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DeWitt: 563-659-3211
Wilton: 563-732-3211

Trust Services

Trust & Estate Planning for Customers of All Ages

You can depend on the Trust Department at DeWitt Bank & Trust Co. to handle your money responsibly. Our team will have a discussion with you to learn more about your goals. Whether you want our team to execute your wishes or to manage your finances for you, our team can handle it all.


We will work with you, your family, your attorney, investment advisor and your accountant to set up a variety of trusts to meet your goals, including:

  • Testamentary trusts
  • Life insurance trusts
  • Living trusts
  • Special needs trusts


Planning for how your assets will be managed after your death can be stressful. By appointing our team as the executor of your will, you can trust that we will act as an impartial third party and carry out your wishes as you've defined them.

Apply for a Scholarship

DeWitt Bank & Trust Co. proudly offers scholarship opportunities to local students, many of which are funded from trusts from dedicated members of our community.

View All Scholarships

Agency Accounts

Our Trust professionals can manage your finances for you. Our services include:

  • Asset management
  • Property management
  • Bill payment assistance
  • Monthly accounting

IRA Administration

We can help administer your self-directed Individual Retirement Account (IRA). While we take care of your account, you can focus on working now so you can live the way you want later in retirement.

Meet Our Trust Team

If you’d like to learn more about how our Trust department can help you, please contact a member of our Trust staff.

  • Jodi Chase

    Jodi Chase

    Trust Assistant

    Division: Trust

    Location: DeWitt

    Phone: (563) 659-3211 (563) 659-3211

    Contact Me
  • Kathy Rollings, CPA, CTFA

    Kathy Rollings, CPA, CTFA

    Senior Vice President & Trust Officer

    Division: Trust

    Locations: DeWitt, Wilton

    Phone: (563) 659-3211 (563) 659-3211

    Contact Me
  • Anita Stockman

    Anita Stockman

    Trust Assistant

    Division: Trust

    Location: DeWitt

    Phone: (563) 659-3211 (563) 659-3211

    Contact Me
  • Jeff Peters

    Jeff Peters

    Assistant Vice President & Trust Officer

    Division: Trust

    Location: DeWitt

    Phone: (563) 659-3211 (563) 659-3211

    Contact Me
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Financial Calculators

Get an idea of what the future of your finances may hold and develop a plan by using DeWitt Bank & Trust Co.’s financial calculators.

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If you have questions about the online, bill pay, or mobile banking services offered at DeWitt Bank & Trust Co., we’ve got your answers.

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Fraud Prevention & Identity Theft

Learn what steps you need to follow if you believe you have been a victim of fraud or identity theft, including how you can file a complaint.

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Lost or Stolen Card

If you believe your check card or credit card has been lost or stolen, contact DeWitt Bank & Trust Co. immediately to freeze your cards.

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Reorder Checks

If you need more checks for your personal or business checking account, you can place an order that can be delivered right to your door.

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