Legacy Services
A well-conceived financial strategy can provide the pathway needed to help achieve your family's various investment and estate-planning goals. Our trust professionals work proactively with you, your Thrivent Financial representative and the other advisers you designate to make sure your trust is administered efficiently and confidentially.
Trustee Services
When you appoint Thrivent Financial Bank as trustee, we assume fiduciary responsibility for your trust. In that role, we faithfully manage your trust assets with honesty, integrity and dedication to the beneficiaries' best interests.
- Revocable Living trusts
- Irrevocable trusts
- Irrevocable life insurance trusts
- Special-needs trusts
- Charitable trusts
Successor Trustee
We can serve as successor trustee of your trust. As successor trustee, we manage your trust in the event of the initial trustee’s resignation, death or incapacity.
Thrivent Financial Bank can also serve as:
Guardian or Conservator
We can manage the assets of a minor or incapacitated adult under the direction of an applicable court.Personal Representative or Executor of Your Estate
We help ensure the smooth and accurate disposition of your property and the execution of your final wishes, according to the terms of your estate plan.By naming Thrivent Financial Bank in your estate planning documents, you place the responsibility of managing your estate or trust with professionals who are well experienced in these important duties.
By naming Thrivent Financial Bank in your estate planning documents, you place the responsibility of managing your estate or trust with professionals who are well experienced in these duties.
Contact a Thrivent Financial Bank representative to discuss which trust options are right for you.
Important Information
Please note: All of the above trusts and related legal arrangements must be drafted by the attorney of your choice. Thrivent Financial Bank can serve as trustee or in other capacities as applicable, but cannot provide legal or tax advice or draft wills, trusts, or other legal documents for clients. The above information is not intended and should not be construed as legal or tax advice. Please consult your attorney or tax advisor for advice on how this information applies to your individual circumstances.
Checking, savings and certificate of deposit accounts offered by Thrivent Financial Bank are obligations of Thrivent Financial Bank and are federally insured to $250,000 by the Federal Deposit Insurance Corporation (FDIC).
The other products referred to in this site are not deposits, are not Federal Deposit Insurance Corporation (FDIC) insured, are not insured by any federal governmental agency, are not guaranteed by Thrivent Financial Bank, and may go down in value.