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 grantors and beneficiaries have with their trustee and other trusted advisors. As trustee, we are an integral part of a team of legal, investment, accounting and financial professionals working to serve the needs clients through all of life’s stages.
We serve as trustee for Grantors during their lifetimes, martial trusts, credit shelter trusts for surviving spouses and children, grantor retained annuity trusts ( “ GRAT s”) charitable remainder and lead trusts, asset protection trusts (South Dakota Advantages), special needs trusts and irrevocable life insurance trusts.
Our team of Trust Officers and Specialist are sensitive, respectful, and discrete. We manage the day-to-day affairs of trust administration, including disbursing funds, income and principal reporting, titling of assets, income and principal reporting and ensuring compliance with the terms of the trust and state law.