Phoenix Trust and Estate Solutions

At First Western Trust Phoenix, we provide personalized trust and estate solutions that help you safeguard your wealth and plan for the future. Our team offers tailored solutions to ensure our services align with your financial goals.
Phoenix, Arizona, USA Downtown Skyline Aerial

Plan, Grow, and Preserve Your Wealth

Trust and Estate Services for Phoenix

Phoenix is a city of opportunity and growth, and managing your wealth requires a strategic approach. At First Western Trust, we offer trust and estate solutions designed to protect your assets and preserve your wealth for future generations.

From estate planning to charitable giving and wealth transfer strategies, our advisors bring local insight and customized solutions to ensure your needs are met. Trust us to help you build and preserve your legacy.

Elevated view of Midtown Phoenix skyline with a park with a lake

Trust and Estate Solutions

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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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Creating a Private Family Foundation Advantages and Disadvantages 1

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 Phoenix?

Explore how our trust and estate solutions can safeguard and enhance your wealth story.
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.