Trust Services

Operating under the principles of integrity and trust, it is our goal that every client will benefit greatly from our expertise and will realize the objectives the trust document conveys.

Our mission is clear - provide expertise and exceptional service when partnering with financial advisors and clients. Our success with each is determined first by understanding the terms of the underlying instrument and pairing it with our client's goals, objectives, and concerns and then addressing those specifically. We are fiduciaries. Our client's interests are always put first and we constantly strive for excellence in every facet of our practice.

Tennessee Bank & Trust can serve as the executor and/or trustee of your affairs. We will handle the trust administration on both revocable/living and irrevocable trusts and non-standard IRA's, while allowing you to work with your current financial advisor and or CPA. Tennessee Bank & Trust, serving as agent or fiduciary, works through the complex regulatory issues, so that you and your family don't have to worry about it.

The Trust division at Tennessee Bank & Trust is able to hold non-standard assets that a trust may own, but that cannot be held with a client's marketable securities. It is our intent to fully understand the objectives of the document and the beneficiaries, and is willing to hold concentrated positions if the document specifies that intent.