Trust Administration

• First Capital collects and invests dividends, interest income and annuity payments (when applicable).
• First Capital makes distributions to you as set forth in your customized trust agreement.
• First Capital prepares itemized statements showing all receipts, distributions, investment purchases, sales and asset market values. 
• During normal business hours (8:00 a.m. to 5:00 p.m. CST), First Capital provides you with immediate telephone access to a dedicated trust service administrator who is readily accessible to answer your questions and expedite requests.
• First Capital will coordinate with your other professional service providers (i.e., attorney, tax accountant, conservator, financial planner and investment advisor).
• Professional, experienced and unbiased administration to carry out the directions and guidelines to properly manage the trust.