Trust Services
Our Trust Department offers a full line of trust, investment, and retirement services. We can also assist you with estate planning and other financial services as listed below. You may contact us at (606) 833-5938 or e-mail us at jpb@firstandpeoplesbank.com or sls@firstandpeoplesbank.com.
Portfolio account link
If you are a Trust Department customer and wish to have access online to your account(s), please call our Trust Department today, we will be happy to get you set up.
Outreach Office
We offer an Outreach Office at our South Shore Branch by appointment only. To schedule an appointment, please give us a call at 606.833.5938.
Retirement
Use our Retirement Plan Calculator to see how prepared you are for retirement, then Trust First & Peoples to help you invest in your future! Click here to access the calculator.
Trust and investment Services
Our Trust Department helps individuals, families, and organizations manage assets, plan for the future, and carry out important financial responsibilities.
- Personal Trust Administration - Managing assets according to the instructions of a trust.
- Probate and Estate Administration - Helping settle and distribute a loved one's estate.
- Conservatorships and Guardianships - Protecting finances for individuals who need assistance.
- Investment Management Accounts - Professional investment management based on your goals.
- Self-Directed Investment Accounts - You choose the investments; we administer the account.
- Self-Directed Traditional and Roth IRAs - Flexible options for building retirement savings.
- Trusteed Traditional and Roth IRAs - Retirement accounts with professional oversight and beneficiary planning.
- Coverdell Education Savings Accounts - Tax-advantaged savings for eligible education expenses.
- Corporate Trust Services - Trustee and administrative support for organizations.
- Employee Benefit Trusts - Holding and administering assets for employee benefit plans.
Not sure which service fits your needs?
Contact our Trust Department to learn how we can help.
Past Trust Department Newsletters
Trust Department investments are market-related investments which are (1) NOT insured by the Federal Deposit Insurance Corporation ("FDIC"), any government agency, or any other deposit insurance program, including without limitations, SAIF or BIF; (2) NOT deposits with obligations of, or guaranteed by First &Peoples Bank and Trust Company ("Financial Institution"); (3) SUBJECT to investment risk, including possible loss of the principal amount invested.
