Trust Services

We plan for tomorrow so you can focus on today

Farmers Trust Company is chartered by the Ohio Division of Financial Institutions and is further licensed to engage in fiduciary business activities by the Pennsylvania Department of Banking and Securities. Our efforts are focused on the administration and management of trust assets.

We have the unique ability to integrate investment, trust and estate management at a local level. As a client, you can count on the fact that your financial affairs will be handled personally and confidentially. We'll work closely with your attorneys, accountants and insurance professionals to provide a comprehensive financial strategy tailored to you.

As an independent trust company, Farmers Trust Company offers several investment management options. We also accept working relationships with outside investment advisors and brokerage firms.

Farmers Trust Company

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

What to Know Before the Federal Tax Laws Sunset in 2025

Business Insights

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