First Federal Bank of California

Wealth Mgmt & Trust


Personal Trust

		Can First Fed act as trustee or successor trustee on my trust?

		Does the Trust Division draft trusts?

		Does First Fed provide probate services?


Self-Directed

		Can I buy Treasury Bills or Municipal Bonds at First Fed?

		Can I purchase stock through First Fed?




Can First Fed act as trustee or successor trustee on my trust?

		Yes. We have the ability to manage and administer estates of all sizes and asset types. For more information contact Pete Williams at 310.319.6037.

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Does the Trust Division draft trusts?

		No, but we can refer you to several estate planning attorneys in your area.

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Does First Fed provide probate services?

		Yes. For additional information, contact Pete Williams at 310.319.6037.

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Can I buy Treasury Bills or Municipal Bonds at First Fed?

		Treasury Bills and Municipal Bonds can be purchased through a brokerage relationship we have with Duerr Financial¹. For more information, contact the Investment Consultant at your local branch or call 310.319.5870.

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Can I purchase stock through First Fed?

		Stock, mutual funds, and annuities can be purchased through a brokerage relationship we have with Duerr Financial¹. For more information, contact the Investment Consultant at your local branch or call 310.319.5870.

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