Fidelity Bank provides a range of trust and estate-planning strategies and asset management for individual, family trust and institutional trust clients. We can help you provide for loved ones through estate planning and maximize your assets through investment management.
Our services include:
- Trust, agency and custodial administration
- Estate planning and charitable planning
- Investment management services
Administrative Trustee Services
Full trust administration, estate planning and investment management services can be tailored to address your goals and objectives.
Learn More About Administrative Trustee Services
Different types of trusts can be used to achieve your goals, including revocable trusts, irrevocable trusts, charitable trusts and special needs trusts.
Learn More About Trust Types
Customized investment management programs are available for individual, family and institutional trust clients.
Learn More About Asset Management
Do you need an estate plan? Read about common circumstances that may trigger the need for an estate plan review.
Learn More About Related Insights
We do not provide legal or tax advice. Please consult your legal or tax advisor in regards to your own situation.
Financial products made available or recommended by Fidelity Bank that are not bank deposits are not insured by the FDIC; are not a deposit or other obligation of, or guaranteed by, Fidelity Bank; and are subject to investment risks, including possible loss of the principal amount invested.