Trust Services and SIMPLIFY

Seeing your plan through.

Having someone you trust that knows you and your financial situation well to carry out your estate and trust plan is a key step to ensuring that your goals and objectives for your wealth are maintained. Ronald Blue Trust helps you develop an estate and trust plan designed to reflect your values and offers trust services so that when the need arises, we can help see those plans through.

Based on your unique situation, we can help you determine the trust services that will best fit the needs of you and your heirs. Our solutions can offer assistance with a wide range of circumstances including helping with a special needs beneficiary, managing trust assets, settling an estate, and many more.

Our trust services include Personal Trust Services where we can serve in various trustee capacities, fulfill the role of personal representative or executor of an estate, or act as guardian or conservator in managing the assets of a minor or incapacitated adult and Estate Administration & Settlement Services through which we can manage complex assets and other administrative tasks that must take place to settle an estate.

In addition to trust services, Ronald Blue Trust offers SIMPLIFY, our unique personal financial management service combining the convenience of bill paying with a defined investment component in a discretionary model portfolio.

Individuals often name close friends or family members as trustee for their personal trusts, but this role can weigh heavy on your loved ones at a time that is already difficult.

How personal trust services can help:

We work with you and your attorney to guide you through the process of creating a trust that can be administered as you intended and in your loved ones' best interests.

Roles we can fulfill:

  • Sole trustee, co-trustee, or successor trustee for revocable, irrevocable, charitable, and special needs trusts
  • Guardian and conservator to manage assets for minors or incapacitated adults under court direction

Services we provide:

  • Portfolio creation and prudent investment management
  • Cash management and bill payment
  • Distributions to beneficiaries
  • Consolidated asset reporting and record keeping
  • Annual trust tax return preparation

For more information and details about our Personal Trust Services, click here to view our FAQs document.

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Ronald Blue Trust and its employees do not provide legal or accounting advice or services. Work with your attorney or accountant for such services.

Ronald Blue Trust’s experienced estate settlement administrators will help you locate, transfer, and safeguard the assets your loved one accumulated over the years. We'll also manage and liquidate the assets as needed, taking into account the tax consequences.

Services we provide:

  • Review estate planning documents
  • Identify, locate, collect, value, and safeguard assets
  • Notify creditors within the legally required timeframe
  • Locate beneficiaries and obtain necessary information
  • Manage complex assets, such as real estate
  • Hire and consult with third-party advisors for legal work, tax preparation, real estate, and other transactions
  • Communicate and file documents with the IRS
  • Determine and pay the deceased's debts and estate expenses
  • Distribute the estate's assets in accordance with the terms of the will and trust

For more information and details about our Estate Administration & Settlement Services, click here to view our FAQs document.

SIMPLIFY takes care of your reoccurring financial obligations, so you have more time to volunteer in your community, be active, or simply spend time with those you love.

Here's how it works:

First, you:

  • Choose one of five model portfolios.
  • Provide us with a list of your bills.

Then, our team will:

  • Periodically rebalance your portfolio to increase cash levels to be used for bill payment.
  • Pay the bills you have designated us to pay on your behalf.
  • Provide you with a monthly statement that show your income, investment portfolio, and bills paid.

For more information and details about SIMPLIFY, click here to view our FAQs document.



 

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