With Cumberland Trust serving as an unbiased, professional fiduciary, care and attention will be at the forefront. We handle estate or postmortem trust administration with clarity, neutrality, and personalized solutions, expressing understanding and consideration during a particularly emotional time.
140+
delivering premier trust and estate administration, education, and client service.
1300+
planning, preserving, and protecting their legacies.
$11B+
under our administration.
During estate settlement, clients are often working through a time of difficult transition and may need the assistance of a professional executor or trustee. A corporate fiduciary can provide the structure and experience to help carry out clients’ wishes with care, while helping to bring peace of mind.
As a corporate fiduciary with more than 25 years of operations and institutional continuity, we provide long-term stability and specialized knowledge. As an executor or postmortem trustee, we are responsible for understanding the legal complexities of administration and taxation that apply to an estate, as well as providing detailed record-keeping and timely and consistent communication.
We step into estate and trust situations as a neutral third party with a breadth of administrative experience, helping bring resolution and relief during emotional times of change or loss.
Our flexibility in beneficiary collaboration and decision-making allows us to find creative solutions when unexpected needs arise.
Cumberland Trust offers flexible fiduciary administration tailored to clients’ estate plans. Whether we serve as the named sole fiduciary or work alongside a family member or advisor as co-fiduciaries, we bring experience, neutrality, and professionalism to every role.
When Cumberland Trust serves as an Executor, we handle the estate settlement process, collecting and valuing assets, satisfying debts and taxes, and distributing property in accordance with the will. These executor services can provide families with peace of mind during a difficult time.
When a revocable trust becomes irrevocable at death, we serve as trustee, administering the trust per its terms and applicable governing law. We work with beneficiaries fairly and impartially.
In a co-trustee or co-executor arrangement, we partner with an individual or family member named in the trust or will to share fiduciary responsibilities, providing objectivity and professionalism while honoring personal involvement.
If a family member is named as fiduciary but needs support, we can serve as an agent, providing technical support for duties such as fiduciary accounting, maintaining records, fulfilling distributions, and facilitating tax reporting. Our professional support services can relieve loved ones of potentially overwhelming obligations.
We are headquartered in Nashville, Tennessee, with an additional 10 offices throughout the country. Our experienced team of 140+ professionals works with clients and their advisors nationwide.
WHY CUMBERLAND TRUST?
Choosing Cumberland Trust provides the peace of mind that comes from knowing you will have a qualified, caring, and independent corporate executor or trustee.
Whether you or your clients are planning ahead or navigating a recent loss, our team is here to help. Connect with us to explore the right fiduciary relationship for your needs.
Cumberland Trust collaborates closely with the client’s financial advisor, attorney, and accountant during estate and postmortem trust administration. Our role is to implement the estate plan, coordinating with advisors to value assets, manage distributions, prepare documentation, and ensure timely filing of state and federal tax returns. As a non-competitive partner, we support—rather than replace—the client’s trusted team of advisors.
Choosing an independent corporate trustee or professional executor brings continuity, regulatory oversight, and administrative experience to postmortem trusts and estates. Cumberland Trust offers stability across generations, experience administering trusts and estates with illiquid or hard-to-value assets, and a neutral presence that helps minimize risk and ensure the estate plan is carried out with care.
Through its corporate estate settlement services, Cumberland Trust serves as a neutral party, removing the emotional burden of administration from family members. We administer distributions objectively, helping minimize resentment or disputes between heirs, and reinforcing the grantor’s wishes without personal bias or financial conflicts of interest.
When an individual who has named Cumberland Trust in a postmortem fiduciary capacity passes away, Cumberland Trust’s estate and postmortem trust team steps in to understand the estate plan to evaluate how Cumberland Trust may serve. This team oversees all aspects of settling an estate or administering a postmortem trust. Working with the individual’s legal, financial, and tax advisors, we will ensure that assets are collected and properly administered, any obligations are satisfied, and property is distributed to or for the benefit of the heirs. Our team appreciates the importance of expressing compassion, understanding, and consideration toward family members and heirs during a particularly emotional time.
