For Families and Individuals
Taking care of your legacy is your number one goal—we’re here to help.
Working alongside your chosen team of financial, legal, and tax advisors, we provide experienced trust and estate administration, compassionate hands-on service, guidance, and support through life’s transitions.
Why Choose Us
Personalized Support and Peace Of Mind
Families can feel assured knowing their loved ones will be looked after when they’re gone, and that their legacy will have a lasting impact.
Specialized Knowledge and Focused Administration
Our team is experienced in handling specialized trusts, illiquid assets, and navigating complex family dynamics with diplomacy and respect.
Greater Flexibility and Freedom
We understand that flexibility and choice are important when it comes to selecting an investment manager. At Cumberland Trust, we work in collaboration with a family’s chosen team of professional advisors.
What We Can Do Together
Personal Trust Administration
Comprehensive trust administration, education, and proactive client service for your family.
Estate & Post-Mortem
Estate and post-mortem trust administration to honor, support, and carry out your wishes.
Do you want to learn more about personalized trust and estate services?
Our Team-Based Approach
Using the directed trust framework, professional advisors are named, often by the family or beneficiaries, to handle specific duties and responsibilities based on that individual’s specialty. The resulting team of experts then works together to provide the beneficiary with care and expertise, ensuring optimal management and administration of the trust or estate.
Estate Planning Attorney
- Advises family
- Drafts and updates documents
- Investment management
- Financial planning strategy
- Holds custody of liquid assets
- Prepares trust and/or estate tax return
- Advises family on tax laws and implications
- Administration and distributions
- Record-keeping and reporting
- Premier client service
Conveniently Headquartered in Trust-Friendly Tennessee
With a connected team of 120+ experts at your service in 10 offices nationwide.
Resources and Insights
Working with an attorney to determine what estate planning documents best fit your and your family’s needs is
In a revocable or living trust, the trust creator retains rights over the trust, including the ability to
As a trust beneficiary, you need a trust officer who understands and listens to you. Cumberland Trust prioritizes