Estate Administration

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

Appointing First Bank as your executor or personal representative assures that your instructions will be carried out and that your beneficiaries will receive our expert personal attention throughout the administration of your estate. As executor or personal representative, we take on the responsibility of settling your estate, which includes:

  • Arrange for probate of the will
  • Collect and inventory the estate assets
  • Provide for the immediate needs of the family during the estate administration
  • Collect money owed to the estate
  • Notify creditors and pay debts and claims
  • Manage and invest the assets during the period of the estate administration
  • Keep complete and accurate records of all estate transactions
  • File all required tax returns
  • Distribute the remaining estate assets according to the directions in the will

Online Banking

Did You Know?

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

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

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.