We take care of you through a personal trust relationship

We take care of you through a personal trust relationship

Our Capabilities


For more than half a century, individuals and families with substantial, and often complicated, estate plans have entrusted First American Trust with the responsibility of building estate plans and implementing wealth transfer strategies according to individual legacy preferences. Peace of mind is of paramount importance; we help our clients manage complex and often emotional decisions.

First American Trust works closely with each client and their estate attorney and tax advisor to develop and administer trusts. Our goals are to provide financial security, manage assets during one's lifetime, transfer assets to future generations or philanthropic organizations, and reduce estate taxes.

Our Trustee Capacities:
  • Agent for Trustee
  • Trustee
  • Co-trustee
  • Successor Trustee/Co-trustee
Our Broad Array of Trusts:
  • Personal Revocable Trusts
  • Personal Irrevocable Trusts
  • Charitable Trusts
  • Foundations and Endowments
  • Special Needs Trusts
  • Life Insurance Trusts
  • IRAs
  • Asset Protection Trusts
  • Rabbi Trusts¬†
  • Land Trusts
  • Business Escrows
Our Trust Services:
  • Reliable, tax-efficient management of financial and non-financial trust assets¬†
  • Unparalleled expertise in unique management including real estate, business interests and mineral, oil and gas interests
  • Payment of taxes, insurance and personal bills on our clients' behalf
  • Management and documentation of distributions to trust beneficiaries
  • Professional recordkeeping and reporting to current and remainder beneficiaries¬†
  • Tax data tracking to prepare for individual, fiduciary and estate tax returns