Capital First Trust Company (“Capital First”) is an independent state-chartered trust company with its charter situs being South Dakota. Capital First’s business is to serve as trustee and trust administrator for Settlement Trusts and Wealth Management Trusts, i.e. financial and estate planning trusts. Pursuant to South Dakota statute, Capital First may administer trusts in all fifty states and is trustee for more than 1,100 trusts.
Capital First serves as trustee and administrator for Directed Trusts (unbundled trusts) where the trust’s assets are invested and managed by an entity other than Capital First. These entities may be a R.I.A., broker dealer, financial planner or other investment service provider.
There are many reasons why Capital First Trust Company is considered to be the trust company of choice:
- Fees – Capital First’s trust fees are among the lowest in the country.
- Placement – Trusts too small to be placed elsewhere can be placed with Capital First. Our minimum trust deposit is $50,000 or $100,000 depending on the type of trust.
- Service and Accessibility – Capital First has no telephone menu or voice-mail driven screening. Capital First’s trust beneficiaries have immediate direct access to their trust service administrator via telephone or teleconferencing.
- Experience – Capital First has more years of experience specializing in the administration of settlement trusts than other trust companies.
Capital First is committed to providing beneficiaries with outstanding customer service.
Login to gain access to forms, links and information regarding Beneficiaries. This area of the site requires a login and password to access additional information. To request a login for access to this section, please contact us.
Login to this site will require a user name and password.
Capital First is the longest serving trust company specializing in Settlement Trusts and Special Needs Trusts. We provide the Settlement Planners with immediate access to our staff for technical support and for settlement consulting support.
We provide full support to the Settlement Planner in every facet of selecting and implementing a trust.
Login to gain access to forms, links and information regarding Settlement Planners. This area of the site requires a login and password to access additional information. To request a login for access to this section, please contact us.
Trust Account Mobile Login Page
Click on the link below for Capital First’s mobile login to access your account information from any smartphone or tablet.