Personal Trust Administration
Ongoing trust administration for personal trusts, with customized, relationship-based service that adapts to each beneficiary’s unique circumstances.
Trusted by 1200+ Advisors Nationwide
Collaborative independent trust and estate administration services that help preserve wealth, protect harmony, and strengthen advisory relationships. For more than 25 years, we’ve delivered personalized service and proactive trust solutions to support families and their wealth transfer plans.
Trusted by 1200+ advisors nationwide
Collaborative independent trust and estate administration services that help preserve wealth, protect harmony, and strengthen advisory relationships. For over 25 years, we’ve delivered personalized service and proactive trust solutions to support families and their wealth transfer plans.
$11B+
under our administration.
140+
make up our dedicated, experienced team.
25+
of focused trust and estate administration experience.
WHO WE SERVE
Working alongside a client’s chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, and tailored support. As an independent corporate fiduciary, our directed trust structure allows each advisor on the client’s team to focus on their area of expertise—while families benefit from specialized knowledge.
Clients continue working with their trusted advisors while receiving relationship-based, professional trust and estate administration services to support each beneficiary’s needs. We partner with the client’s existing team of financial, legal, and tax professionals to help preserve harmony and protect legacies across generations.
As an independent trust company, we focus on trust and estate administration services while collaborating with clients’ financial advisors. We are a non-competitive trust partner, and our advisor-friendly commitment assures clients receive superior service.
Estate planning attorneys can work alongside an independent professional trustee who understands intricate estate plans to ensure clients’ objectives are carried out as intended. Our dedicated staff has the time and attention to make sure our mutual clients receive unmatched support, education, and care when they need it most.
We work as an extension of the family office, offering objective trust administration as a corporate fiduciary. Our flexible services adapt to suit each family’s unique governance structure and integrate seamlessly with the existing advisory team.
Cumberland Trust delivers seamless trust administration through life’s stages. We build long-term relationships with beneficiaries, provide elevated support as needs develop, and manage postmortem responsibilities with compassion and specialized knowledge. Often, our work continues across generations, ensuring consistency and care, and helping to preserve family legacies.
OUR TRUST SOLUTIONS
We provide tailored, experienced trust and estate administration services that support clients with care, attention, and flexible solutions.
Ongoing trust administration for personal trusts, with customized, relationship-based service that adapts to each beneficiary’s unique circumstances.
Professional fiduciary services that help to ease the burden on families during times of loss, while ensuring each estate plan is carried out as designed.
Navigating the administration of trusts and estates holding real estate, timberland, mineral rights, closely-held businesses, and other illiquid assets with creative solutions.
Dedicated administration for Special Needs Trusts, preserving benefit eligibility, and providing responsive and caring support through every stage of a beneficiary’s life.
Education, resources, and extra support for aging beneficiaries, or those with unique needs, while maintaining consistent trust administration. We specialize in supporting clients during life’s transitions.
GET STARTED
1.
We Meet
Tell us about you or your client's situation and what you're looking to solve.
2.
We Plan
Our team works with clients and their advisors to implement a plan to achieve their goals and protect their futures.
3.
We Move Forward
We deliver professional trust and estate administration and ongoing education to support clients.
Unlike many banks, Cumberland Trust operates as a directed, independent corporate trustee providing trust and estate administration services only. We do not manage investments. This structure often helps reduce conflicts of interest, allowing clients to retain their chosen advisors while supporting a more relationship‑based approach through lower client-to-officer ratios and personalized trustee services.
An independent corporate trustee can bring continuity, neutrality, and professional accountability to situations that are often emotionally complex. While family members may care deeply, they may not have the time, experience, or long-term availability required for the responsibilities of ongoing trust administration. An independent corporate trustee can help minimize family tensions, apply trust terms consistently, and remain in place through life changes, transitions, and generations.
Yes. Cumberland Trust serves in a directed trustee role, meaning trust administration services are separated from investment management. Your financial advisor continues managing investments, while Cumberland Trust administers the trust. This structure is designed to support clients, help preserve assets across generations, and allow each professional to focus on their respective role within the advisory team.
