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Trust & Estate Administration
Helping You Protect
What
Matters
Most.
At Capital Bank, we understand the importance of preserving and managing your assets for future generations.

We know that protecting your assets and ensuring they are passed on according to your wishes is important. Our Trust & Estate Administration services help you plan for the future, ensuring your wealth is managed and distributed as you intend.

Our experienced team will work with you to develop a plan that aligns with your goals, whether it’s providing for your family, supporting a charitable cause, or ensuring business succession. We prioritize clear communication and careful oversight, helping beneficiaries navigate their financial responsibilities while ensuring your instructions are carried out efficiently and impartially.

Already have a plan in place? Our team can review your wills, trusts, and other estate documents to ensure they remain aligned with your goals and are structured as efficiently as possible.

Let us help you create a lasting legacy. Contact a Capital Bank Advisor today at 800-836-3711 to get started.

Not FDIC Insured, Not Bank Guaranteed, May Lose Value, Not Guaranteed by any Government Agency, Not a Bank Deposit

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Financial
Planning

Customized financial planning to guide you toward a secure and fulfilling future.

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