Name Us In A Document

To Name First Covenant as a fiduciary in your estate planning documents, we suggest the following language:

“First Covenant Trust & Advisors, LLC, a South Dakota chartered trust company with an office currently located at [Insert Office Address Here].”

The office may be chosen from one of our locations listed on the Contact Us page.

If you have any questions about naming First Covenant, please Contact Us. 

Documents That First Covenant Can Be Named In:

  • Trustee of Trust
  • Executor under Last Will (TN/NC/SD)
  • Agent under Power of Attorney (TN/NC/SD) (sometimes also called Attorney-in-Fact)
  • Conservator of the Estate (TN/NC/SD) (sometimes also called conservator of the purse, or of the assets)
  • Agent for fiduciary (we can provide back-office support to individuals serving in the above roles).