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At Cumberland Trust, you're more than a number. With a client-to-administrator ratio below the industry average, we emphasize quality over quantity. We guarantee every client receives the personalized attention and dedicated service they deserve.

We recognize, honor, and thank all who served. Thank you, Veterans. #VeteransDay2024

Why opt for a generic solution? We believe in personalized service that adapts to each unique situation. Our approach to trust and estate administration is crafted to meet client's needs and family dynamics. #CumberlandTrust #TrustAdministration

With American women expected to control $30 trillion by 2030, financial advisors can benefit from adapting their practices to better serve women. See how you can serve this growing client base in this female-focused blog post: hubs.ly/Q02wCblx0

Since 2001, we’ve blended decades of experience and reliability with an innovative, entrepreneurial spirit. This mix ensures your clients benefit from proactive, forward-thinking strategies. Our innovative thinking sets us apart as a trust and estate administration leader.

Clear communication is critical when it comes to estate planning for high-net-worth clients. Focusing on transparency and communication is key to creating a comprehensive estate plan. Read more about their importance: hubs.ly/Q02Ct99c0

Michelle Diamond, Chief Development Officer, Rebecca Halvorson, SVP & Managing Director, Corporate Development, & Debbie A. Schultz, EJD, CTFA, ChSNC®, ChFC®, VP & Director, #SNT Administration, travel to Phoenix this week for the Advanced #SpecialNeeds Planning Symposium!

Financial advisors can partner with estate planning attorneys and trust advisors to create a unified approach to achieving clients' complex financial goals. Read more about our collaborative approach to working with clients and their advisors: hubs.ly/Q02JZDD30

Baby boomers are living decades longer than previous generations. However, that longevity can come with challenges as seniors age. Find out how our Distinctive Care Services can help your aging clients and their families plan for potential challenges. hubs.ly/Q02YYhBX0

Changing a trustee involves several steps to ensure a smooth and legally compliant transition: 1. Evaluate Alternative Trustees 2. Review Trust Document Provisions 3. Consult an Estate Planning Attorney 4. Understand State Laws Regarding Changes 5. Prepare Necessary Documents

It's estimated that by 2030, women in the United States will have influence over a whopping $30 trillion in assets. Learn how to tailor your services to meet the priorities of women investors, financial advisors can attract and retain clients: hubs.ly/Q02wCj8Q0

Some women feel the need to switch advisors after their spouse passes away. Learn how financial advisors can retain these clients by building trusting relationships, providing attention, and empowering them through financial education: hubs.ly/Q02wCgKs0

Happy Thanksgiving from Cumberland Trust! We are #thankful for each of our clients, employees, and professional advisors with whom we work. #HappyThanksgiving

The Great Wealth Transfer will lead to more women directing their family’s finances and estate planning. With this shift comes new challenges for financial advisors working with female financial decision-makers. Learn more: hubs.ly/Q02wCgxs0

With nearly 12 million Baby Boomers owning businesses, and 70% set to retire in the next 15 years, trillions of dollars in wealth are at stake. Explore how we can support your wealth transfer goals: hubs.ly/Q02tmH280

Working with a collaborative trust administrator provides a host of benefits for clients and their advisors. 🌟Seamless Integration 🌟Flexibility and Client-Centric Service 🌟Addressing Specific Client Needs

Considering Cumberland Trust? ⚫ Unbiased trust & estate administration ⚫ Be a part of a partnership that values communication and expert knowledge ⚫ Our capabilities include specialized trust and estate services, setting us apart in the industry #CumberlandTrust

These five steps help a client’s team of trusted professionals provide optimal and efficient service: - Understand your client’s goals. - Build a comprehensive picture. - Engage the next generation. - Know how to leverage trusts for client success. - Collaborate.

Michelle Diamond, Chief Development Officer, and David Murray, Managing Director, Corporate Development, travel to Chicago this week for the ACTEC Great Lakes Regional Meeting! Cumberland Trust is proud to sponsor this event! #EstatePlanning #TrustsandEstates

Are you dealing with outdated trust documents or evolving family dynamics? Trust challenges can create significant barriers to effectively managing wealth. If you’re interested in more information about Tennessee’s trust decanting laws, visit our blog: hubs.ly/Q02yy4Y80