We take care of you through a personal trust relationship


Trust Services

The challenge of finding the right trustee begins with identifying a responsive trust company that provides practical solutions to individual needs. At First American Trust, our clients benefit from the services of a trustee who not only administers their trust assets, but who also acts as a trusted advisor, and who considers the unique and personal situations of each client.

Because simple answers rarely exist when managing a personal trust relationship, our highly collaborative approach involves legal, accounting, and other professional advisors to assure that all aspects of trust administration—from estate planning to estate settlement—are performed in an accurate and attentive manner.

As a fiduciary, our services include:
  • Investment management for trusts and estates
  • Management of real estate, closely-held business and other unique assets
  • Impartiality when carrying out terms of the trust document
  • Detailed reporting and regular communication with beneficiaries
  • Recordkeeping and trust accounting
  • Oversight of tax preparation and filing
  • Bill payment