Trust Special Services
Take advantage of tax strategies
Managing and settling an estate can be complex and time-consuming. Also, many executors and trustees find that they lack the knowledge to complete the necessary duties. Our experienced Trust Special Services team can help.
As a professional fiduciary, we know the ins and outs of estate settlement. We can act on behalf of your Trustee or Executor by assisting with the administrative and asset management tasks needed, such as estate asset collection, distribution to beneficiaries, arrangements for valuation of assets for tax purposesD and more. We can also be named as Trustee or Executor, to ensure that your wishes are carried out based on your planning documents.
These services can ease a difficult time for your loved ones and ensure money will continue to do what you want it to do when you can no longer make financial decisions. Our Estate Planning services can help:
- Provide support and financial stability for surviving family members
- Preserve wealth for future generations
- Ensure your wishes are carried out according to your written wishes when you’re no longer able to manage affairs
- Act in a fiduciary capacity as your Trustee, Executor or Agent to your Trustee or Executor
- Manage property as well as appraising and distribution of your assets
Manage your tax strategy with confidence.
View your financial plan at a glance
Adjust goals to see different scenario outcomes
Collaborate with your financial partner
Simplify your financial life
Build an investment plan that lasts
First Citizens Wealth Management utilizes MoneyGuidePro as its Financial Planning Tool. MoneyGuidePro and Play Zone® are registered trademarks of PIEtech℠. All screenshots are ©PIEtech℠. Reproduced with permission. All rights reserved.
The information provided should not be considered as tax or legal advice. Please consult with your tax advisor.
Your investments in securities, annuities and insurance are not insured by the FDIC or any other federal government agency and may lose value. They are not a deposit or other obligation of, or guaranteed by any bank or bank affiliate and are subject to investment risks, including possible loss of the principal amount invested. Past performance does not guarantee future results.
First Citizens Wealth Management is a registered trademark of First Citizens BancShares, Inc. First Citizens Wealth Management products and services are offered by First-Citizens Bank & Trust Company, Member FDIC; First Citizens Investor Services, Inc., Member FINRA and SIPC, an SEC-registered broker-dealer and investment advisor; and First Citizens Asset Management, Inc., an SEC-registered investment advisor.
Brokerage and investment advisory services are offered through First Citizens Investor Services, Inc., Member FINRA and SIPC. First Citizens Asset Management, Inc. provides investment advisory services.
Bank deposit products are offered by First Citizens Bank, Member FDIC.