Creating Financial Security for You and Your Loved Ones

Call us today at (570) 504-2244 and learn how Fidelity Bank’s Trust team can help you to manage your money in the best way possible.

Achieving financial security is no small feat. It requires special care and expert knowledge to make the most of your financial resources. A personal trust may help you achieve financial security and peace of mind. Let Fidelity Bank’s Trust team assist in managing your money in the most efficient way possible.

As Executor

We can assist you with your estate planning needs by helping to put your wishes in place. Appoint us as Executor of your Estate to handle all estate settlement issues. We have the expertise to handle your final wishes in a professional and considerate manner. Our Will File is available to keep this important document safe until it is needed.

As Trustee

Revocable Living Trusts- A living trust arrangement provides management of your investments including security purchases and sales, CD maturities, interest and dividend collection and bill paying services. We continue to offer assistance during potential periods of disability and assistance to the executor at your death.

Irrevocable Trusts- An Irrevocable Trust affords continued management after your death. Funds managed under this arrangement provide current money management during your lifetime for you or another person and continued management after your death. It can also [provide tax savings to your estate.

Testamentary Trusts- Establishing a trust through your Last Will and Testament provides long-term management of trust funds for your beneficiaries according to your wishes.

Standby Trusts- A Standby Trust can be developed now for future implementation. This provides the opportunity to be prepared for continued financial independence whatever circumstances arise.

Charitable Trusts- Charitable Trusts provide an income stream to an individual or family and the remainder to a charitable organization or foundation while allowing the donor to achieve tax benefits. It is an important part of estate planning for those who have philanthropic goals.

Special Needs Trust- We can assist you in the set up of a trust for an individual with special needs that requires special care restrictions.

As Agent

Investment Management Services- We act as agent to manage your money through a revocable relationship. We handle all selections of investments for you and you are removed from the burden of making investment decisions.

Investment Advisory Services- We work with you to help you make sound investment decisions. This revocable relationship gives you assistance to make the best choices for your money.

Custodial Services- By establishing a custodial account to safe keep your assets, you can leave the accounting work to us. We collect dividends, income and matured funds, disburse on your request and act on your direction for investment of assets. All information is provided to you on a concise statement for ease of money management.

IRA Custodian

Rollovers from retirement plans can be invested in a variety of securities through an Individual Retirement Account (IRA). We can provide either full management of the funds or act as your custodian. Traditional or Roth IRAs are available to receive your annual contributions.

 *Not FDIC Insured I  May Lose Value I  Not Bank Guaranteed I  Not a Bank Deposit I Not Guaranteed by Any Government Agency