Trust Settlement Services. Continuing support for your loved ones.
are written legal agreements between you and a trustee under which the
trustee manages the trust assets. Trusts also help keep family matters
private by avoiding probate – which, in turn, helps minimize trust
creating a living trust, you can create a framework for the effective
management of your financial affairs during your lifetime and ensure
the accurate distribution of assets to your loved ones when the need
Capital City Bank provides Trust Settlement Services, including:
- Filing federal estate tax returns.
- Filing final income tax returns.
- Preparing final accounting.
- Filing Notice of Trust.
- Paying valid creditor claims.
- Paying bequests to beneficiaries.
- Making tax elections under the Internal Revenue Code.