Cherry Creek Trust and Estate Solutions

At First Western Trust Cherry Creek, we offer sophisticated trust and estate solutions designed to support your financial goals and lifestyle. Our expert team helps you navigate complex planning with confidence.
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Tailored Trust & Estate Strategies

For Life in Cherry Creek

Cherry Creek is known for its refined lifestyle and diverse financial needs. At First Western Trust, we provide trust and estate services that cater to the unique goals of Cherry Creek’s individuals and families.
From wealth preservation to estate transfers and philanthropic giving, our team delivers customized solutions with local expertise and deep industry knowledge. Let us help you secure your financial future and achieve your legacy goals.

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Specialized Offerings

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Conservatorship

 Ensure your loved ones and their belongings are well cared for in case of incapacitation.

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Successor Trustee

Protect your estate and family’s future and safety for generations with an experienced successor trustee.

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Custody and Trustee

Optimize your estate with directed and delegated trust solutions, ensuring tailored fiduciary care​​.

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Irrevocable Life Insurance Trust

Gain enduring peace of mind with our fortified coverage, providing tax advantages and safeguarding your wealth.

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Wyoming Asset Protection Trust

Offers asset protection, tax advantages, privacy, and flexibility in managing wealth efficiently.

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Revocable Trusts

Maintain complete control and flexibility ensuring your wealth is managed to your preferences.

Insights

Creating a Private Family Foundation: Advantages and Disadvantages

For high-net-worth individuals and families, a private family foundation offers a unique way to manage charitable giving, foster a legacy[…]

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Unlocking Financial Independence for People with Disabilities: Understanding ABLE Accounts

Financial security is essential for everyone, including individuals with disabilities. However, stringent asset limits tied to eligibility for benefits like[…]

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Estate Planning 101: Protecting Your Legacy Through Wealth Management

When it comes to securing your family’s future and ensuring that your legacy is protected, few steps are as essential[…]

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Year-End Trust and Estate Planning: What To Do To Close 2024

As 2024 draws to a close, it’s important to proactively update your trust and estate plans to reflect your current[…]

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Year End Trust and Estate Planning What To Do To Close 2024

What to Look for When Updating Your Estate Plan

When is the last time you reviewed your estate planning documents? If it’s been more than a couple of years[…]

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What to Look for When Updating Your Estate Plan

Ready to learn more about Trust and Estates in Cherry Creek?

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.