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Preferred Branch

Mason City (641)423-1600 Change Location

Your Preferred Branch

Mason City Change Location

2601 4th Street SW
Mason City, IA 50401

Tel. (641)423-1600

Monday-Thursday: 9:00am - 4:00pm
Friday: 9:00am - 5:00pm
Sat: 9:00am - 12:00pm
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  • Charles City Branch
    300 North Main Street
    Charles City, IA 50616

  • Clarion Branch
    315 Central Avenue East
    Clarion, IA 50525

  • Kanawha Branch
    220 North Main Street
    Kanawha, IA 50447

  • Latimer Branch
    119 North Akir Street
    Latimer, IA 50452

  • Mason City State Street Branch
    33 East State Street
    Mason City, IA 50401

  • Mason City West Branch
    2601 4th Street SW
    Mason City, IA 50401

  • Mora Branch
    730 Forest Ave East
    Mora, MN 55051

  • New Hampton Branch
    124 West Main Street
    New Hampton, IA 50659

  • Osage Branch
    501 Main Street
    Osage, IA 50461

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Home Wealth Management Wealth Management Services Trust & Estate Administration

Trust & Estate Administration


An arrangement in which a trustee manages property for the benefit of an individual or organization (the trustor). This can benefit people who need assistance managing financial affairs, those who want to keep family assets intact for future generations, families who want to reduce exposure to estate and inheritance taxes, and clients who want to pass assets to a charitable organization. In acting as Executor, we carry out the terms of the will with respect to the disposition of assets.

Settling an estate can be a complex and time-consuming matter. Administration and distribution of an estate by a corporate executor offers timely collection, valuation and distribution of assets, monitoring taxes and other expenses, along with asset management.

Often times, the responsibility of serving as Executor is not fully considered in determining the right person to act.  The responsibility of "settling an estate" is not an honor to be given to a faithful friend or a trusted relative - unless they possess the necessary knowledge, skill, time and temperament to handle the demanding and often complex requirements.  Even then, the emotional toll on family members and friends to handle affairs during a period of grief should not be underestimated.   Settling an estate or winding up a revocable living trust at the death of the creator, involves many complex steps.

Our experienced and caring team can help you. We take the emotion out of the process.  Whether acting as Executor of an estate or successor trustee of a living trust, we have the knowledge of tax law, business arrangements, property law, and investment management that are critical to the proper and timely settling of an estate. We are able to provide clarity and caring during a difficult time to allow your loved ones and beneficiaries to move forward.

Products provided by First Citizens Wealth Management are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested. Please note that neither First Citizens Bank nor the First Citizens Wealth Management department provide tax or legal advice. You should always consult an attorney along with a tax professional to determine how to prepare the best estate plan for your situation.

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