Advisor Directed Beneficiaries

Advisor Friendly Trusts: FAQ

I F YOU HAVE QUESTIONS, WE HAVE ANSWERS

Interested in Advisor Directed trust solutions at Capital First? Don’t hesitate to give us a call. We can’t wait to hear from you. In the meantime, here are some of our most frequently asked questions.

As a corporate trustee, Capital First administers the trust according to the terms of the trust document. We are responsible for making distributions to/for beneficiaries, filing tax returns for the trust, record keeping, providing quarterly statements, paying bills authorized by the trust, and answering your questions and concerns regarding the trust.
The distribution process can take anywhere from 1 to 10 business days depending on the circumstances. First, the beneficiary or authorized representative submits a signed request to the Trust Officer. The Trust Officer will review your trust document to determine if the distribution can be made. The Trust Officer will contact the person requesting funds to discuss whether or not the distribution has been approved or denied. Once approved, necessary investments may need to be liquidated to make cash available. Unless otherwise instructed, the Trust Officer will send a check, via US Mail, to the address we have on record. Checks typically take 2-5 days to receive. Direct deposit is available. Federal Express next-day delivery and wire transfer options are available for a fee.
At Capital First, we pride ourselves on accessibility. Each trust is assigned a dedicated Trust Officer who will always be your point of contact.
Generally, no. All that is required is for the authorized party to sign an Appointment agreement.
Yes. Capital First’s fee schedule is among the more competitive fee schedules available in the nation. Please call us for a current fee schedule. 800-521-2359.
No, we will work with your current Trustee and Investment Advisor to ensure that scheduled distributions will continue without interruption.
Capital First Trust Company is an independent trust company. We are not affiliated with any banking institution. Our only business is the trust business. At Capital First, we have almost two decades of experience in the accounting, investment, and tax-related responsibilities of being a corporate trustee. No matter the size of the trust, we are able to expertly handle all areas of trust administration. Furthermore, our commitment to customer service means that we go above and beyond to customize the services we provide to fit the needs of our clients.
No. Capital First will perform only trust administration services. Your investments will be managed by your preferred investment advisor.
You can expect to receive your tax information in late March each year.

CALL US NOW 1.800.521.2359

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