United Bank & Trust
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Trust Services

Financial Management

Enjoy reliable, realistic financial assistance from our full-service Trust Department. We can help you meet your diverse needs, from the everyday to the long-term, all from one place - United Bank & Trust.

  • Pay bills - property taxes, insurance premiums, income tax estimates, utility charges, medical bills, charitable bills, etc.
  • File insurance claims
  • Collect and deposit dividend and interest checks; collect funds from maturing securities
  • Monitor stocks and act upon stock splits, conversions, and calls
  • Hold securities in safekeeping
  • Provide easy-to-understand reports and complete income tax records

           We can help you determine:

  • If stocks, bonds, or tax-exempt securities are appropriate
  • The right time to retain or dispose of real estate
  • The advantages of gifting
  • How estate planning might be beneficial to you
  • If your investments are positioned to meet your retirement goals

Contact our Trust Services Department for more information at trust@ubtna.com or call (641)753-5900.