Trust Services and SIMPLIFY
Ronald Blue Trust Success Story: Existing Clients
October 8, 2018
Since our transition last year, we‘re excited to offer personal trust, estate settlement, and SIMPLIFY services in addition to wealth management strategies. Our trust company structure allows you to name Ronald Blue Trust as a professional trustee of a trust and/or executor of a will, which means that, upon acceptance, we can assume responsibility for carrying out the terms of a trust and/or will. Much like we did before, we’d like to take this opportunity to share more success stories, this time from existing clients.
Melanie and William* (ages: late-50s)
Melanie and William have been clients since 1998. Early on, they demonstrated admirable financial discipline by paying off all medical school debt and their home mortgage. With some extra cash in hand, they engaged Ronald Blue & Co. to manage their money, and their accounts have grown significantly over the last 15 to 20 years.
They eventually set up a planning instrument called an Irrevocable Life Insurance Trust (ILIT) for which their advisor served as individual trustee for several years. “With the transition to Ronald Blue Trust, we began talking about new opportunities,” the advisor says. “After talking and praying about it, and considering family members for the trustee role, they said that they would feel most comfortable if Ronald Blue Trust became trustee.”
Melanie and William have enjoyed the benefits of a holistic relationship with Ronald Blue & Co. and now Ronald Blue Trust. The company has worked alongside them through the many ups and downs that 20 years can bring, including building a large family of both biological and adopted children. In fact, their oldest son, a recent college graduate, is interested in meeting with the Ronald Blue Trust advisor to learn about basic budgeting. Working together, the next generation of their family will start their own journeys toward financial stability.
Carol and Mitch* (ages: mid-60s)
Ronald Blue & Co. has provided Carol and Mitch with financial planning and investment management services for the last couple of years. When they heard about the company transitioning to Ronald Blue Trust, they were excited to learn more and explore the new service offerings.
Carol previously practiced law and is familiar with the estate settlement process. They know they don’t want their children to be burdened with serving as executors, but they would like to pass their financial values on to the next generation. Ronald Blue Trust is now named as the executor on their estate. They both feel that having the trust service in place is a matter of comfort knowing that their spouse will be taken care of and their kids won’t be entangled with the estate.
At Ronald Blue Trust, we want to walk with you through each season of life as a trusted advisor who can help you focus on the things that matter most to you. If you would like to speak to your advisor about starting a financial plan, or for more information on our new expanded trust services, please call 800.987.2987 or email
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*These clients have given us permission to print their stories. Pseudonyms have been used to protect their privacy. Ronald Blue Trust and its employees and affiliates do not provide legal or accounting advice or service. Work with your attorney or accounting professional for such services. The client’s experiences may not be representative of the experience of other clients. Their experiences are also not indicative of future performance or success.
This article was originally published in our
Wisdom for Wealth. For Life.
quarterly newsletter. To read more client success stories, please click
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