Personal Trust

First Merchants Trust Company is a team of professionals who will work with your tax and estate lawyers and provide professional fiduciary services to help ensure your estate plan is carried out according to your wishes.

We offer a variety of wealth management products and solutions to individuals, such as:

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Testamentary Trusts
  • Charitable Trusts
  • Special Needs Trusts
  • Investment Management
  • Estate Planning and Administration
  • Custody
  • Guardianships
  • IRAs

Our team of professionals will:

  • Put a plan in place for distribution of assets
  • Potentially reduce taxes
  • Protect your assets as you wish
  • Proactively communicate with you
  • Integrate your trust with your overall financial plan
  • Provide professional trustee services
  • Create a lasting legacy

Preserving your legacy:

Good planning has a positive impact on all those you may touch – multiple generations, charities and others. Effective estate planning, sound administration and a focus on a family’s specific goals, needs or objectives are best accomplished with experienced trust professionals. Estate planning and investment management are complicated matters – First Merchants Trust can help.

For more information regarding personal trust services, please call Neal Barnum at 765.751.1831.