TESTAMENTARY TRUST

Your Benefits

Conserving wealth is a priority regardless of your financial picture. Transferring wealth to your designated beneficiaries is just as important. Having a testamentary trust can streamline the process. A testamentary trust, or a trust created within a will, gives you substantial control in regards to estate distribution. A testamentary trust is a great tool for providing for a child’s education. This type of trust can even be created to provide for a child once they have reached maturity.

Your Options

First Bankers Trust Services will serve as Trustee of the trust created within your will. Upon your death, the trust will be funded in accordance to your will.

Our Services

As trustee, First Bankers Trust Services will administer trust property as you’ve directed. Distributions to your designated beneficiaries will be carried out according to your trust provisions.