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 Trust and Estate Administration Team at Cumberland Trust specializes in delivering professional and comprehensive trust and estate administration services. They manage the administration process with a focus on the beneficiaries' needs and values, while facilitating collaboration with the family's financial advisors, attorneys, and accountants. This team of experienced professionals takes on the fiduciary responsibilities ensuring smooth and impartial management, meeting client expectations, and adhering to legal and regulatory frameworks.

Trust and Estate Administration Team

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Leadership Team

Business Development