Trust and estate planning and administration

Benefit from the special care and attention available through trusts and estate planning. It allows you to entrust a qualified professional to help you someone carry out your intentions for the handling of your assets and property.

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Overview

Plan and carry out your wishes

Direct your intentions and have your wishes carried out through asset, tax and charitable strategies in coordination with your attorney or tax advisor. 
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Trust benefits

Minimize estate and gift taxes and avoid the costs, delays and privacy concerns of probate.

A trust also allows you to better protect your assets from creditors and lawsuits and put conditions on how your assets are distributed after you die.
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Estate plan benefits

Simplify family responsibilities at a difficult time and alleviate problems that arise from strained family relationships.

Professional estate administration also helps you minimize estate, income and gift taxes and encourages yours heirs to make good financial decisions.
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Fiduciary services

Everence can serve as your fiduciary – an executor for your will or the trustee for your estate held in a trust

This role also means we promise to manage your assets and investments according to what's best for your situation, and make recommendations or provide advice based on your interests – not ours.

 

We would be pleased to help you with additional resources to help you think about and plan for life's moments. This can include comprehensive financial planning, charitable and legacy concerns and intentions, to thinking about and managing family and life transitions.  

Your interests at heart

We can serve as a fiduciary for you as an executor for your will or the trustee for your estate held in a trust. Contact us for a preliminary review of your situation. 

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Our responsibility to you

At the core, the idea is simple, but powerful: we promise to manage your assets and estate according to what's best for your situation, and make recommendations or provide advice based on your interest--not ours.

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Get a feel for what's possible

 

Member Cal Redekop shares how his experience shaped his values, which are reflected in his estate planning and charitable giving. 

Organize

Personal Financial Affairs Directory

A complimentary online guide to help you organize and clarify your current financial position and accounts, and potential future intentions

Personal financial affairs directory

Download your own directory

Organize and share your information so that it serves you, your family, financial advisor and personal representative when it matters most.

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Disclosure

Estate and financial planning should be done in consultation with a qualified legal professional.