Manage Your Assets

Building on our 50 years of steady growth and experience, we offer our clients a range of options and services. These services include employee benefit plans, personal trust and farm management as well as IRAs and health savings accounts. Our ESOP and 401(k) trust practices are nationally recognized for superior service.


First Bankers welcomes Howard Kaplan to our team

As a highly specialized provider of fiduciary services, First Bankers Trust Services has a primary focus on ESOPs as well as on employer securities held in defined contribution plans. Our flexibility allows us to offer service solutions for a wide range of retirement plans where we can serve as trustee, custodian or consultant.

Based on your specific needs, we can serve as:

  • Directed Trustee
  • Discretionary Trustee
  • Custodian
  • Consultant

Discover First Bankers' Employee Benefit services >>

Our personalized service combined with experienced staff assure that you can trust in our permanent management of your assets.

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 according to your trust document
  • Collecting income and paying expenses
  • Preparing statements of your trust account activity

Discover what FBTS Personal Trust can do for you >>

First Bankers Trust Services serves a diverse set of landowners. Many of our clients live nationally and internationally as absentee owners. They may have inherited the farm, purchased it as an investment or it’s owned by an individual or corporate trust.

To best serve these clients, we put ourselves in the landowner’s shoes and fulfill their responsibilities as if we were the owners. These services include:

  • Selecting the tenant
  • Making decisions about seed, chemical, and fertilizer purchases
  • Choosing and maintaining crop, property, and liability insurance
  • Planning conservation programs, tillage operations, and crop rotation

We also provide real estate appraisal services.

Learn more about our Farm Management services >>

131st
US Largest Trust Function
5
Decades of Service as TTEE
7
Locations Nationally
75,000
Trust Beneficiaries
Our Services

Our Services

Building on our 50 years of steady growth and experience, we offer our clients a range of options and services. These services include employee benefit plans, personal trust and farm management as well as IRAs and health savings accounts. Our trust practices are nationally recognized for our superior service.

More On Services
Forms

Forms

We promise to keep the paperwork to a minimum. In order to keep your finances secure, there are a few things we need to know.  Other corporate and personal forms can be found here. Please download, print, and fill out the necessary forms and return to FBTS.

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Find A Location

Find A Location

First Bankers Trust Services is a national provider of fiduciary services to individual retirement accounts, personal trusts, and employee benefit trusts. First Bankers is headquartered in Quincy, Illinois and operates facilities in 7 different locations nationally.

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