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 professionally and expertly deal with the investment, accounting, distribution, and tax reporting 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. 

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

Our investment, administrative, and advisory services include:

  • Revocable Personal Trusts
  • Irrevocable Personal Trusts
    • Testamentary Trusts
  • Family Trusts
  • Marital Trusts
    • Qualified Terminable Interest Property (QTIP) Trusts (see details)
  • Generation Skipping Trusts
  • Dynasty Trusts
  • Guardianships and Disability Planning
  • Guardianships (see details)
  • Special Needs Trust (see details)
  • Individual Retirement Account (IRA) Trust Services (see details)


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