Trust & Estate Services
“The advisor that I had with Blue Trust was great in organizing everything. He talked about the ways we could handle our real estate, trusts, and how we’re going to distribute assets with the kids.”
– Tom A. *
Stanfield, NC
Personal Trust
Putting Your Interests First
Individuals often name a close friend or family member as trustee for their personal trusts, but this role requires unique knowledge and an understanding of probate laws. 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 one’s best interests. We focus on understanding each client’s unique financial situation and goals, ensuring that the advice and strategies offered are tailored to meet their distinct needs.
Roles We Can Fulfill:
- Sole trustee, co-trustee, or successor trustee for revocable, irrevocable, and charitable trusts
- Conservator to manage assets for minors or incapacitated adults under court direction
- Agent for fiduciary
- Investment manager
Services We Provide:
- Estate and Trust Planning and Administration
- Investment Management
- Retirement and Tax Planning 1
- Trustee IRA Administration
- Irrevocable Life Insurance Trusts
- Bill Pay for Beneficiaries
1 Blue Trust coordinates planning with the client’s accountant and attorney to maximize tax benefits available to the client
Meet the Team
Estate Planning
Estate Plans Are Built During Your Lifetime
Estate planning includes building an estate during your lifetime with the goal of ensuring that the assets in your estate are stewarded in a manner that meets your goals and objectives and will be passed to your beneficiaries in a thoughtful way. It allows you the opportunity to preserve and control the purpose and distribution of your wealth during life and at death.
Guided and assisted by your Blue Trust advisor, you can create a strategy for your estate and legacy plan that is designed to empower subsequent generations and reflect your values and principles.
The estate planning process can provide you with many benefits, including:
- A plan to distribute your wealth according to your most important goals.
- Assurance that your beneficiaries will be cared for by the people you choose.
- Document a “snapshot” of the existing estate plan to provide a foundation for making updates and for future planning.
- A charitable giving strategy and tactics for design, implementation, and administration of the strategy.
- A plan that creates tax efficiency in distributing your assets, both from an income tax and estate tax perspective.
- A plan that is regularly reviewed and adjusted as circumstances change.
- A plan that is flexible and contemplates financial and life events (i.e., marriages of children, addition of grandchildren, changes in net worth, sale of a business, desired amounts to family, etc.).
- Alignment of your legal documents with your wishes to help your family organize and settle your estate and seamlessly transition from lifetime planning to estate administration.
