Advisor Directed Beneficiaries

ASSETS STAY WHERE THEY BELONG, WITH YOUR TRUSTED ADVISOR

Capital First Trust Company delivers high quality trust administration of Advisor Directed Trusts. We understand and respect the time-tested and trusted relationships grantors and beneficiaries have with their financial advisors. An Advisor Directed Trust at Capital First enables the financial advisor to continue to serve their clients through all of life's stages from wealth accumulation to retirement and finally wealth distribution. Hard earned assets stay where they belong, with the trusted financial advisor.

WHY CAPITAL FIRST ?

See what sets Capital First apart from other corporate trustees.

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FREQUENTLY
ASKED

QUESTIONS

Not everyone has over twenty years in the trust industry. We are here to answer your Advisor Directed Beneficiary questions. Here we've included some of our most frequently asked questions, but don't hesitate to contact us for any additional inquiries you might have.

ADVISOR DIRECTED BENEFICIARY PRODUCT OVERVIEW

ADVISOR
DIRECTED

TRUST

Capital First Trust Company understands and respects the hard-earned and trusted relationship trust clients have with their financial advisor.

FORMS
AND

BROCHURES

Forms and Brochures may be viewed and downloaded here. We look forward to working with you!