Estate Administration
First National will serve as executor of your estate if you make such a designation in your will. Appointing First National executor ensures professional and efficient management of your estate and may eliminate an additional burden on your family at a difficult time.

Conservatorship and Guardianship Administration
First National also will serve as conservator or guardian for an incompetent adult or minor child. In such capacity, First National will oversee the management of the assets and will carry out all necessary reporting to governmental agencies and the court. Again, this service ensures that your family member's assets will be professionally and skillfully managed and can relieve you of the burden of oversight and reporting required by the court.

Our team of trust and investment management professionals is dedicated to providing clients with the highest level of professional, personalized, and quality services available. We invite you to acquaint yourself with our trust and investment management professionals. Please contact David Marttala or Glenda Phillips at (931) 473-4402 for an appointment.