First National Bank’s Trust Department is committed to assist you in your asset management and financial estate and tax planning needs.

The goals in First National Bank’s Trust Department are simple:

• Provide you with excellent asset management service.
• Meet your goals in the management of your assets.
• Provide you with the peace of mind that your financial wishes are being met.

We offer a variety of asset management services:

• Personal Trusts
  • Including Living Trusts, which manage assets for the benefit of an individual during their lifetime and Testamentary Trusts, which manage and distribute assets to an individual's heirs according to the individual’s stated desires.
• Conservatorships
  • To assist those that need help investing and maintaining their financial portfolios.
• Custodianships
  • To invest and manage assets until the beneficiary reaches an age that they will then become responsible for managing their assets.
• Estate Administration
  • To act as executor by gathering the assets, then safeguarding them until the estate is settled, and those assets are distributed according to the directions in the will.

With all of our trust services, you will receive a complete accounting of all transactions made. We give you the information in an easy to understand format. If you have questions, we strive to answer those questions quickly and professionally.

With our Trust Department, you can still use the local attorneys that you already know. You do not need to seek special counsel from outside the area. If you would like using an attorney outside the area, we are happy to work with them. Our goal is to make asset management and financial estate and tax planning as comfortable for you as possible!

Stop by to talk with us or give us a call. We are located on the first floor of the First National Bank building located at 115 N. Vine St., West Union, Iowa 52175.

We look forward to assisting you in reaching your asset management and financial estate and tax planning goals!