Trust Services and SIMPLIFY
Ronald Blue Trust Success Story: New Client
July 16, 2018
At Ronald Blue Trust, we have been busy since our transition to a trust platform on August 1, 2017. We hope that the only noticeable change you’ve seen is our expanded service offerings, which now include personal trust, estate settlement, and SIMPLIFY services. Our new 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 in April, we’d like to take this opportunity to share another success story, this time from a new client’s perspective.
Diane is a new client of Ronald Blue Trust. She recently received an inheritance of just over a million dollars after the passing of her mother, her last surviving parent. When Diane’s father passed away 15 years ago, her mother became the trustee of the family trust. Her mother’s will stipulated that when she died, Diane would need to become a co-trustee with a professional trustee.
“It’s really the first major wealth that Diane has had to manage, so she called and asked if we could help her do some financial planning and investment management, including becoming the corporate trustee of this trust,” explains the advisor. “Now, of course, as Ronald Blue Trust, we can do that.”
Diane was able to gain confidence and clarity about how the money would be managed and invested after speaking with her advisor. He assured her that while he will be managing her non-trust money, he also will be working alongside the trust company’s investment team, who will decide how the trust money should be weighted and allocated.
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
Be sure to visit our
channel and follow us on
This client has given us permission to print her story. A pseudonym has been used to protect her 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
. If you would like to add your name to our newsletter mailing list, please contact your Ronald Blue Trust advisor.
Disclaimer: Ronald Blue Trust obtains historical and other information from a wide variety of publicly available sources. The information and material provided is for informational purposes only and is intended to be educational in nature. We have taken reasonable care and precaution to ensure that the information is fair and accurate, or has been compiled from sources believed to be reliable. Nevertheless, we do not make any representations or warranty, express or implied, as to the accuracy, completeness, or fitness for any purpose or use of the information. The information may not in all cases be current and it is subject to continuous
change. Accordingly, you should not rely on any of the information as authoritative or a substitute for the exercise of your own skill and judgment in making any investment or other decision. We recommend that individuals consult with a professional advisor familiar with their particular situation for advice concerning specific investments, accounting, tax, and legal matters or other matters before taking any action. We shall not be liable for any direct, indirect, or consequential loss arising from any use of or reliance on the information contained here. Certain sections of this commentary may contain forward-looking statements that are based on our reasonable expectations, estimate, projections and assumptions. Forward-looking statements are not guarantees of future performance and involve certain risks and uncertainties, which are difficult to predict. Investing involves risk and the value of your investment will fluctuate over time and you may gain or lose money. Past performance of any security, sector or investment style is not necessarily indicative of future results.