Trust & Estate

When planning for the future, isn't it nice to know you're not alone? First Citizens has a talented staff of knowledgeable professional advisors to help make sure that your future looks bright.

Summary

Investment Management

We can help you manage your assets using a disciplined approach through risk assessment and diversification to help meet financial objectives and long-term goals.

IRA Rollover

After years of employment and building assets in a Retirement Plan, we can assist you in properly transferring and investing this part of your nest egg in a tax-deferred account.

Trust Administration

First Citizens possesses the knowledge and experience required to administer the terms of your trust. Whether it's by a Living Trust during your lifetime, a Stand-by Trust that is activated by a predetermined event, or a Trust Under a Will for the benefit of minors or a handicapped individual, our investment experts will be able to help.

Estate Planning

Through the assistance of an attorney, we can establish an estate plan based upon your accumulated assets and circumstances while considering tax consequences and individual needs.

Estate Administration

Choosing the right executor is one of the most important decisions you will make when preparing a Will. By naming the Bank as your Executor, our experienced Trust Officers will remove that burden from a family member and ensure that the task is completed timely and in a fair and impartial manner.