CAPITAL FIRST IS ABLE TURN AN EXISTING TRUST INTO AN ADVISOR DIRECTED TRUST
Contrary to popular belief, all types of trusts, including irrevocable trusts can be transferred to a new trustee. Trust clients interested in an Advisor Directed solution can be assured Capital First will be with them and for them, every step of the way.
Our experienced trust professionals understand the distinction between the various states’ trust statutes and create an efficient transfer plan. When necessary, we work closely with the client’s attorney who is often familiar with the trust document and able to expedite the transfer. We make an effort to minimalize the time and cost of the trust transfer.
Our strong commitment to all parties involved in the trust transfer process is to communicate with all parties frequently and effectively. We are equally committed to treating all parties, including the existing trustee, with courtesy and respect.