Personal Trust Administration
Ongoing trust administration for personal trusts, with customized, relationship-based service that adapts to each beneficiary’s unique circumstances.
We are ready to serve clients from our Tennessee offices, delivering high-touch, objective trust and estate administration services to help preserve wealth and protect harmony while partnering with clients’ advisory teams.
Headquarters
40 Burton Hills Blvd #300
Nashville, TN 37215
Headquarters
200 W M.L.K. Blvd, Suite 1000
Chattanooga, TN 37402
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.
WHO WE SERVE
Clients shouldn’t have to choose between professional trust administration and retaining their trusted financial, legal, and tax advisors. Cumberland Trust is an independent trustee and an advisor-friendly trust company. Our directed trustee 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 alongside 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.
Yes. Cumberland Trust provides trust and estate administration services to beneficiaries living nationwide. Clients need not live in Tennessee to work with our trust company, though our services may depend on the governing law and/or situs of the trust or estate.
Tennessee is considered one of the top jurisdictions for corporate trust and estate services. It offers benefits such as strong asset protection statutes and administrative flexibility, making it a compelling option for beneficiaries and advisors seeking modern, responsive trust and estate services.
Discover what opportunities await with a team of trusted professionals focused on helping families while collaborating with their professional advisors.
