Trust & Estate Administration
Know With Certainty That Everything Is All Set
Trust and estate administration is complex. It involves prudent asset management, a network of reliable attorneys, and solid trust and estate planning expertise.
But more than that, it demands compassion. Your trust and estate administrator will work with you to gain a true understanding of your family dynamics. We hire the movers. We arrange estate sales. We pay the bills. We’re there to make sure everything is all set — so your family can focus on being together.
When it comes to the most difficult moments, our team is on a mission to get it right for you.
Your Trust Doesn’t Belong In A Call Center
This isn’t an 1-800 number. This is personal.
When it comes to the matters of your Trust and Estate Administration, you deserve authentic, real, and compassionate service. Our clients are our family — and we’ll be there — in-person for you and the people you love.
Trust & Estate Administration Services
With a comprehensive offering of personal trust, charitable trust, business owner trust, and estate settlement services — you’ll have confidence your trust and estate administrator will fulfill your every intention.
Special Needs Trusts
IRA Trust Administration
Business Owner Estate Planning
Better Value, Better Service
Our seamless Estate Settlement process makes it easy.
Hiring an attorney, going through probate, finding an accountant — this takes time and the multiple fees add up. When you work with a professional and inclusive Trust & Estate administration partner, we take care of all the details for one transparent fee.
When it comes to managing your assets and settling your estate, you deserve a team who knows how to deliver on a promise. That’s the team at First Business Bank.
Talking To Children About Managing Wealth
Preserve your family's legacy by instilling financial literacy in your children. Did you know that 90% of wealthy families lose their wealth by the third generation? Start incorporating our practical strategies and age-appropriate methods today for impactful financial conversations.
Our Experience Is Your Advantage
Catching up with Jerry & Donna Smith in Retirement
Charitable Trusts: The Benefits for Business Assets