Trusts and Estates
Trust and estate planning solutions to help you thoughtfully preserve, manage, and seamlessly transfer your legacy with care and expertise.
Customized
Comprehensive Trust and Estate Solutions
Personalized trust and estate services designed to protect, manage, and transfer your wealth, ensuring your plans are realized.
Navigating Legacies with Care and Expertise
First Western Trust provides customized trust and estate planning designed to navigate preserving and transferring wealth safely. Our solutions are crafted to ensure that your legacy endures, offering peace of mind that your wealth is managed according to your exact wishes. By partnering with us, you lay a foundation for generational prosperity, anchored by our commitment to align every strategy with your life’s goals and values.1,2
Specialized Offerings
Conservatorship
Ensure your loved ones and their belongings are well cared for in case of incapacitation.
Successor Trustee
Protect your estate and family’s future and safety for generations with an experienced successor trustee.
Custody and Trustee
Optimize your estate with directed and delegated trust solutions, ensuring tailored fiduciary care.
Irrevocable Life Insurance Trust
Gain enduring peace of mind with our fortified coverage, providing tax advantages and safeguarding your wealth.
Wyoming Asset Protection Trust
Offers asset protection, tax advantages, privacy, and flexibility in managing wealth efficiently.
Revocable Trusts
Maintain complete control and flexibility ensuring your wealth is managed to your preferences.
— Jeffrey P.
“You know the feeling you get when you walk into a safe haven like a loved one’s home, and there is your favorite meal on the table and loving faces there to greet you. You can breathe a sigh of relief because you feel safe and cared for; that’s how my experience has been with First Western Trust. They are different than any banking relationship I’ve ever had.”
Insights
Tangible Assets: Planning for What Your Family Can’t Simply Divide
Your estate plan may determine how to divide the investment portfolio. But who gets the single painting over the fireplace? Some of the most difficult assets to distribute[…]
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A Letter of Wishes: Bringing Clarity to Your Legacy
A well-crafted trust can help preserve wealth, protect assets, and provide clarity for future generations. Yet even the most comprehensive[…]
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Top Wealth Transfer Vehicles for Generational Planning
For affluent families, preserving wealth across generations requires more than investment management alone. It often involves thoughtful coordination between estate[…]
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The Strategic Power of Wyoming Trusts for Lasting Legacy
For high-net-worth individuals, true financial security isn’t just about what you own. It is about how your assets are structured and protected. Families[…]
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The Private Annuity Sale: A Strategic Way to Protect Your Estate
For individuals with substantial wealth, protecting assets, ensuring predictable lifetime income, and transferring wealth efficiently to future generations are key[…]
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Ready to learn more? Let’s have a conversation.
Explore how our trust and estate solutions can safeguard and enhance your financial well-being.
Personal and Commercial banking services offered through First Western Trust Bank, Member FDIC.
Wealth Management and Investment Services are Not a deposit, Not guaranteed by the Bank, May Lose Value.