Settlement Industry

TRUST SOLUTIONS FOR PERSONAL INJURY VICTIMS AND THEIR FAMILIES

Capital First is an independent trust company supporting families and individuals nationwide with personalized and attentive settlement trust administration. With over two decades of experience serving as the corporate trustee for settlement trusts, we customize the services we provide to fit the needs of the settlement planner and the beneficiary.

MEETING YOUR CLIENT’S NEEDS

How do you ensure your client’s needs are taken care of now and into the future? Capital First works as a part of your team to support you and manage the expectations of all parties involved.

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PROTECTING OUR BENEFICIARIES

Our motto is, “It’s a matter of trust.” Clients can feel confident in the regulatory oversight and fiduciary safeguards at Capital First Trust Company.

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CAPITAL FIRST TRUST COMPANY PRODUCT OVERVIEW

SPECIAL
NEEDS

TRUST

Capital First Trust Company is an industry leader in the Special/Supplemental Needs Trust community. We have the experience and skill required to effectively administer these specialized trusts.

SETTLEMENT
PRESERVATION

TRUST

Protect settlement funds from wasteful dissipation and allow for financial flexibility in the future. With an extensive background in personal injury cases, you can depend on Capital First Trust Company to deliver high-quality care in the administration of a Settlement Preservation Trust.

ADVISOR
DIRECTED

TRUST

Capital First Trust Company understands and respects the hard-earned and trusted relationship trust clients have with their financial advisor.

ASSET
PROTECTION

TRUST

Shield assets from the reach of creditors and enjoy the benefits of South Dakota trust law.

MEDICAL
REVERSIONARY

TRUST

Ensure medical expenses are covered after personal injury.

FORMS
AND

BROCHURES

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

FREQUENTLY
ASKED

QUESTIONS

Not everyone has over twenty years in the trust industry. We are here to answer your Settlement Industry 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.