We take care of you through a personal trust relationship


Estate Settlement

At First American Trust, our estate settlement professionals work closely with our clients and their advisors. We can serve as trustee, co-trustee, successor trustee or agent, depending on a clients' needs. Our expertise and dedication to our clients' success allows us to simplify and take charge of the complicated process of wealth transfer. 

Our services include:

  • Identification, collection, valuation and management of all assets
  • Probate estate and trust administration
  • Strategies, both tax and legal, used to minimize taxes, such as, estate, generation skipping, and income
  • Preparation or review of taxes
  • Required inventories and accounting
  • Asset distribution, according to provisions of the estate plan