What Others Are Saying About First Covenant Trust
"It is so nice to have a partner with the same worldview to serve clients."
"I appreciate your help. You and your firm are an answer to our prayers."
"Covenant is doing a fantastic job."
"I will continue to promote you because I feel you are highly competent and it is a pleasure working with you."
"We truly appreciate your partnership."
"I appreciate everything you’ve done for me. I’ve got a good thing going here."
"Y’all have done a terrific job. I feel good about it."
"We have a great partnership with First Covenant."
"I have no reservations in recommending First Covenant."
"I try to tell all my clients about First Covenant because of your personal touch, your values, and your willingness to go the extra mile."
"It’s like divine intervention that you came into our lives when you did. I don’t know where our family would be without you."
"Thank you for all your effort, care, love and help you provided to my grandmother."
"My stress level has gone way down knowing I don’t have to keep up with all this anymore."
"I don’t want to do my difficult estates without working with Covenant."
"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?"
"I have been very impressed by First Covenant Trust Company and the way you operate as a Trust Company. …the fact that you do not require that First Covenant manage the investments, the fact that we can create a South Dakota Trust with the favorable law that this permits such as no rule against perpetuities but have the assets held with a familiar financial advisor. Also flexibility to hold assets that other trust companies may not want to hold is very attractive. You have attractive minimum asset requirements as well. "
"After all the problems I had with the previous two trustees I can’t tell you how pleased I’ve been with you and Covenant Trust. It’s been a real pleasure."
"I would have lost a lot of sleep if the First Covenant team wasn’t working on this administration."
"My client is so thankful for Covenant and what you’ve been able to do."
"The people in your office are so wonderful for helping me. You are so kind."
"I just wanted to personally reach out and thank you for all your hard work and efforts toward helping our family throughout this process... It has been a pleasure to work with you and wish you nothing but the best. I would recommend you to anyone looking for trust services in your geographic region."
"Covenant is one of our best clients… I have always enjoyed working with you... Thank you and the rest of the Covenant team for being great to work with! "
"I appreciate the personal touch."
"It feels good. I’m comfortable knowing I’m in good hands."
"We appreciate the professional team you have here and feel like we’re in good hands."
"First Covenant goes above and beyond."
“I’m a big fan.”
"This is the dream team."
"Thank you so much for all your help over the past few months with both my mom’s affairs and her husband’s estate. For your expertise, patience and kindness, we thank you."
"I can tell you from my perspective that the work David and his team have done was invaluable—essential actually—in turning this estate around and putting it in the positive position it is now in."
"Thanks for your conscientious efforts to make sure things are done properly, legally and with integrity."
"Our team…is very responsive and has our best interest at heart! My family is very well cared for in your hands."
"I’m encouraging everyone I’m doing estate planning with to name First Covenant in their estate planning documents."
"First Covenant really fits my needs. I feel like you’re listening to me and my wife. We’re very happy with First Covenant."
"I have worked with many trust companies in my years. Your assistance has been superior, and I certainly appreciate it."
"Professional and well worth the money."
"I want you to know how hard [the death of my granny] has been for me and I’ve cried all week just thinking about it. Today you made it easier for me. I felt like you understood my need for “the small” things. I appreciate your kindness and understanding. I will forever be grateful. "