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What will Iowa State Bank's Trust Department do for me?

  • Work with you and your legal advisor in defining your objectives as you prepare your Will and/or Trust
  • Invest your assets, according to your predetermined goals and objectives
  • Receive and disperse funds; provide you with a complete report of all income expenses transactions; and year-end tax information

What should I look for when choosing a Trustee or Executor?

  • Training and experience in the administration of trusts and estates
  • Availability to you and your family
  • Financial responsibility
  • Unbiased objectivity in meeting your goals and objectives

What are the advantages of choosing Iowa State Bank versus a family friend or relative as Executor or Trustee?

  • Trust Department officers averaging over 20 years of trust and banking experience; handling your estate and trusts is our full-time business; expertise in all areas of trust and investments
  • Avoids or lessens the conflicts that may arise between beneficiaries
  • Procedures and reports must meet the standards established by State and Federal Bank Examiners

How would Iowa State Bank invest my money?

  • According to your goals and objectives
  • In individual stocks and bonds meeting our quality standards

Why Estate Planning?

  • Ensures that your wishes are carried out and gives you peace of mind knowing that you have done all you can to provide for your family
  • Protect your beneficiaries against unnecessary taxes and expenses
  • Designate a guardian to care for your minor children

NOT FDIC INSURED | May lose value | No bank guarantee