Cumberland Trust & Investment

Cumberland Trust & Investment is a trusted and experienced independent trust and estate administration company based in Dallas, TX. With a focus on providing expert guidance, proactive education, and hands-on services, they offer comprehensive trust administration, estate post-mortem trust administration, special needs trust administration, special asset administration, and distinctive care services. Their premier services support families and individuals during times of loss or change, providing guidance, education, peace of mind, respect, and understanding. They also work closely with professional advisors, such as financial advisors, estate planning attorneys, and accountants, to ensure seamless collaboration and exceptional client service.

Since 2001, Cumberland Trust & Investment has been redefining trust estate administration, offering specialized expertise, care, and compassion. They understand the roles and responsibilities of a grantor, beneficiary, and trustee, and strive to balance the interests of current and remainder beneficiaries. With a dedicated team of trust officers and administrators, they provide personalized attention and ensure that clients receive the support they need. Cumberland Trust & Investment is committed to performing their fiduciary duty and taking care of their mutual clients, allowing professional advisors to focus on their expertise while relying on their independent trust and estate administration services.

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