Trust Services
Secure Your Legacy with Professional Trust Services
Navigating the complexities of trust and estate administration can be overwhelming.
Our Trust Services, offered through our partnership with Thrivent Trust Company, are designed to provide you with peace of mind, ensuring that your investments and estate are managed with the utmost care and expertise.
Why Choose Our Trust Services?
Combine your Personal Financial Planning with your Trust Services
Your personal financial plan and your trust administration need to be coordinated together in order to get the most out of your hard-earned money.
Quite often, a financial advisor cannot offer the specific fiduciary services that a trust company can.
Similarly, a trust company likely doesn't have the expertise around Social Security, Medicare, and retirement income planning that a financial advisor ought to have.
When you partner with us as your financial advisor and Thrivent Trust Company to provide your needed trust and estate services, you get the best of both worlds!
Experience and Expertise
Keil Financial Partners has helped hundreds of retirees make more income, pay less taxes, and avoid big retirement mistakes through our 5-Step Retirement Income Process.
Thrivent Trust Company focuses on specific trustee services so that the instructions in your estate and trust documents are carried out the way you would like.
Their team of professionals manages a variety of trusts and estates daily. They are well-versed in tax laws, estate planning strategies, and legal responsibilities, ensuring your assets are handled expertly.
It would be quite rare for an individual trustee to have a professional level of expertise, which is why it’s helpful to use a corporate trustee.
Reliability
Unlike family members, who have their own life to take care of, using a corporate trustee ensures your personal trust has the full attention of a professional team, with other individuals who can step in when your main trust officer is out sick, or on vacation. This consistency ensures your trust or estate is managed without interruption.
Impartiality
When you have a friend or family member manage your trust or estate, they are likely to have personal or emotional connections that make it hard to properly manage the trust. Trust Company team members act objectively, free from personal interests. Imagine your daughter is the trustee, and she needs to tell other family members when they can or cannot take money from the trust!
Our Services
Trustee Services:
- Revocable Living Trusts
- Irrevocable Trusts, including Life Insurance Trusts
- Special Needs Trusts
- Charitable Trusts
Thrivent Trust company can serve as sole trustee, managing every aspect of the trust, including investment and administrative duties.
Or, Thrivent Trust Company can serve as co-trustee, sharing the discretionary decision making with an individual you choose, while managing the investment and trust administration.
You could also name Thrivent Trust Company as successor trustee, so you have a corporate trustee ready to take over once your individual trustee is unable or no longer willing to serve.
Executor/Personal Representative Services:
- Property Disposition
- Debt and Expense Management
- Beneficiary Coordination
- Complex Asset Management
Thrivent Trust Company can help with the disposition of property and execution of final wishes, ensuring assets are distributed according to the terms of the will and trust.
When you ask a loved one to serve as executor/personal representative, they likely don't have the professional expertise or experience in filing documents with the IRS, or probate courts.
Let Us Help You
Managing a trust or estate doesn't have to be a daunting task. Our team is here to provide the professional support you need to secure your legacy and provide for your loved ones. Contact us today to see how working with a retirement-focused financial advisor, who has partnered with a private trust company, can help you achieve your wealth management and personal trust goals.
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Trust and investment management accounts and services offered by 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.
Trust and investment management accounts and services offered by Thrivent Trust Company, a subsidiary of Thrivent is the marketing name for Thrivent Financial for Lutherans and an affiliate of Thrivent Investment Management Inc. Neither Thrivent Investment Management Inc., a FINRA and SIPC member, nor its associated person(s) is offering any product hereby. Certain Thrivent Investment Management Inc. associated persons refer prospective clients to Thrivent Trust Company.
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
