Settlement Planning with a Trust - Explainer Video

This short video helps explain the relationship between the financial advisor, their client, and the trustee in an Advisor Friendly Trust.

This short video explains the basics of a Special Needs Trust.

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.