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)

    FBIZ Advantage

    Stay on top of your game with First Business resources tailored to your business needs.

  • See More

    The FBIZ Advantage is a resource center geared to help you with all your business needs.

Have a Question?

Let us put you in touch with the appropriate representative to help you with your business needs.