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Trust Settlement Services. Continuing support for your loved ones.

 

Trusts 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 settlement costs.

 

By 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 arises.

 

 

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.
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