Trusts & Estate Services

As your community bank, we value your needs, wants and financial security above all else. We know how important it is to feel confident in your life's plan. That's why our experts are here, to help you manage your assets successfully while guiding you on the financial path that you've always envisioned for yourself and your family. We are equipped to answer questions, solve problems, and help you make smart financial decisions that benefit you today, and long into the future.

Services

  • Living Trusts:

Provides professional management of your assets during life and for your loved ones after your death.

  • Testamentary Trusts:

The ideal vehicle for securely passing wealth from one generation to the next. When used properly as part of an estate plan, it can yield significant tax savings.

  • Charitable Trusts:

Provides income to you during life with the remainder passing to the charities of your choice after death.

Personal Trusts

Our dedicated team is professional and caring. We take the time to listen to your goals, and keep your best interests at heart when collaborating on your personal trust. To give you greater peace of mind, our trust services are backed by the total corporate resources of First Hope Bank, including over 100 years of financial experience. Choose First Hope Bank to protect your assets, not only today but tomorrow and every day after you’re gone. 

We provide unparalleled service, in accordance with state and federal regulatory agencies.

Overview

Your choice of First Hope Bank as your executor ensures the following:

  • The necessary continuity to handle estate for an extended period of time.
  • Constant availability to your family.
  • Proven investment ability.
  • Financial responsibility and strength.
  • Impartiality and integrity.
  • Tax law expertise.

Estate Services

You need to feel secure and confident that your wishes will be honored in full after you’re gone. You can depend on First Hope Bank to use our excellent judgement and specialized knowledge to make sure that happens. As the sole- or co-executor of your estate, we will do everything in our power to make sure your wishes are carried out exactly as expressed in your will. You can expect to be treated with the kindness and professionalism you’ve come to depend on from your community bank, and feel secure knowing your assets are in the right hands.