Trust Services

At CoreFirst, we understand the importance of protecting your assets and ensuring your legacy. Our comprehensive trust services are designed to provide peace of mind for individuals and businesses alike. Explore our range of trust solutions tailored to meet your unique needs.

Estate Planning

Secure your family's future with our expert estate planning services. We'll help you create a comprehensive plan that reflects your wishes and protects your assets for generations to come.

  • Will preparation
  • Trust creation
  • Power of attorney
  • Healthcare directives

Trust Administration

Let our experienced team handle the complexities of trust management. We ensure that your trust is administered efficiently and in accordance with your wishes.

  • Asset management
  • Distribution of assets
  • Tax planning and reporting
  • Beneficiary communication

Fiduciary Services

Trust CoreFirst to act in your optimal interests. Our fiduciary services provide professional management and oversight for a variety of financial matters.

  • Trustee services
  • Executor services
  • Guardian services
  • Asset management

Why Choose CoreFirst for Your Trust Services?

Unparalleled Expertise

Our team of trust professionals brings decades of experience to ensure your assets are managed with the utmost care and expertise.

Personalized Approach

We take the time to understand your unique situation and goals, crafting tailored solutions that align with your vision for the future.

Proven Track Record

With a history of successful trust management, CoreFirst has earned the trust of countless individuals and businesses.

Security and Confidentiality

Your privacy and the security of your assets are our foremost priorities. Rest assured that your trust is in safe hands with CoreFirst.

Our Trust Services Process

Initial Consultation

We start by understanding your needs and goals through a comprehensive discussion.

Customized Planning

Our experts develop a tailored trust strategy that aligns with your objectives.

Implementation

We handle all the necessary paperwork and legal requirements to establish your trust.

Ongoing Management

Our team provides continuous oversight and adjustments to ensure your trust's success.

Client Testimonial

"CoreFirst's trust services have given me peace of mind knowing that my family's future is secure. Their expertise and personalized approach made the entire process smooth and reassuring."

Sarah Thompson, CoreFirst Trust Client

Trust Services FAQ

A will is a legal document that specifies how you want your assets distributed after your death, while a trust is a legal arrangement that allows a third party (trustee) to hold and manage assets on behalf of beneficiaries. Trusts offer more control and privacy, and can help avoid probate.

It's recommended to review your trust every 3-5 years or after significant life events such as marriages, divorces, births, deaths, or major changes in financial circumstances. Regular reviews ensure your trust remains aligned with your current wishes and circumstances.

Yes, CoreFirst can serve as a professional trustee for your trust. Our experienced team can manage trust assets, make distributions according to the trust's terms, and handle all administrative duties, ensuring impartial and expert management of your trust.