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:
Services we provide:
For more information and details about our Personal Trust Services, click here to view our FAQs document.
*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.
For more information and details about our Estate Administration & Settlement Services, click here to view our FAQs document.
SIMPLIFY takes care of your recurring 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:
Then, our team will:
For more information and details about SIMPLIFY, click here to view our FAQs document.