Choosing a trustee is one of the most important decisions you will make for your loved ones. While many think a family member or friend would be an excellent trustee, people often find that this is not the best option. This important designation should be seen as a business decision, not an emotional one. Understanding the role and responsibilities of a trustee can help you make the best choice.
Trustee Services Include:
The First Bankers team offers clients quality, professional service, and the peace of mind knowing they have selected an experienced and enduring trustee.
There are several questions that are key when choosing a trustee. We encourage you to seek the answers to designate the proper trustee.
First Bankers has over 50 years’ experience and proven excellence in managing over $8 billion in assets. Our team has earned the top certifications and stays up-to-date on the latest laws and continuing education as trustees. Trust management is our job, not an added responsibility on top of an individual’s regular profession.
As a trustee, First Bankers remains impartial in all situations and is not subject to conflicts of interest. An individual trustee may be hindered by emotional considerations and influenced by personal issues, beneficiary requests, or demands.
First Bankers’ staff stays current on all laws and accounting requirements to make certain your trust is managed correctly. Our highly experienced team works to ensure seamless service from one generation to the next. We are audited annually to verify that your assets are properly administered.
We pride ourselves on our customer service. We create a relationship with the family to assist where needed and help you through the generations. Undivided attention and ongoing hands-on service guarantees we will meet the needs of beneficiaries.
First Bankers begins every relationship with a comprehensive strategy and goals meeting. We continually meet with the family throughout the generations to ensure all goals and strategies are in line and are meeting their needs.