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Trust Services Wealth Management

Farmers Trust Company

Farmers Trust Company, licensed by the Ohio Division of Financial Institutions as a bank and authorized to conduct trust business and exercise full fiduciary powers, is committed to providing the highest level of service in the areas of investment management, estate settlement, living trusts, testamentary trusts, charitable trusts, charitable endowments and retirement plans. Tax and estate planning services are available to our clients as well.

Investment Management

  • Investment management services provided by a team of credentialed professionals
  • Access to professional investment managers and decision makers
  • Investment decisions are made internally
  • Investment process free from conflicts of interest (no proprietary products or investment banking)
  • Customized asset allocation and portfolio management to meet client objectives
  • Access to full suite of investment vehicles including individual stocks and bonds, mutual funds, and options

Trust Administration

  • Team of attorneys and trust administrators
  • Corporate trustee services administered by trust committee
  • Tax decisions for the trust and filing of appropriate tax returns
  • Complete record keeping and filing of court accounting when appropriate
  • Assistance for trust beneficiaries with advice on day-to-day financial matters
  • Guidance on trust terms and document interpretations

Retirement Plan Services

  • Plan, design and implementation
  • Trustee/custodial services
  • Professional investment management or self-directed service
  • IRS-sponsored prototype plan documents
  • Compliance and required annual government testing on all plans
  • Full-service administrative support
  • Reporting and record-keeping services
  • Comprehensive participant and educational meetings, including communication materials
  • Valuation of plan assets and issuance of participant statements
  • IRS annual reporting/5500/1099 preparation

Estate Settlement

  • Arrange for probate
  • Collect, inventory, value and protect your assets
  • Manage your assets during the estate administration period
  • Keep accurate records
  • Pay estate taxes, expenses and debts
  • Prepare and file tax returns
  • Distribute estate assets to beneficiaries
  • Follow the instructions in your will

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