CAPITAL FIRST TRUST VIDEOS
Watch educational videos covering trust planning, fiduciary services, and topics important to clients, families, and professionals.
July 15, 2024
Settlement Planning with a Trust - Explainer Video
Incorporating trusts in settlement planning offers a means to manage settlement funds, provide security, flexibility, and protection for the clients financial future.
July 15, 2024
Advisor Friendly Trusts (Explainer Video)
This short video helps explain the relationship between the financial advisor, their client, and the trustee in an Advisor Friendly Trust.
July 15, 2024
Special Needs Trusts (Explainer Video)
This short video explains the basics of a Special Needs Trust.
April 25, 2024
Capital First Safety and Regulatory Oversights
A trust administration company is meant to be trusted. This means ensuring the safe keep of client trust funds through independent external audits, internal audits, board of directors supervision, state banking reviews and oversight, and multiple levels of insurance. Capital First Trust Company is a safe home for your trust funds.
October 05, 2023
Jimmy's Story: Capital First Special Needs Trust Video
Capital First Trust Company is a national leader in Special Needs Trust Administration. This video is a testament to how a Special Needs, or Supplemental Needs Trust can help better the lives' of an SNT beneficiary.
December 16, 2021
Capital First Trust Company | What We Do
Capital First Trust Company is an independent South Dakota charted trust company founded on a commitment to provide our clients with exceptional customer service. Capital First Trust Company can support you with our custom trust solutions and trust services.
May 27, 2021
How Capital First Out Locals Your Local Trust Company
Capital First is a Midwest company with Midwest values, and we're dedicated to being your "local" trust company, no matter where you're located.
May 18, 2021
Why Should You Choose Capital First Trust Company?
Capital First Trust Company is your go to Settlement Preservation and Special Needs Trust Administrator. We are the experts.