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.

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.

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.

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.

Financial Power of Attorney/Attorney in Fact

Capstone Trust can serve as a financial power of attorney and/or attorney in fact.  Capstone Trust does not serve as a health care power of the attorney.

Fees available upon request.

Full Disclosure Packet

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*

×