~

~

Login

Mobile Banking

Bank securely from anywhere.

Download our App

Manage your Debit Card

Detect fraud and other activity on your account.

Download the Brella App

Set up Account Alerts

Stay-on-top of your account activity in real time.

Sign Up

Open an Account

Visit one of our branches today.

Locations

Find the right account

Check out all of the account benefits you will receive.

Personal Checking

Apply for a Loan

Visit one of our branches today.

Locations

Try Online Banking

Enrollment is fast and easy.

Sign Up today

Set up Account Alerts

Stay-on-top of your account activity in real time.

Sign Up

Mortgage Application Checklist

Gather information you may need for your home loan.

See our Checklist

Apply for a Loan

Contact one of our Mortgage Originators to get started.

Contact Us

Mortgage Application Checklist

Gather information you may need for your home loan.

See our Checklist

Loan Calculators

Use our calculators to help you determine the right home value and loan type.

Calculators

Protect your Account

We can help minimize your risk of fraud.

Fraud Protection

Try Mobile Banking

Download our App .

Mobile App

Manage your Cash Flow

Find out about our business solutions.

Treasury Management

Apply for a Loan

Visit one of our branches today

Locations

Grow your Business

As an SBA Preferred Lender we can help accelerate the loan process.

SBA Loan Programs

Increase your payment options

Our multiple payment solutions can help increase your cash flow.

Merchant Services

Manage your money

Our checking accounts deliver service, value and solutions.

Business Checking

Make deposits in a snap

Use your smartphone to safely and securely deposit checks.

Snap Deposit

Invest for your Future

We are here to help you evaluate investment options.

Investment Services

Our Officers are here to help

We've offered Trust Services since 1963.

Meet our Officers

Preserve your Wealth

With estate planning to create your financial legacy.

Estate Planning

Plan for the Future

We've offered Trust Services since 1963.

Trust & Fiduciary

We can help with Trust Services

Meet with one of our Trust & Wealth Management Officers to find out more.

Officers

Visit Us In Person

Stop by one of our local branches.

Locations

Your Community Bank Since 1903

We are one of the oldest and largest independent community banks in New Mexico.

Our History

See our Footprint

We have been offering banking services since way before New Mexico was a state.

A Timeline of our History

Local First Since 1903

We are committed to our employees and the communities we serve.

Career Opportunities

Join our Team

Work at the bank where our employees are our first priority.

Employment Application
image of three women sitting on a bench

Trust and Fiduciary Services

Trust and Fiduciary Services

Our Trust and Fiduciary Services are an important part of your estate plan and are tailored to meet your personal needs and your wealth transfer goals.

We offer services as Trustee for Personal, Special Needs and Settlement Trusts. We may also serve as a Court Appointed Conservator for an incapacitated person.

Personal Trust

During lifetime, an individual may create a revocable trust naming themselves as trustee and providing the trust property will be used for their benefit during their lifetimes; and upon their death, the remaining property will be distributed to family members, friends or charities. Such a trust is often known as a “living trust”.

You may choose to create an irrevocable trust during life, to provide benefits to a spouse or to accumulate funds for the education and support of minor children or grandchildren. Often it is preferable or necessary to name someone other than yourself as the trustee.

Estate Services

We provide the professional expertise needed to handle the responsibilities and complexities of a decedent’s estate administration. At death, we are entrusted to safeguard and preserve the assets of the estate and dispense them as quickly as is prudently possible in accordance with the decedent’s estate plan.

Financial and estate planning is critical to management of your wealth for the long term. We work with your estate planning attorney, CPA and other professionals to implement your plans for asset and wealth management.

As a fiduciary for your plan, we encourage attorneys and our shared clients to involve us when drafting trusts, wills and similar documents as part of the relationship. We will review your draft or your existing trust and estate planning documents and make recommendations or refer you to an estate planning attorney if updates are needed.

Account Administration

Administration of your account includes: voting proxies; collection of dividends and other income; processing disbursements, beneficiary distributions, gifting and receipts; keeping comprehensive records and transactions of assets; administering trust functions according to the terms of the governing document; tax reporting; settling trades and bond calls and maturities; and reviewing and executing tax returns prepared by your CPA.

If you would like more information about our trust and fiduciary services. 

Estimate retirement and investment options.

Marianne, Cynthia, Tina
Trust and Wealth Management

First American Bank

tpw title

tpw content