{"id":1991,"date":"2021-01-08T12:42:32","date_gmt":"2021-01-08T20:42:11","guid":{"rendered":"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/?page_id=1991"},"modified":"2024-06-17T21:58:15","modified_gmt":"2024-06-17T21:58:15","slug":"estate-financial-services","status":"publish","type":"page","link":"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/","title":{"rendered":"Estate and Financial Services"},"content":{"rendered":"<h2>Estate and Financial Planning<\/h2> <p>Financial and estate planning is critical to exceptional management of your wealth from one generation to the next. We work with your estate planning attorney, CPA and other professionals to implement your plans for asset and wealth management.<\/p> <p>When\u00a0we\u00a0are\u00a0appointed to serve 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 fiduciary relationship. We welcome the opportunity to review draft documents or your existing trust and estate planning documents and make recommendations if needed or refer you to an estate planning attorney if your documents need to be updated.<\/p> <p>We plan, adjust or settle any financial matters pertaining to your estate and ensure all of our fiduciary responsibilities outlined in your will or trust will be fully executed.<\/p>    <div class=\"wp-block-buttons is-layout-flex wp-block-buttons-is-layout-flex\"> <div class=\"wp-block-button has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/officers\/trust-management-officers\/\">Contact Us<\/a><\/div>    <div class=\"wp-block-button has-custom-font-size has-small-font-size\"><a class=\"wp-block-button__link wp-element-button\" href=\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/calculators\/\">Calculators<\/a><\/div> <\/div>    <div class=\"wp-block-ncr-blocks-image-credit imageCredit-wrapper band band-image-credits is-style-default\"><div class=\"band-cta\"><p class=\"output-field1\"><\/p><p class=\"output-field2\"><\/p><\/div><\/div>","protected":false},"excerpt":{"rendered":"Estate and Financial Planning Financial and estate planning is critical to exceptional management of your wealth from one generation to the next. We work with your estate planning attorney, CPA and other professionals to implement your plans for asset and wealth management. When\u00a0we\u00a0are\u00a0appointed to serve as a fiduciary for your plan, we encourage attorneys and [&hellip;]","protected":false},"author":8,"featured_media":2519,"parent":30,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_lmt_disableupdate":"no","_lmt_disable":"","footnotes":""},"class_list":["post-1991","page","type-page","status-publish","has-post-thumbnail","hentry"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v24.9 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Estate and Financial Services - First American Bank<\/title>\n<meta name=\"description\" content=\"We work with your estate planning professionals to implement your financial plans for asset and wealth management preservation.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Estate and Financial Services - First American Bank\" \/>\n<meta property=\"og:description\" content=\"We work with your estate planning professionals to implement your financial plans for asset and wealth management preservation.\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/\" \/>\n<meta property=\"og:site_name\" content=\"First American Bank\" \/>\n<meta property=\"article:modified_time\" content=\"2024-06-17T21:58:15+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/wp-content\/uploads\/2021\/03\/img-header-suechiodini.png\" \/>\n\t<meta property=\"og:image:width\" content=\"1420\" \/>\n\t<meta property=\"og:image:height\" content=\"410\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data1\" content=\"1 minute\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/\",\"url\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/\",\"name\":\"Estate and Financial Services - First American Bank\",\"isPartOf\":{\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/workarea\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/wp-content\/uploads\/2021\/03\/img-header-suechiodini.png\",\"datePublished\":\"2021-01-08T20:42:11+00:00\",\"dateModified\":\"2024-06-17T21:58:15+00:00\",\"description\":\"We work with your estate planning professionals to implement your financial plans for asset and wealth management preservation.\",\"breadcrumb\":{\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/#primaryimage\",\"url\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/wp-content\/uploads\/2021\/03\/img-header-suechiodini.png\",\"contentUrl\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/wp-content\/uploads\/2021\/03\/img-header-suechiodini.png\",\"width\":1420,\"height\":410,\"caption\":\"image of woman in sitting in a library\"},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.firstamericanbanknm.com\/wph\/staging\/trust-wealth\/our-services\/estate-financial-services\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.firstamericanbanknm.com\/wph\/workarea\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Trust &#038; 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