Choosing a Trustee or Executor is a crucial decision that should result in a long-term relationship that is based on respect and concern for your family, your interests, and your assets. At Cumberland Trust & Investment Company, we’re here to help guide you and your family through serious issues that can be difficult to discuss. We believe in being a valued mentor and advisor to your family, and we will spend time getting to know you and your family’s needs and concerns. Most importantly, we have the compassionate people, the hands-on experience, and the diplomacy to deal with complex family situations.

Your Trust

At Cumberland Trust & Investment Company, we focus on trust administration. As an independent trust company, we believe that you deserve the benefit of an experienced money manager of your choice, paired with an experienced trust administration firm. When we say “open trust architecture,” we mean a way of doing business that includes your financial advisor, your accountant, and your attorney. We focus on managing your trust as part of a larger team of world-class specialists.

We can work with hard-to-custody assets beyond the standard mix of securities and bonds, and we recognize that trusts often include complicated assets such as real estate, personal property, partnerships, and family businesses. Your team at Cumberland Trust will never lose sight of your long-term objectives and goals, and we exist to help you achieve them.

Your Estate

Choosing an Executor or Co-Executor for your estate is another crucial decision that can have a significant impact on your wishes and the future of your family. For many families, choosing Cumberland means the peace of mind and continuity that comes with an independent corporate executor. In some situations, it can literally mean keeping the peace. We have the experience and empathy to help your family, and we welcome the opportunity to ease a burden for your survivors.
 

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