Experienced professionals can provide a broad array of fiduciary services
For some people, a simple will is enough. But those who have accumulated more assets or have complex family situations may want First American Bank to provide trust and estate services to ensure that their funds and property are distributed as they desire. The bank can administer your trust or estate, and our Wealth Management Group can provide a full range of necessary fiduciary services. A fiduciary's responsibilities are broad and important, and we bring many benefits to that role:
- Consistency. Unlike an individual who may die, become incompetent or not be available, we are a solid financial institution with a 35-year history of superior customer service.
- Experience. We have a proven track record and the expertise to administer the trusts, estates and guardianships, and manage the investment of the assets.
- Superior service. We have the professional experience, time, and systems to do the job professionally and efficiently.
- Fair treatment. As fiduciary, First American Bank treats all beneficiaries impartially.
There are many reasons for holding your assets in a trust. Some of the most common reasons are discussed on our Trust Solutions page. Trust assets are not assets of First American Bank and are never commingled with bank assets.
Not FDIC Insured | Not Bank Guaranteed | May Lose Value | Not Guaranteed by Any Government Agency | Not a Bank Deposit