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.
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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