Advisor Directed Beneficiaries

Why Capital First?

A CORPORATE TRUSTEE YOU CAN HAVE CONFIDENCE IN

An Advisor Directed Trust is a trust where the administrative and investment management duties are separated. Capital First Trust Company serves as the corporate (administrative) trustee. The responsibility for investing the trust’s assets lies with your designated investment advisor.

AS YOUR CORPORATE TRUSTEE, CAPITAL FIRST WILL:

  • Listen to any concerns you have regarding your trust and answer your questions
  • Perform all administrative trust duties including bill pay, record keeping, making distributions to and for beneficiaries per the terms of the trust, as well as preparing and filing trust tax returns
  • Ensure all rules, regulations, and procedures essential to trust administration are correctly followed
  • Be examined by financial regulators and hold Errors and Omissions Insurance coverage to protect their clients.

EXPERIENCE

Capital First is a regulated trust company that has over 20 years of experience.

ACCESSIBILIT Y

We get to know you as an individual with distinct concerns and goals for the future.

PROTECTION

Our state charter offers superior trust laws.

CALL US NOW 1.800.521.2359

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