Trust Services

Having someone who knows your financial situation well to carry out your estate and trust plan is a key step to ensuring that your goals 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, and settling an estate.

Our trust services include Personal Trust Services and Estate Administration & Settlement Services. SIMPLIFY is our unique personal financial management service that combines bill paying with a defined investment component.

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Trust and investment management accounts and services offered by PlanFIRST, an office of the Ronald Blue Trust division of Thrivent Trust Company, are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, nor guaranteed by Thrivent Trust Company or its affiliates, and are subject to investment risk, including possible loss of the principal amount invested.

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