Your Benefits
Life’s questions - such as where to live, what to eat, what career to choose, and where to send our children to school can be overwhelming. With every decision, a certain level of financial prowess must be addressed at each juncture. Can I afford this house? Does this job have retirement benefits? How much do we save for the children’s education?
Our staff can assist you in prioritizing your goals and managing your assets to meet your objectives. Often, some of life’s most important decisions can be resolved during the process of establishing a trust. With these decisions out of the way, you are free to focus on other equally important issues like… getting the kids to practice or enjoying a long deserved vacation.
Your Options
Choosing a trustee is as important as choosing a physician or a lawyer. Our professional staff will make you feel comfortable while planning your future. We pride ourselves on the quality of the personalized service that we are able to provide our clients and their beneficiaries. First Bankers Trust Services can handle any of the following relationships:
Our Services
First Bankers Trust Services provides quality service to our clients by:
* Investing assets according to your financial objective
* Distributing income and/or principal to the beneficiaries
* Preparing statements of your account and paying monthly bills
We can serve you in a variety of ways depending on your financial needs. You decide how much control you want to retain. First Bankers Trust Services can serve as:
* Sole Trustee – First Bankers Trust Services can act as trustee handling all investment management.
* Co-Trustee – First Bankers Trust Services can partner with you or another trustee.
* Investment Manager – First Bankers Trust Services can handle the investment management of the trust while you retain control as trustee.
* Successor Trustee – First Bankers Trust Services can step in as trustee, co-trustee, or investment trustee in the event of a replacement, a disability, or a death.