Trust Services

If You Need Trust Services

Our List of Trustees


CapitalFirst Trust Company serves as trustee for Settlement Planners, Inc.’s Settlement Asset Management line of products and services, possessing the critical administrative and accounting systems necessary to effectively manage the affairs of both large and small trusts.

https://www.capitalfirsttrust.com


CPT Trust Services is a 501(c)(3) tax exempt charity & non-profit trustee established in 1994. Our primary exempt activity is to protect eligibility for Medicaid & Supplemental Security Income (SSI) for those who are unable to work via Special Needs Trust administration.

 

https://www.cpttrust.org