by John Darer CLU ChFC MSSC RSP CLTC
Are you looking for Morgan Chase Trust Company? Morgan Chase Trust Company was a previous name of what is now known as Capital First Trust Company, a popular trustee for settlement trusts used by settlement planners to help manage personal injury recoveries.
Capital First Trust Company (“Capital First”) is an independent state-chartered trust company with its charter situs being South Dakota. Capital First’s business is to serve as trustee and trust administrator for Settlement Trusts and Wealth Management Trusts, i.e. financial and estate planning trusts. Pursuant to South Dakota statute, Capital First may administer trusts in all fifty states and is trustee for more than 1,100 trusts. Capital First Trust Company has its administrative offices in Milwaukee, Wisconsin.
If you have a trust that was originally set up with Morgan Chase Trust Company and have questions, you may reach out to your original settlement planner if you are still in touch, contact me at 888-325-8640 or call Capital First Trust Company at 800-521-2359.