Estate & Trust Services

“The advisor that I had with Blue Trust was great. He just organized things. He started talking about the ways that we could deal with real estate, we could deal with trusts, we could deal with how we’re going to distribute things with the kids, and just talked us through those things.”

– Tom A. *
Stanfield, NC

Be sure you know the condition of your flocks, give careful attention to your herds.

Proverbs 27:23

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 and reflect your values. 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.

Choosing the right person or institution who can navigate the duties for your trust or estate can make all the difference in meeting your family’s investment and estate planning goals.


A person, bank, or trust company that holds and administers trust property for the benefit of a third party. Trustees can prepare and file tax returns, make distributions to beneficiaries, and manage all assets.

Executor/Personal Representative

A person appointed to carry out the directions in someone’s will and transfer the property according to his/her wishes.

Guardian/Conservator of the Estate

A person or institution appointed to manage assets of a minor or incapacitated adult under the direction of an applicable court.

Personal Trust

Putting Your Interests First

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. 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

Estate Administration & Settlement

Safeguarding Your Goals for Future Generations

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.

Roles We Can Fulfill:

  • Sole trustee, co-trustee, or successor trustee for revocable, irrevocable, charitable, and special needs trusts
  • Executor, Personal Representative
  • Assist individuals in serving as Executor or Personal Representative
  • 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
  • Estate tax return preparation

The Personal Trust and Estate Settlement Services Relationship:

When Blue Trust is appointed as trustee or executor/personal representative, we assume responsibility for the trust or estate. Our team of professionals will work with you and your other financial resources (attorneys, tax advisors, accountants, etc.) to make sure your trust or estate is administered efficiently and confidentially.

Estate Planning

Estate Plans Are Built During Your Lifetime

Estate Planning includes building an estate during your lifetime with a 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
  • A charitable giving strategy and tactics for design, implementation, and administration of the strategy
  • Tax efficiency in distributing your assets
  • A plan that is regularly reviewed and adjusted as circumstances change
  • Alignment of your legal documents with your wishes to help your family organize and settle your estate

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.

Work With A Professional

Are These Services Right for You?

  • Are you faced with health conditions that make it difficult to handle personal financial affairs?
  • Do you have a loved one with special needs who requires a professional trustee or guardian for their estate?
  • Do you think your beneficiaries will need help managing their finances?
  • Do you have specific wishes for your assets upon death?
  • Are you dealing with challenging family dynamics or complicated family structures?
  • Do you currently have a trustee relationship, but are unhappy with fees/services provided?

If you answered “yes” to any of these questions, let us discuss how we can help.