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Fiduciary Agency Services

Trust Services of First Financial Bank provides fiduciary agency services for clients and professionals who want to retain their appointed capacities but for various reasons, desire a part or all of the required administrative, investment, tax and bookkeeping responsibilities to be outsourced.

As fiduciary agent, we serve as:

Agent to a Trustee

  • Asset services, including investments, safekeeping, income collection, cash management, security transaction settlement and collection of proceeds at maturity
  • Periodic distributions of income and/or principal all in accordance with the articles and provisions in the trust indenture
  • Regular accounting statements monthly, quarterly, semi-annually or annually and access, if desired, to account information via the internet
  • Tax reporting and return preparation

Agent to a Personal Representative (Executor)

  • Administration of the decedent's estate from probate of the will to filing the final settlement with the probate court
  • Identify, value and assume control over the decedent's property
  • Pay all lawful claims against the decedent's estate including debts, income and death taxes and expenses of estate administration
  • Counseling to beneficiaries on financial matters
  • Management of estate assets
  • "Postmortem" tax planning to minimize taxes
  • Distribution of assets to beneficiary(s) pursuant to the will

We want you to know that investment products provided by Trust Services of First Financial Bank:

• Are not a deposit
• Are not FDIC insured
• Are not insured by any federal government agency or the bank
• May lose value

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