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 Virginia clients, delivering high-touch, objective trust and estate administration services to help preserve wealth and protect harmony while partnering with clients’ advisory teams.
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.
Continue working with your trusted advisors while receiving relationship-based, professional trust and estate administration services to support each beneficiary’s needs. We partner with your existing team of financial, legal, and tax professionals to help you preserve continuity and protect your legacy across generations.
As an independent trust company, we focus on trust and estate administration services while collaborating with you. We are a non-competitive trust partner, and our advisor-friendly commitment assures your clients receive superior service.
We implement our mutual clients’ estate plans and do not compete with your legal practice. When your clients need a reliable corporate fiduciary, we ensure they receive unmatched support and attention 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.
Discover what opportunities await with a team of trusted professionals focused on helping families while collaborating with their professional advisors.
