PROVIDING PROFESSIONAL TRUSTEE AND EXECUTOR SERVICES THE WAY WE WOULD WANT PROVIDED
TO US AND OUR FAMILIES

Personal, caring & professional service results in security for your family, preservation of your family’s legacy, and peace of mind for you.

Our Approach

Peace comes with knowing your legacy is secure. But wills, trusts, and estates can be perplexing if you’re unfamiliar with the landscape. That’s where First Covenant Trust can help. Our professionals are familiar with the territory. Utilize First Covenant as your fiduciary and spend less time paying bills, filing taxes and managing investments, and more time focus­ing on what’s most important to you. We can help you avoid unnecessary taxes and family drama while providing impartial, objective guidance to your beneficiaries for generations. You can be confident your instructions will be honored, your beneficiaries treated with empathy and respect, and your legacy remembered. Everyone deserves that peace of mind.

Our Services

Trust Services

Living Trusts
Trusts under Wills
Charitable Trusts
Life Insurance Trusts
Asset Protection Trusts
Directed Trusts
Dynasty Trusts

Special Needs Planning

Life Care Planning
Special Needs Estate Planning
Special Needs Consulting
Special Needs Trusts

Estate Administration

Executorship Services
Intestate Estate Administration
Support for Individual Executors

High Net Worth Families

Tax Efficiencies
Trustee Services
Dynasty Trusts
Asset Protection
Philanthropic Planning
Family Legacy Preservation

Family Office Services

Integrating Estate/Succession Planning & Trust Services
Tax Planning & Compliance
Investments & Risk Management
Family Legacy Preservation

What Clients & Their Advisors Are Saying

"Everyone I’m doing estate planning with I’m encouraging them to name Covenant in their documents. I’ve named Covenant in my own personal documents. I have a son who’s responsible and capable, but why would you want to burden busy people who have their own lives with this responsibility?"
Financial Advisor & Future Client
"From my perspective the work David and his team have done was invaluable—essential actually—in putting this estate in the positive position it is now in."
Estate's Attorney
"We have a great partnership with First Covenant.”
Financial Advisor

Meet Your Guides

Our team includes CPAs, lawyers, Certified Financial Planners, insurance professionals, and Chartered Special Needs Consultants. Together we have over a century of experience and expertise in navigating the landscape surrounding estate planning, wills and trusts.

David A. Greene, JD/CPA

Manager, Secretary, Senior Trust Officer

Paul Hoilman, CFP®

Manager, VP of Operations

James Motte, CPA, CFP®

Trust Officer

Linda Lowe, ChSNC®

Senior Trust & Legacy Planner

Virginia P. Groover, CPA

Fiduciary Accountant

Dee Ann Lechner

Client Services

Sal Di Benedetto

Florida Business Development

Ray “Skip” Adams, CLU, ChFC®

North Carolina Business Development

Tommy Greer, CPA

Manager, President

Jeff Blackburn, CPA, PFS

Treasurer, Manager

Melissa Steagall-Jones, CPA, CICA

Trust Committee Member

Mike Eddy, CPA

Trust Committee Member

Linda Voller, CTFA

Manager, Trust Committee Member