Wealth Management and Trust Services

First State Bank’s Wealth Management and Trust Services

Effectively Manage Your Wealth with First State Bank

 

Our Wealth Management Services

We conveniently offer a wide array of Wealth Management and Trust services. With more than a century of experience in the industry, First State Bank is well equipped to assist you with your Wealth Management and Trust needs. By offering assistance with services ranging from Living Trusts to Retirement Planning, we are more than capable of helping you achieve your goals. To learn more about our Wealth Management and Trust services, we encourage you to read through the list below.
Get a process in place for managing your assets should something happen to you. First State Bank can act as a complete Corporate Trustee for your Living Trust.

Living Trusts At First State Bank

Allow Your Legacy to Live On

 

Let Us Help You Set Up Your Living Trust

Do you have a plan in place for managing your assets in the event that something happens to you? If not, First State Bank can act as a complete Corporate Trustee for your Living Trust. This type of relationship transfers the administrative and investment management of your assets to us as trustee and will provide financial protection for your family members and other beneficiaries in the event of your death.
 
A Living Trust from First State Bank also provides a way to avoid probate of the assets held in trust, which will help reduce overall probate costs and assure your estate’s confidentiality. If you have been thinking about setting up a Living Trust, we invite you to contact a representative at First State Bank today. We will be happy to discuss your options with you to ensure your family is taken care of after you are gone.
 

Trust First State Bank

Since 1905, First State Bank has put customer relationships first. We are a devoted community bank that focuses on getting to know you and addressing your needs. After all, you are our neighbor, and we want to see that you and your family have a plan in place. Contact us today about setting up an asset management plan, such as a Living Trust, that is best suited to your individual needs. We will be happy to answer any questions you may have, whether it is in person at any of our convenient North or Central Texas locations or over the phone.
 
We understand how hard it is to lose a loved one. We can help with gathering, valuation, appraisal, payment of debts/expenses, recordkeeping, and final distribution of assets.
 

Estate Administration Service At First State Bank

Neighborly Service Regardless of the Situation

 

Getting Through This—Together

Since managing the assets of the deceased is a difficult and emotional task, First State Bank can help you during this challenging time by providing the following Estate Administration services:
 
  • Valuation
  • Appraisal
  • Payment of debts and expenses
  • Recordkeeping
  • Final distribution of assets in accordance with the governing document (e.g., a will or living trust)

First State Bank is staffed with trained, caring advisors who can serve as an impartial third party to serve you in your trying time.
 

Count on First State Bank for Estate Administration Service

First State Bank has been one of Texas’ premier community banks since 1905. We value our relationships with our customers and look forward to serving your Estate Administration needs. Click the button above to learn more about Estate Administration.
 
Caring for the loved ones you leave behind is a primary component of estate planning. A Testamentary Trust provides future benefits and financial protection for your family members and other designated beneficiaries.
 

Testamentary Trusts At First State Bank

First State Bank Can Act as Trustee

 

Thinking About a Testamentary Trust? We Can Help

Caring for the loved ones you leave behind is a primary component of estate planning. At First State Bank, we provide our customers with peace of mind in this arena by offering the option to arrange for a Testamentary Trust. A Testamentary Trust can be established in your will that will provide future benefits and financial protection for your family members and other designated beneficiaries.
 
If you would like to discuss a Testamentary Trust with First State Bank or have any questions or concerns, please do not hesitate to contact us at your earliest convenience. We would be more than happy to help arrange something that is right for you! Just give us a call, stop by one of our convenient locations or click the “Request Information” button below.
 
We can help you establish a traditional IRA, self-directed IRA, Roth IRA, or SEP. Our experienced advisor team will help you implement the ideal investment strategy.
 

Retirement Planning At First State Bank

Helping You Plan Ahead for Retirement

 

Have You Started Planning for Retirement?

One of your most important financial planning decisions is selecting the appropriate retirement plan for you and your family. First State Bank can assist you with the establishment of a traditional IRA, self-directed IRA, Roth IRA, SEP, or Simple Plan. Our experienced advisor team will implement an investment strategy to best attain the goals of each type of plan. We serve as trustee or custodian and provide administration for these types of accounts. We can even assist you with a rollover from your existing 401k or retirement plan. We encourage you to stop by the nearest First State Bank location today to talk to us about meeting your investment and retirement-planning needs. You may also call us or click the “Request Information” button below.
 






Not FDIC Insured. No Bank Guarantee. May Lose Value.