WORK WITH YOUR TRUSTED ADVISOR TO BUILD A LEGACY

Capital First Trust Company delivers high quality trust administration of legacy trusts. We understand and respect the time-tested relationships that grantors and beneficiaries have with their trusted advisors. As trustee, we are an integral part of a team of legal, investment, accounting and financial professionals working to serve the needs of our clients.

HOW WE CAN SERVE YOU

We administer and manage revocable and irrevocable trusts in a sole or co-trustee capacity, based on our client’s needs. Capital First Trust Company understands the importance and benefits of serving as a corporate fiduciary and are staffed with seasoned trust professionals to ensure our client’s legacy is fulfilled.

TYPES OF TRUSTS WE ADMINISTER

Revocable Trusts

Irrevocable Trusts: credit shelter trusts for surviving spouses and children; marital trusts; and family trusts.

Spousal Lifetime Access Trust "SLATs"

Grantor Retained Annuity Trusts “GRATs”

Intentionally Defective Grantor Trusts "IDGTs"

Asset protection trusts - Directed (South Dakota Advantages)

Special Needs Trusts

Irrevocable Life Insurance Trusts

Guardianships and Conservatorships

Our team of trust officers and administrators are sensitive, respectful, and discreet. We manage the day-to-day affairs of trust administration, asset custody, transaction processing, income and principal reporting, investment oversight, and tax compliance by the terms of the trust agreement.

Capital First Trust Company has served families and their trusted legal and financial advisors for over 20 years.