Services

Trust Administration

THE TRUST OFFICER

At Capital First Trust Company, unlike a call center at a large banking institution, each client is assigned a dedicated Trust Officer who is familiar with all aspects of the account. The Trust Officer is available to address questions and concerns clients have regarding their trust accounts. Trust Officer duties include trust distributions, trust accountings, annual reviews, and bill pay.

OUR BENEFICIARIES COME FROM A VARIETY OF BACKGROUNDS AND SO DO OUR TRUST OFFICERS. OUR DIVERSE GROUP OF TRUST OFFICERS INCLUDES:

  • Spanish language speakers
  • Personal experience with special needs children
  • Professional backgrounds in law, education, and real-estate

Trust Officers are committed to customer service and follow Capital First’s Beneficiary Rights document.

If you, a family member, or your client would benefit from a dedicated Trust Officer, Capital First Trust Company can help.

CALL US NOW 1.800.521.2359

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