Trusts & Estates

As an independent trust company chartered in Tennessee, we can provide many advantages as a corporate trustee or executor.

When it comes to wealth management, building your wealth is only one part of planning for the future. You also want to make sure you have the right financial planning in place for when the time comes to transfer your wealth to those you care about. Southeastern Trust’s trust and estate services can help you with that.

Trusts

Trusts can be used to manage and protect your assets, to help you avoid probate, and to aid in tax planning. To assess your specific trust needs and start developing your personal strategy, our specialized wealth management professionals meet with you personally.

Our Southeastern Trust team can also guide you if you have been appointed by the court or by legal document to serve as a guardian, conservator, or executor.

southeastern trust additional services

our services:

  • Special Needs Trusts
    Individual Self-Settled Trust (d4a Trust)
    Third Party Trust

  • Asset Protection Trusts

  • Court-Appointed Guardianships or Conservatorships

  • Community Property Trusts

  • Charitable Trusts

  • Bill Pay Revocable Trusts

Estates

Losing a loved one is difficult. Southeastern Trust can remove the added and often unexpected stress of dealing with unfamiliar estate administration details. Our professionals impartially handle all necessary estate procedures. We ensure the financial wishes of the decedent and family are smoothly carried out, minimizing possible tension between family members. We help families and clients by serving as executor, co-executor or agent for the executor, collecting and safeguarding estate assets, carrying out the terms of the will, preparing a comprehensive final accounting, and preparing tax filings.

our services:

  • Serving as Executor, Co-Executor or Agent for Executor

  • Collecting and safeguarding estate assets

  • Carrying out the terms of the will

  • Preparing a comprehensive final accounting

  • Preparing Tax Filings

what others are saying

“I always tell clients that Southeastern Trust is easy to work with and a very approachable and responsive trust company.”
– Financial Advisor
“We love that we know our clients are in great hands when we make a referral to Southeastern Trust. They are the perfect fit for our clients who may feel a little intimidated by traditional trust companies or trust departments at a bank.”
– Estate Planning Attorney
“Southeastern Trust’s most important selling point for me, based on direct experience, is its willingness to make tough decisions as a corporate trustee on behalf of trust beneficiaries rather than simply make decisions that avoid risk. This comes from appreciating their clients’ individual situations.”
– Co-Trustee
“I really enjoy working with Southeastern Trust and especially appreciate that they have the special needs expertise. Not many trust companies have that expertise.”
– Special Needs Parent

Ready to speak to an advisor?

If you are interested in further information about any of our wealth management services—including estate planning or trust services or estate services—or want to know how we can assist you with your own financial planning, please use contact us.

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