Trust Services: 
Estate Planning and Administration
We offer professional asset administration, bookkeeping, and investment management solutions.  We'll work with you to review your current plans, evaluate your assets and help you select an investment management solution to meet your goals.  Planning for your family's financial security is an ongoing ever-changing process.  From new tax laws to changing family circumstances, financial planning is the foundation to successful wealth management.  We can review your current will and/or trust document, as well as make recommendations to insure that you have prepared for your financial future and estate needs.
We also provide estate settlement administration.  We can manage and sell property; assure proper income tax and other tax obligations are met; provide detailed accounting to the courts; and make final distribution to beneficiaries and heirs.  An executor's job can be confusing and complex.  By utilizing First Citizens as the executor of your estate, you can provide for a continuing flow of income for your family following your death; ensure professional management of your investments; and create a unified source of support for your family.
We are available to meet with you at your convenience or at any of our locations.
Products provided by First Citizens Trust & Investment Services are not insured by the FDIC, are not deposits of the bank and are not guaranteed by this institution; and, are subject to investment risks, including possible loss of the principal invested.