Trusts are a smart way to manage your assets, skip the probate hassle, and reduce inheritance taxes so your legacy goes exactly where you want it to. With CoreFirst Trust Services, we team up with accountants, attorneys, and trust experts (plus you!) to create a plan that fits your life and the people or causes you care about most.
Investment, Insurance and Advisory products:
Are not FDIC insured | Are not bank guaranteed | May lose value | Are not deposits | Are not insured by any federal government agency | Are not a condition to any banking service or activity
Preserve your family's values and vision for generations to come with personalized trust services designed to honor your legacy. From wealth transfer to charitable giving, our expert guidance ensures your intentions are carried out with clarity, care, and confidence.
Trusts are a smart way to manage your assets, skip the probate process, and reduce inheritance taxes—so your legacy supports the people and causes you care about most. At CoreFirst, we work closely with you, along with accountants, attorneys, and trust experts, to create a plan that fits your life and your goals.
Revocable Living Trusts – Manage your assets during your lifetime and avoid probate
Irrevocable & Testamentary Trusts – Typically activated after death to carry out your wishes
Charitable Trusts – Support the causes you love with one or more charitable beneficiaries
Custodial Agency Services are for individuals and organizations that wish to retain full control over their investment portfolio, but do not want to be burdened with the responsibility of record keeping.
Services Provided:
Estate Administration
Transferring property from one generation to the other is complicated. Most families lack the skill or time to handle estate administration properly. Our trust experts have over 180 years of experience dealing with estate administration. Our expertise eliminates the stress from an emotional situation. As your executor, CoreFirst Bank & Trust handles the duties associated with the administration and settlement of an estate efficiently and professionally.
Estate Administration Services
CoreFirst Bank & Trust may be called upon to act as conservator on behalf of a minor child or a disabled person unable to manage his/her individual property. We have a long history of successful and compassionate work as conservators.
Conservatorship Administration Services
At CoreFirst, our financial pros are more than just credentials—they’re real people who care about helping you make smart moves with your money. Get to know the friendly faces who bring experience, insight, and a personal touch to every plan.
| Investment, Insurance and Advisory products: |
| Are not FIDC insured | Are not bank guaranteed | May lose value |
| Are not deposits | Are not insured by any federal government agency | Are not a condition to any banking service or activity |