Boulder Trust and Estate Solutions
First Western Trust offers comprehensive trust and estate services tailored to Boulder’s individuals and families. Our personalized strategies help you protect your wealth and secure your legacy with confidence.
Personalized Trust & Estate Solutions
For Boulder’s Community
Boulder’s dynamic and forward-thinking community requires trust and estate solutions that align with their values and long-term goals. At First Western Trust, we provide tailored strategies to help you preserve your wealth and ensure a seamless transition for future generations.
From estate planning and wealth transfer to trust administration, our experienced advisors provide guidance every step of the way. We combine deep local knowledge with industry expertise to create solutions that reflect your unique needs and aspirations.
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.
Insights
Trust Decanting: When and Why to Modernize an Existing Trust
Estate planning is a crucial part of managing and preserving wealth, especially for high-net-worth families and individuals. Over time, however,[…]
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Including Grandchildren in Your Estate Plan: What to Know
When it comes to estate planning, many individuals focus on passing assets to their children or spouses. However, including grandchildren[…]
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How to Pass Down Your Family Vacation Home
A family vacation home is more than just a property—it’s a place where cherished memories are made, a retreat that[…]
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The Role of Trusts in Business Exit Planning
Exiting a business is a significant milestone for any entrepreneur. Whether selling the business, passing it to heirs, or closing[…]
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Essential Financial Considerations Before a Divorce Decree Is Finalized
Divorce is a significant life transition that requires careful financial planning to ensure stability and long-term security. While the process[…]
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Ready to learn more about Trust and Estates in Boulder? 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.