First Business


Personal Trust Services

The list of trustee responsibilities is long and intricate. Assuring financial security for your family requires a trustee who will capably and prudently deal with investment and administrative complexities of your trust. Click here for more information on a trustee's responsibilities

First Business Trust & Investments, a division of First Business Bank, can be named as a trustee or successor trustee in your estate planning documents. We are pleased to work with you and your attorney when such services are requested. 

NOTE:
If you are your own trustee under a Revocable Trust, you can utilize our investment services through a simple Investment Management Agreement.  

Our personal investment, administrative, and advisory services include:



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