Fidelity State Bank & Trust Company Fidelity State Bank and Trust Company

Trust Services

We are built for the long run

Our expertise and financial strength provide a solid foundation for managing your wealth.

  • Estate Services

    We disburse your estate with expertise and fairness based on the plan you have developed with your legal and tax advisors.1

    As a corporate fiduciary, our services are unbiased, uninterrupted, and subject to a high standard of care for duty and loyalty. We treat all beneficiaries fairly and in accordance with your stated wishes.

  • Trust Administration

    We manage trust assets efficiently and effectively, with distributions made fairly and in accordance with the grantor's wishes.1

    As a corporate administrator, our services are unbiased, uninterrupted, and subject to a high standard of care for duty and loyalty.

  • Conservatorships

    We offer professional assistance as a court-appointed conservator for an individual unable to handle his or her own financial affairs.1

    We act in the best interest of our client, professionally manage financial assets, handle daily financial activities, and submit proper annual reports to the court.

  • Farm Management

    We understand farming in Southwest Kansas and provide professional management of your family farm.

    Our services include tenant relations, lease negotiation, commodity planning and marketing, and enrollment in appropriate government programs.

  • Agency Management Account

    Our Agency Management Account provides personalized, professional selection of investments for your portfolio2.

    We meet with you personally to discover your investment goals and risk tolerance, and we use this information to select appropriate investments for your portfolio.

  • Individual Retirement Account

    With a self-directed IRA, you select the investments in your account and we provide custodial and record-keeping services2.

    With our Agency Management Account, we meet with you to personally to select appropriate investments for your retirement account.

Important Information

  1. Fidelity State Bank & Trust Company does not render legal advice or tax advice. You should always consult your legal or tax advisor prior to taking any action that could affect your legal rights or tax obligations.
  2. Nondeposit Products. Nondeposit investment products, such as mutual funds or securities, available through Fidelity State Bank & Trust Company are not deposits or obligations of the bank, are not guaranteed by the bank, are not insured by the FDIC or any government agency, and may involve investment risk, including possible loss of principal.

Our Approach

  • Free of Conflict

    As a corporate entity, we avoid the conflicts of interest that may arise when using a family member or close friend as a fiduciary or agent. We treat all beneficiaries fairly and in accordance with your stated wishes.

  • Professional

    When acting as a fiduciary, we serve you diligently and with your best interests in mind1. When acting as a custodian for your assets, we serve you professionally and in accordance with industry standards2.

  • Corporate Entity

    Our services are not interrupted by the death or disability of any one person, and we use our accumulated knowledge to handle your accounts competently and accurately.

  • We Work with Your Advisors

    We work with your existing legal and tax advisors to help keep your wealth management goals coordinated and on track3.

  • Accountable

    As part of Fidelity State Bank & Trust Company, our activities are regulated by federal and state banking agencies. And we perform all necessary reporting to the court with professionalism and accuracy.

  • Helpful & Straightforward

    We are based in Dodge City and easy to contact. Our fees are transparent and disclosed to you before you sign any contract.

Important Information

  1. We act as a fiduciary, for example, when we administer your estate or trust or provide investment advice.
  2. We act as a custodian, for example, when we provide safekeeping for investments you select on your own.
  3. Fidelity State Bank & Trust Company does not render legal advice or tax advice. You should always consult your legal or tax advisor prior to taking any action that could affect your legal rights or tax obligations.

Meet with Us

Selecting a fiduciary or custodian is an important decision that requires careful consideration. We look forward to speaking with you personally to explore how we may be able to serve you.

Dan Harris

Senior Vice President & Trust Officer
Telephone
1-620-801-4902
Address
510 North Second Ave.
Dodge City, KS 67801
Email
harris@fidelitybankdc.com

Lori Bone

Asst. Vice President & Trust Officer
Telephone
1-620-801-4915
Address
510 North Second Ave.
Dodge City, KS 67801
Email
bone@fidelitybankdc.com