Let us Handle the Complexities of Trust Management
Navigating Wealth Transfer with Confidence
Trusts can be essential to keeping one’s estate in order — and involve more than just a simple transfer of assets. When you name Bridges Trust Company as your trustee, we act as a fiduciary with the duties of care and loyalty while providing your beneficiaries with thoughtful and quality service. We work closely with you to create innovative, flexible, and timely strategies with the goal of maintaining your beneficiaries’ well-being.
Key Offerings and Services
Trustee Fiduciary Services
We strive to alleviate worry and work with your loved ones by handling administrative details such as distributions, record keeping, accounting and tax returns.
Beneficiary Education and Mentoring
We guide, mentor and educate your beneficiaries on the complex details surrounding the financial, fiduciary, and various aspects of family wealth.
We administer the details of managing your estate, including distributing assets to beneficiaries and paying debts and taxes.
South Dakota Trust Powers
Bridges Trust Company of South Dakota provides South Dakota trust services to clients seeking the protection and benefits offered by one of the top trust-friendly jurisdictions in the country.
Meet Our Trust & Estate Planning Team
Marietta Luellen, J.D., CAP®, CExP®
Marietta Luellen serves as Bridges Trust Executive Vice President (EVP) of Trust and is responsible for the development, growth and leadership of the Trust companies within Bridges Trust, Philanthropy and Family Office Services. Marietta is an accomplished professional with more than 25 years of experience covering estate planning, estate administration, wealth management, and trust services. Her focus as EVP of Trust is on providing guidance and service for an affluent client base, leading the development and execution of the growth strategy, and upholding the integrity of the client value proposition.
Holding both a Bachelor of Science from Colorado State University and Juris Doctor from Pepperdine University, Marietta has also achieved the Certified Advisor in Philanthropy (CAP®) designation and Certified Exit Planner (CExP®) designation. Furthermore, Marietta is a Nebraska Bar Foundation Fellow, and is active in the Nebraska State Bar Association, the Omaha Estate Planning Council and serves on the Phoenix Academy Board of Directors.
Miranda Nielsen, CTFA
Miranda is a Vice President and Trust Officer with Bridges Trust. Miranda is experienced serving in the trust and estate business with over 18 years in wealth management. She enjoys building a rapport with her clients and collaborating to tailor solutions per their individual needs.
Miranda earned her BS in Business Administration from Bellevue University and graduated from ABA Trust School with honors. She has a designation as a Certified Trust and Financial Advisor (CTFA). She is a Nebraska Children’s Home Society Trustee and also sits on various Committees for NCHS. She is also a FRIEND Board Member for Habitat for Humanity and an Omaha Estate Planning Council.
Heidi Coatsworth, Trust Officer
Heidi is a Trust Administrator for Bridges Trust of South Dakota (BTC-SD). Heidi is responsible for the administration of BTC-SD trusts, including administrative and fiduciary responsibilities, as well as helping to ensure compliance with South Dakota trust laws.
A successful interior designer-turned-trust administrator, Heidi’s leadership and management experience enables her to meet client needs and provide an excellent client experience. Heidi has a designation as a Certified Fiduciary and Investment Risk Specialist (CFIRS) and is currently working on earning her Certified Trust and Financial Advisor (CTFA) designation. Heidi is an active member of the South Dakota Trust Association (SDTA) and a member of multiple committees within the SDTA.
Your Legacy, Our Commitment
Every legacy has its own unique narrative, and every story is a testament to a family’s journey. At Bridges, we are dedicated to helping our clients achieve their vision for their legacy by leveraging our decades of experience and commitment.