Trust
Services
Since 1907 the First National Bank of Hartford has been an independently owned, hometown bank whose employees have a long-term vested interest in the community. The First National Bank of Hartford is an efficient, friendly bank that offers business and personal solutions in a competitive marketplace. We have been providing Trust Services to our customers since 1927.
The goal of our Trust Services is to provide personalized service by working with your advisors to develop strategies to manage your financial affairs today, and to transfer your assets according to your wishes in the future.
Our Trust Services include –
- Consultation regarding financial needs, investment objectives, and risk tolerance
- On-going administration as dictated by the terms of the trust agreements
- Investment Management including investment update meetings
- Quarterly and annual financial reports
- Coordination of fiduciary and personal tax returns with your tax professional
- Safekeeping of assets
- Recordkeeping services
- Income Processing
- Bill paying services
- Acting as Successor Trustee or Corporate Personal Representative for your estate
Please contact Libby Burns at (262) 673-5800 if you would like to discuss the services the First National Bank of Hartford can provide for you.
Libby Burns
Vice President/Senior Trust Officer
