If you are named Executor of an estate, First National Bank and Trust can act as your Agent, relieving you of many clerical, administrative, and investment-related tasks. You will still make all basic decisions, but as your Agent, we can provide you with much needed help.  

Serving as your Agent, we will: 

• Safeguard assets
• Arrange for an inventory and appraisals
• Collect income
• Keep records
• Monitor the estate's investment portfolio
• Make recommendations based on estate objectives
• Execute investment transactions
• Assist with tax planning
• Prepare income tax and estate tax returns
• Prepare a final account