Services

At CAPSTONE Trust we strive for excellence in all aspects of the work we undertake for our clients. Please select a service offering below to learn more about what we offer our clientele.

Capstone Trust Gold ™

Trust Administration

We are structured to serve as trustee, successor trustee or co-trustee and fulfill all duties and obligations required by the fiduciary standard of care. This includes but is not limited to: disbursing principal, disbursing income, managing property and paying household and medical bills according to you and your trust’s direction. As part of the Trust Administration services, we also provide comprehensive, periodic statements detailing receipts, income, disbursements and the value of trust assets under administration.

Asset Management

While serving as trustee or co-trustee we manage the trust assets according to the investment objectives articulated within the trust document. Asset management duties include not only overseeing traditional portfolios of financial assets such as stocks, bonds and cash; but also assuming trusteeship of a variety of non-financial assets such as real estate, agriculture and business interests.

Guardianship of the Estate

We are capable of serving as Guardian of the Estate for a minor child or incapacitated adult.  This work entails management of all financial affairs for the individual but does not entail Guardianship of the Person.

Estate Settlement

Not every estate plan requires the formation of a trust to accomplish its objectives. The process of settling an estate with or without a trust may be difficult, stressful and time-consuming.   We are capable of acting as personal representative for an estate and accomplishing all of the requisite tasks to settle an estate.

Beneficiary Services

We will distribute trust principal and income to beneficiaries according to the terms of the governing trust document. In addition we will provide trust reporting to beneficiaries and provide the appropriate level of localized customer service to ensure the trust beneficiaries are informed and properly cared for.

Trust Reporting

We provide quarterly statements to co-trustees, beneficiaries and authorized interested parties (CPAs, attorneys) as well as all required tax documents. CAPSTONE Trust will strive to provide each client and their representatives with timely and relevant information as needed in addition to the basic quarterly statements.

Fees available upon request.

Full Disclosure Packet

Capstone Trust Elite ™

Capstone Trust Elite is available only to those with $10mm total net worth and $2mm liquid. For more information regarding services provided and fees, please follow the link below. Information will only be provided to those who meet the minimum net worth criteria.

Capstone Trust Elite Information Request

Capstone Trust Elite Information Request

Please provide us with the following information and a member of our Executive Team will contact you to discuss your needs and eligibility for the Elite platform.

Your Name*

Your Email*

Telephone*

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