Doing Business with Us

We strive to make the preparation process easy and seamless.

The documents below are regularly updated as needed. Simply select the document you would like to view from the choices below.

Existing Account Application

Do you need a new trustee or fiduciary? This is a great place to start.

Future Account Application

Still exploring planning options? We'll be there for you when you're ready.

Naming Us in a Document

Documents that FCTA can be named in:
  • Trustee of Trust
  • Executor under Last Will (TN/NC/SD)
  • Agent under Power of Attorney (TN/NC/SD) (sometimes also called Attorney-in-Fact)
  • Conservator of the Estate (TN/NC/SD) (sometimes also called conservator of the purse, or of the assets)
  • Agent for fiduciary (we can provide back-office support to individuals serving in the above roles).