HOW TO BEGIN WORKING WITH CAPITAL FIRST ON YOUR ADVISOR DIRECTED TRUST

From our first point of contact with potential clients, we work to simplify trustee appointment and trust management. Once a relationship is established, our skilled team at Capital First takes great care in setting up accounts and beginning the trust process. It is our ongoing goal to minimize work on behalf of the client to make the transition to Capital First as smooth as possible.

In order to get started, Capital First requires a copy of the Trust Document, asset statement, and a completed Trust Intake Form.