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First Federal’s trust department, formerly First Southeast Fiduciary & Trust Services, provides varied and comprehensive options for asset management for individuals and families. We have the expertise necessary for wealth management as trustee, investment manager and custodian.  

Our highly individualized, flexible asset management plans help individuals, institutions and businesses produce value through investment results to meet your objectives. At First Federal the costs associated with investment management accounts and our trust services are not commission-based. They are determined from a percentage of the market value of your "bottom line," which we help you grow. When your market value declines, our fee does as well--so it is in our interest to provide you with a high quality plan that optimizes your goals. Our estate management fees are priced in a similar manner. The added benefit is the knowledge that your estate and tax planning is managed at no additional cost, and that financial provisions protect your assets in the event of disability or prolonged illness. Our full scope of estate planning services is a very personal service we provide to you, to your family and to your heirs. It is, after all, the kind of financial protection all your hard work deserves.

First Federal’s trust department offers a full range of services to provide for your peace of mind. With a focus on investment performance and experience, we offer high quality service and individualized attention. After an initial consultation to determine your personal financial goals, we will recommend a program customized for your needs.
 
  • Living Trusts
  • Trustee Under Will
  • Charitable Trusts
  • Estate Settlement Services
  • Conservatorship Services
  • Trustee and Custodian of IRA Rollover Accounts
  • Investment Management Accounts
  • Custodial Accounts

Call 843-724-0801 to schedule an initial consultation with one of our trust officers.
 
   
   
  Contact our Trust Department:

  843-724-0801
   
  Find a Trust Officer in your area
   

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