Trusts and Estates

Preserving and transferring wealth are important objectives for many financially successful people. To develop a plan that meets your wishes and your family's unique needs, you'll work with your First Citizens advisor. As part of your estate plan, your advisor can help you establish a trust, which will provide you with peace of mind and protection from needless taxation.

We are experienced and professional in serving as personal representatives, with vast knowledge of probate procedures, federal and state tax laws, accounting principles and investment management. In short, we have all the expertise required to handle the settlement of your estate.

Additionally, serving as your estate's executor, we'll complete the settlement process quickly. We welcome the collaboration of co-executors (including family members) with the belief that such partnerships can offer stronger protection of the wealth you've built.

If you've been named as executor of a relative or friend's estate, we can help by serving as your agent to manage the estate's administrative duties. While you retain responsibility for all decisions (including the management of the estate's assets), we can relieve you of the day-to-day administration.

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