Business Banking

Personal Wealth Management

Estate Management or Estate Settlement
Need to plan for the succession of your closely held business? American Trust can work with you, your attorney, and your advisors to prepare your financial inventory, identify estate plan goals, and make recommendations to meet those goals. As your executor, we administer your assets after death.

Agencies
A simple, standard arrangement that allows the bank to manage your assets, an agency offers bill-paying services, professional management and recordkeeping of your assets.

Trust
A trust can begin before your death and continue uninterrupted by your death. A trust provides professional investment management and recordkeeping of your assets. Assets in a trust avoid the costly review and control by the courts (probate), and they are managed by someone on whom you rely. A trust may save your beneficiaries money on taxes at the time of your death. We add value by providing ongoing review of your estate plan for you and your attorney and advisors: we also offer bill-paying services for your convenience.

For more information on Personal Trust or Investment Services,
contact Bob Donovan, Executive Vice President
Phone: 563.589.0816 or 800.373.1841, extension 816
Email Bob Donovan.