Ten Reasons to Choose First State as Your Executor or Trustee


  • As fiduciaries, we are held to high standards, including the duty of loyalty to our clients

  • We put the interests of our beneficiaries above our own

  • With regard to the investment of assets, we develop account objectives that consider the interests of both the income and remainder beneficiaries

  • We have experienced and knowledgeable professionals who are familiar with the complexities and requirements of estate and trust administration

  • We are regulated and examined by the FDIC, audited annually by an independent CPA, evaluated regularly by internal auditors, insured and bonded

  • We already work regularly with a network of estate attorneys, CPAs and investment brokers who may be needed to properly administer an estate or trust

  • We provide our services at a reasonable cost based on the assets that we manage

  • We believe in developing a personal relationship with grantors and beneficiaries so we can better understand the purposes of the trusts, estates, and other accounts we are asked to manage

  • We can remove the potential emotional stress and tension of having a family member serve as trustee or executor through our unbiased administration and decision-making

  • Our trust officers are accessible and communicate regularly with our clients and beneficiaries