Founded in 2001, Cumberland Trust offers a unique team approach to traditional trust and estate administration. We recognize that many individuals and their families have long-standing relationships with financial advisors, attorneys, and accountants. We respect these relationships and welcome the opportunity to provide trust and/or estate administration, while working with the investment management and other professional advisors of the family's choosing.  Our focus is on the beneficiaries, their needs and their values rather than on managing assets.

We have provided professional, comprehensive trust and estate administration services for more than 20 years and have been named trustee and/or executor by many families searching for an alternative to naming a family member.

We are headquartered in Nashville, Tennessee and have nine additional offices across the country in Atlanta, Austin, Chattanooga, Dallas, Knoxville, Memphis, Philadelphia, St. Louis, and Tampa-St. Pete. Today, Cumberland Trust has grown to over 120 employees, with over $5 billion in assets under administration serving clients and advisors all over the United States.

Accounting

Cumberland Trust

Jennie Karrels Menzie

Joseph Presley

The Fiduciary and Trust Team at Cumberland Trust is responsible for providing expert trust and estate administration services while ensuring the needs and values of beneficiaries are prioritized. This team works collaboratively with financial advisors, attorneys, and accountants to manage fiduciary responsibilities, oversee trust operations, and navigate legal complexities. Their goal is to deliver seamless trust and estate services, maintaining strong, respectful relationships with all involved professionals.

Fiduciary and Trust Team

About

Team members

Other teams at Cumberland Trust

Leadership Team

Trust and Estate Administration Team

Business Development