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Fiduciary Real Estate


Clients of First American Trust enjoy the advantage of working with a company that for generations has been respected in the real estate community. Our real estate trust officers have extensive expertise and access to the tremendous resources of parent company First American Financial Corporation and its affiliate companies in the real estate industry. Real estate is often one of the most significant and complex aspects of a trust, yet our competitors would be hard pressed to match our breadth and depth in this area. Many trust companies will not accept accounts carrying income producing or investment-grade real estate, but at First American, we are as comfortable with real estate assets as we are with equities and fixed income securities.

Whether the property is a home or a commercial enterprise, First American Trust provides a comprehensive array of services:

  • Property sales and leasing 
  • Comprehensive insurance - earthquake and flood protection 
  • Financial analysis, feasibility studies and environmental surveys 
  • Income and expense oversight - mortgage and tax payments 
  • Managing tenant and vendor relationships 
  • Project management for repairs and improvements 

Land Trust Division

First American Trust also maintains a Land Trust Division that has been part of the company since its founding. The division includes Land Holding Trusts and Escrow Accounts—two specialty accounts not typically found at other asset management or trust companies.

Land Holding Trusts are used to hold title in the trustee’s name, thereby maintaining anonymity for the First American client and keeping a client’s name off the recorded deed. As trustee, First American can handle all documents for recording at a client’s request.

Escrow Accounts provide a variety of functions for clients during situations such as corporate mergers and acquisitions and lawsuit settlements. Clients benefit from these accounts as they can have a disinterested party hold assets during escrow, and if there are confrontational parties, communication can be directed to the escrow agent.