LEGACY TRUST SERVICES

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.

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.

FORMS
AND

BROCHURES

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