Wealth Management Services

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Trust and Estate Services

The First National Bank of Ottawa Trust Department provides experienced and professional trust and estate services, all within the confines of your community bank. Trust and estate administration is our full-time job. From the extensive experience of our trust department staff to the technological systems for asset management, The First National Bank of Ottawa offers unparalleled fiduciary services, all in a community bank setting.

Services offered by The First National Bank of Ottawa Trust Department include:

  • Personal and Fiduciary Services
  • Investment Management Accounts
  • Bill Paying Agency Accounts
  • Investment Custody Services
  • Corporate Fiduciary Accounts
  • Farm Management Services

Personal and Fiduciary Services

The First National Bank of Ottawa offers a full-line of personal and fiduciary services that will assist with your estate planning needs. When you choose The First National Bank of Ottawa as a trustee, you are choosing a corporate fiduciary experienced in handling numerous types of trusts and estates issues. Personal and fiduciary services include:
  • Living Trusts
  • Testamentary Trusts
  • Special Needs Trusts
  • Charitable Trusts
  • Land Trusts
  • Life Insurance Trusts
  • Guardianship of Estate
  • Estate Settlement (Executor/Administrator of Estate)
  • Property Power of Attorney

 

Investment Products are: 

Not insured by the Federal Deposit Insurance Corporation.
Not a deposit or other obligation of, or guaranteed by, the bank.

Subject to investment risks, including possible loss of the principle amount invested.