Trusts & Investments

Investments through the Trust and Investment Services Department are not FDIC insured – may lose value – Not guaranteed by First Bank Richmond

Investments

Find information here about Investment Management and Custody Services.

Retirement Planning

Find information here about 401(K) Administration, IRA Rollovers, and take the Investment Risk Tolerance Questionnaire.

Estate Administration

Find information here about Estate Administration.

Trusts

Find information here about Living Trust, the Testamentary Trust, the Charitable Remainder Trust, and the Irrevocable Life Insurance Trust.

Other Services

First Bank also provides the following services as needed:   Escrow Agents, Will Safekeeping, and Guardianships.

Frequently Asked Questions

Find answers to frequently asked questions regarding Trusts and Investments.

Helpful Resources

Find Wealth Management articles and Ask Alan articles here.

 

Online Banking

Did You Know?

You can deposit checks online using a scanner. You can deposit checks online.
Learn more

Dept. Contacts

For more information on these products or to schedule an appointment, contact any of our trust and investment professionals.

Alan Spears
Senior Vice President
Senior Trust Officer
31 North 9th Street
Richmond, IN 47374
(765) 973-4209
(800) 548-8138, ext. 209
aspears@firstbankrichmond.com

Christy Evans
Administrative Assistant
Trust and Investment Services
31 North 9th Street
Richmond, IN 47374
(765) 973-4208
(800) 548-8138, ext. 208
cevans@firstbankrichmond.com

Note: Please do not include any personal or account information when submitting an e-mail. E-mail messages are not encrypted. If you need to give personal or account information, please telephone us or stop by one of our convenient locations.